Get an Assessment
Discover your healthcare opportunity
Our complimentary assessment identifies where Weltrio can deliver value for your organization
Why start with an assessment?
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Every organization is different. An assessment helps us understand your specific situation—your costs, your population, your challenges—so we can recommend the right approach rather than guessing.
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See where your benefit plan is leaking
Find out what gaps exist — and what you can do without changing your plan.
We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.
- Gap analysis based on your actual plan structure
- Clear findings you can share with your broker
- Recommendations that layer on — no disruption required
Current State Analysis
We examine your current benefits structure, costs, and challenges to understand where you're starting.
Opportunity Identification
We identify specific opportunities where engagement can improve outcomes—not generic promises, but specific potential.
Recommendation Development
Based on analysis, we recommend the Weltrio plan that fits your situation, or acknowledge if there isn't fit.
ROI Projection
We estimate potential return on investment based on your specific circumstances.
What is a Weltrio Assessment?
A Weltrio Assessment evaluates your organization's healthcare situation to identify improvement opportunities and recommend appropriate solutions.
Assessments examine your current benefits structure, costs, employee population, and challenges. Based on this understanding, we identify where engagement can produce value.
Assessments are complimentary. We invest in understanding because we succeed when we help the right organizations. If there isn't fit, we'll tell you.
Why Should You Get an Assessment?
Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.
The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.
A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.
How It Works
Assessments follow a structured but flexible process.
Information Gathering
We gather information about your organization: size, benefits, costs, challenges, and goals.
Discussion
We discuss findings with you, exploring what the data suggests and answering questions.
Recommendation
We provide specific recommendations—which Weltrio plan fits, or acknowledgment that there isn't fit.
When Should You Request an Assessment?
Assessment is valuable when:
• You're exploring options for healthcare improvement
• Renewal is approaching and you want alternatives
• Costs are rising and traditional approaches aren't working
• You're curious about what engagement could do
• Anytime you want to understand your opportunity
Where Does Assessment Take Place?
Assessments are conducted remotely:
• Information gathering via forms and calls
• Analysis by our team
• Discussion via video or phone
• Results delivered electronically
Who Participates in Assessment?
Typical participants include:
• HR or benefits leadership
• Finance involvement for cost information
• Executive sponsorship for strategic decisions
• Broker participation (optional but often helpful)
See What Our Customers Are Saying
"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"
— Sue D.
“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”
— Cayuse CEO
Everything You Need to Know
At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.
Is this the same as telemedicine?
No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.How many nurses will be assigned to our company?
Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.Who answers calls in the middle of the night?
Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.What protocols do nurses use for triage?
Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.How much does an unnecessary ER visit actually cost?
Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.
