INDUSTRY INSIGHTS
PE Leaders: If This Year’s Health Plan Renewal Frustrated You, Now Is the Time to Act
If your portfolio companies experienced another difficult health plan renewal this year—double-digit increases, limited transparency, or few strategic options—waiting until the fall to revisit your strategy will put you back in a defensive position.
June is the time to start.
A successful transition in health plan strategy requires a 6-month runway. That’s what it takes to properly evaluate alternatives, implement structural changes, and ensure a smooth rollout without disruption to employees.
At Hauser, we conduct a comprehensive analysis of each portfolio company’s health plan and provide clear, data-driven recommendations on:
- The optimal funding strategy: ICHRA, self-funded, or fully insured
- Containment strategies for high-cost claimants
- Spousal carve-outs and dependent eligibility strategies
- Stop-loss structure and risk tolerance alignment
- Long-term cost forecasting and benchmarking
For private equity firms, the opportunity isn’t just to manage next year’s renewal—it’s to strategically reduce volatility and create sustainable cost control across the portfolio.
If you weren’t satisfied with your recent renewal outcome, let’s start the conversation now — while you still have leverage and optionality.
By the time renewal quotes arrive in the fall, the window for strategic change is narrow. The firms that move in Q2 and Q3 are the ones positioned to win in Q4.
Let’s be proactive.
info@thehausergroup.com | (513) 745-9200 | 5905 E. Galbraith Rd., Suite 9000 Cincinnati, Ohio 45236