Your systems grew in patches. Now the work lives in the gaps.
Arkiplanner helps benefits organizations connect sales and operations: an independent evaluation first, then a phased plan they can afford.
The problem usually shows up as manual work.
Deals live in spreadsheets
Sales and account management track pipeline by hand while operations runs somewhere else.
Manual work fills the gaps
Eligibility, claims and billing don't line up, so reports and financials won't reconcile, and they're never off by the same amount.
Software renews. Adoption doesn’t.
You are paying for platforms nobody can clearly say are being used well.
Every recommendation gets expensive
Platform vendors recommend their platform. Large firms recommend transformations sized for a different budget.
A trigger exposes the gaps
A self-funded launch, growth, new leadership or a carrier relationship puts pressure on the systems.
Nobody owns the space between
Sales sees pipeline. Operations sees process. IT sees systems. The break often sits between them.
Start with an independent answer.
Arkiplanner is paid to evaluate the problem whether or not anything gets built. That changes the incentive. Four things that usually come with a recommendation are off the table:
No platform to push
The recommendation does not depend on selling you software.
No automatic rip-out
We keep what works and migrate only when it’s holding you back.
No giant first commitment
The work is phased. Each decision can stand on its own.
No junior handoff
One senior lead remains accountable, with specialists brought in where the build requires them.
Built for benefits organizations running lean.
TPAs and administrators
Especially labor and self-funded administrators with manual operations and limited internal technology capacity.
Health plans
Plans launching or growing self-funded business and needing sales, account management and operations to connect.
Benefits companies
Administrators, reinsurers, distributors, voluntary benefits and self-funded programs that need a stronger operating and go-to-market foundation.
Start with the smallest useful step.
Every Advisory engagement begins with an evaluation. Continue only when the next phase makes sense.
Evaluate
Focused evaluation for one team/system, or a broader technology snapshot. Interviews, current-state map, tools, gaps and phased recommendations.
Blueprint
Target process, CRM and systems design, integrations, data map, vendor options and estimated costs.
Build
Arkiplanner scopes the work, brings in the needed specialists and manages delivery, testing and launch, keeping it simple for the people who use it. The complexity stays behind the scenes.
Support
A defined monthly block for system updates, reporting, vendor management and what comes next.
Every step is a fixed fee, scoped after a first call. Stop after any step and keep everything we made.
A few recent projects, by the numbers.
Each figure describes one engagement, not the whole body of work. Benefits clients every year since 2021.
The honest answers, up front.
Will you tell us to replace everything?
Usually not. We keep what works and migrate only when it’s holding you back. The first question is what you already have and what is actually being used.
Can a small firm handle this?
The engagement is led by one senior person and deliberately phased. Specialists are added for operations, development or implementation when the plan calls for them.
Do you build it too?
If you want us to. The evaluation and blueprint stand alone; implementation is a separate decision.
What does it cost?
Every engagement is scoped as a fixed fee after a first call. If the budget is constrained, the answer is a smaller useful phase, not a lower standard.
How do you handle health data?
We work from de-identified data first. When protected health information can’t be avoided, we sign a business associate agreement before we see it.
Before you buy another platform, understand the problem.
Tell us what is happening today. We will tell you what we think the first useful step is.