Pareto Value Prop
Renewals and Playbooks
Implementation
Cost Containment
For Funsies
100

Reducing volatility to make self-insurance realistic for more employers and helping employers lower the cost of healthcare

What are the two pillars of Pareto's mission?

100

These are crucial during the renewal process to discuss performance and future rates

What are preliminary calls?

100
Full captive implementation document, signature pages, capital invoice

What are the three attachments you receive from your Pareto IAM when you receive your Captive Subscription Agreements?

100

The data transfer for this implementation can take 6 months or more

What is Springbuk?

100

This person recently abandoned Philadelphia and never looked back. They love surfing and hanging ten.

Who is Tyler Kaiser?

200

950,000

What is the approximate number of lives covered by Pareto?

200

125%

What is our aggregate attachment point?
200

The new people lead for Implementation Account Managers

Who is Alex Pill?

200

This stakeholder must initiate engagement when using the passive version of SmartMatch.

Who are plan participants?

200

This person is a stand up comedian.

Who is Rick Boyd?

300

30%

What is Pareto's rate cap?

300

The data program utilized for deeper dives into playbook data

What is Tableau?

300

Sold notice from UW, Admin Worksheet Completed, Legal Docs/Capital Invoice sent, Stoploss Paperwork Executed, Fully executed policy rec’d, account transitioned to AM

What are the correct steps to a successful implementation?

300

These groups with UMR have access to Progeny.

Who is no one?

300

$1,192

What is the tab at City Work's last night?

400

Keeping your TPA, your network, your plan design, your policy type, and your specific stop loss deductible

What is adding Pareto to your existing self-insured platform?

400

Medical Review, Prior Performance, MCCI

What are the three points of data you would use to validate the rate that underwriting has assigned for a group?

400

45 to 90 days from effective date

What is the target date window to begin an implementation?

400
Employers using this program have seen 8% savings in total cost of care and 41% fewer ER visits

What is One Medical?

400

King Frederick II

Who is the King of Prussia?

500

DAILY DOUBLE **The third pillar of Pareto's value prop**

What is helping brokers grow and maintain their book of business through a limited distribution channel?

500

Total incurred or paid claims, Network changes, Demographic changes, Plan design changes, Trend, Risk corridor, Manual factors

What are the factors we take into account for aggregate calculations?

500

Stop loss application & direct deposit form -> policy released -> plan document

What are SunLife's stop loss paperwork requirements?

500

The diabetes medication treatment being vetted for future cost containment programs

What are GLP-1s?

500

Vilfredo

Who is Pareto's namesake?

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