BROKER SOLUTION

Trifecta combines technology and Nextgen consulting strategies into one analytics platform.

We’ve lived it. Trifecta was created by brokers for brokers. We’ve taken the difficult parts of your job and automated it so you can offer value to your clients and prospects without even thinking about it.

What does that mean?

  1. Forensic control of your client’s data

  2. AI predictive capabilities

  3. Nextgen cost reduction opportunities

  4. Weaponized dashboard and ROI calculator for winning new customers

  5. Automated presentations and videos so you can present actionable insights and relevant content at a moment’s notice to your clients

  6. A partner that will track savings and measure results for you over time

  7. Resulting in an 80% reduction in work-load and a 3-5x increase in potential bandwidth

Made for Brokers

- Centralized Consulting Solution

- Robust analytics tool

- Real AI Forecasting

- Industry Differentiator

THE TRIFECTA COMPONENTS

Trifecta Automated Advisor

  • Mines data for savings opportunities

  • Makes program recommendations

  • Generate guaranteed ROI

Trifecta Claims Compass

  • Key data insights

  • Utilization metrics

  • Benchmark reporting

Trifecta AI Predictions

  • Claims forecasting

  • Financial forecasting

  • Early interventions

WHITE LABEL CAPABILITY

Trifecta complements your technology solution with white-labeling capabilities.

We understand the importance of presenting a cohesive brand experience for clients, which is why Trifecta offers a white-labeled solution for clients. With Trifecta’s white-label capabilities, you’ll have the option to put your desired brand front and center on your clients and customers' online dashboard.

Additionally, all published Customer Report Cards will show your desired branding, which will reinforce your brand and company to clients with each presentation provided by Trifecta.

THE TRIFECTA MOBILE APP

Your members will have an incredible personal experience with unified Trifecta Command Center insights 

Trifecta programs embedded in the app, include:

  • 24/7 Concierge Service

  • $0 copay telemedicine / Direct Primary Care

  • Trifecta program info and insights

  • Benefits plan info and

  • Rx program information

  • Self-care features

  • Healthy eating plans

  • Healthcare vendor info

  • Customizable employer information

  • And much more all stored in one spot!


THE TRIFECTA PROCESS

A simple process with industry experts leads to a customized solution that can continually be optimized