Reporting & Analytics

Data that drives decisions

Comprehensive reporting and analytics that demonstrate value and guide continuous improvement

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Why do reporting and analytics matter?

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You can't manage what you don't measure. Reporting shows what's working. Analytics reveal opportunities. Together, they enable evidence-based decisions about your healthcare benefits.

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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.

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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
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Engagement Reporting

Tracking employee engagement with Weltrio services—who's using what, how often, and what outcomes result.

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Cost Analytics

Analyzing healthcare costs to understand drivers, trends, and opportunities for optimization.

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ROI Measurement

Quantifying return on investment from Weltrio services and other healthcare programs.

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Benchmark Comparison

Comparing your performance to similar employers to identify where you're ahead or behind.

What is Reporting & Analytics?

Reporting & Analytics transforms healthcare data into insights that drive better decisions.

Healthcare generates extensive data: claims, utilization, engagement, and outcomes. Raw data is overwhelming. Reporting and analytics process this data to reveal patterns, trends, and opportunities.

The output is actionable intelligence—not just numbers, but insights that enable confident decision-making about your healthcare benefits.

Why Is Healthcare Data So Underutilized?

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

Analytics transforms data into actionable insights.

Data Integration

Gathering data from multiple sources: claims, engagement, pharmacy, and other relevant streams.

Analysis

Applying analytical methods to identify patterns, trends, and opportunities.

Reporting

Communicating findings through reports tailored to different audiences and purposes.

Insight Translation

Translating analytical findings into specific recommendations and action plans.

When Are Reports Produced?

Reporting follows regular cadence:

• Monthly engagement summaries
• Quarterly performance reviews
• Annual comprehensive analysis
• Ad-hoc reports for specific questions

Where Does Data Come From?

Analytics draws from multiple sources:

• Weltrio engagement and service data
• Claims data (for self-funded clients)
• Pharmacy utilization
• Biometric and health assessment data

Who Uses Analytics?

Multiple stakeholders benefit:

• HR leaders evaluating programs
• Finance teams understanding costs
• Executives making strategic decisions
• Weltrio teams optimizing services

See What Our Customers Are Saying

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"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.