A message from CVRD
Welcome to a whole new platform of benefits, built around what you actually need.

More Than Coverage.
A Whole New World
of Benefits.

The difference

Most brokers hand you a quote and disappear until renewal.

We don't sell a policy and step back. CVRD stays in your plan all year. A broker, a platform, and an advisory team in one.

  • 01Every funding structure on the tableFully insured, level-funded, or self-funded — one team.
  • 02Year-round, not just at renewalAdvisors available all twelve months, not just at renewal.
  • 03The full platform is includedNo add-on fees. Every program comes with your plan.
What we handle

Six pillars. One team. Everything your benefits program needs.

One brokerage, from quote to claim. Here's the full scope.

01 — Strategy & placement

Plan strategy & placement.

Designed around your business, marketed to a competitive field of carriers.

  • Powered by CVRD's Healthcare Operating System
  • Fully insured, level-funded & self-funded plan design
  • Specific & aggregate stop-loss placement
  • Predictive cost intelligence & mid-year optimization
  • Benchmarking against your industry & region
02 — Pharmacy

Pharmacy & Rx spend.

Big PBMs keep the rebates. Our pass-through model sends them back to you.

  • Pass-through PBM with no hidden spread
  • 50% of Rx claims returned to your plan, quarterly
  • Pharmacy spend management & utilization review
  • Manufacturer rebates flow to the group, not the middleman
03 — Compliance

Compliance & filings.

Current, filed, and audit-ready — never chased down.

  • ACA 1094/1095 reporting & employer-mandate tracking
  • ERISA wrap documents, SPDs & named fiduciary
  • Form 5500 & Schedule A preparation
  • COBRA notices, elections & billing
  • Employment-law intelligence & handbooks
04 — Tax savings

Tax optimization.

Payroll-tax dollars back in the business — no change to take-home pay.*

  • FICA optimization: $650–$787 per employee, per year
  • Nine preventive-care services at $0 copay for every employee
  • Zero net cost to access the full CVRD platform
05 — Member experience

Employee experience.

Tools that close the gap between enrollment and engagement.

  • Carey — 24/7 AI care navigator
  • On-demand virtual medical & mental health care
  • Chronic-condition coaching & devices
  • Human care advocates for complex situations
  • Physician matching & employee discount marketplace
  • Year-round communication & interactive guides
06 — Admin & data

Administration & data.

A connected back office and a real-time view of your spend.

  • HRIS & benefits administration, online enrollment
  • Onboarding, offboarding & life-event workflows
  • Real-time claims, pharmacy & trend dashboards
  • Customizable reporting for finance, HR & compliance
  • Predictive analytics & risk identification
Employee care

Tools your team will actually notice and use.

Every program below is included with your plan, built to close the gap between enrollment and engagement.

🧭

Care Navigator

24/7 support to navigate care, find providers, and cut out-of-pocket costs.

Included
📹

Virtual Care

On-demand medical and mental health care that cuts ER and urgent-care visits.

Included
💗

Chronic Care Management

Coaching and devices for diabetes, hypertension, and weight — lowering A1C and claims.

Included
🤝

Human Care Advocates

Specialists for second opinions, cost estimates, scheduling, and claims disputes.

Included
🔎

ClearCare Physician Match

Scores physicians on five dimensions so employees match to the right doctor.

Included
🏷️

Marketplace

Thousands of discounts on travel, dining, electronics, and entertainment.

Included
📣

Year-Round Communication

Targeted reminders all year that drive real use of their benefits.

Included
📘

Interactive Benefits Guides

Dynamic visual guides employees actually read — replacing static PDFs.

Included
🛡️

HR Sentinel

On-demand employment-law answers, handbooks, and templates for HR.

Included
📚

HR & Compliance Resources

Handbooks, policies, and compliance tools tailored to every client — a full library of state-specific resources backed by automation.

Included
📊

Benchmarking & Market Data

See how your benefits stack up against competitors in your industry and region. Real market data for confident, informed leadership decisions.

Included
⚙️

HRIS & Benefits Administration

Online enrollment, eligibility management, carrier connections, and employee self-service — fully integrated with no manual re-entry.

Included
The Healthcare Operating System

Not just benefits — a system built for your business, not the carrier's profit.

Alongside a full suite of benefits, we also offer CVRD's Healthcare Operating System. You pay only for actual claims; stop-loss caps your worst case. Here's how it works.

Traditional fully-insured premium$1.00
65%claims
20%carrier profit
15%admin
The same dollar, on a CVRD plan$1.00
65%claims
10%admin &
PBM
5%stop
-loss
20%back to you

The carrier's 20% profit margin ? 95% of the time, it stays in your business.

Layer 01

Pay only actual claims

Fund a claims account and pay exactly what your employees use — no profit baked in.

Layer 02

Specific stop-loss

If a member's claims exceed your deductible, reinsurance covers the rest.

Layer 03

Aggregate protection

If total claims exceed the attachment point, a second layer caps your worst case.

Who we serve

The same plan, read three different ways.

One of the largest lines on the P&L. We make it work for everyone who touches it.

CFOs & finance

Clarity. Control. Costs reversed.

Forecast spend, see risk early, and control costs all year, not just at renewal.

  • Predictive visibility into claims, pharmacy & cost drivers
  • Model scenarios and intervene mid-year
  • Reclaim capital lost to embedded carrier margins
HR & people

Valued by employees. Trusted by ops.

High-value benefits with less admin and a better employee experience.

  • Tailor benefits without constant plan overhauls
  • Proactive care guidance & on-demand services
  • Clean workflows through seamless HRIS integration
Employees & families

Care you can feel good about.

When a health issue comes up, no one figures it out alone.

  • Nationwide PPO access for flexibility and choice
  • Meaningful prescription savings
  • Dedicated advocates, 24/7
FICA Savings Tools

Nine Services. Zero Copay. Every Employee. Starting Now.

Every enrolled employee and their entire family gets immediate access to all of this. A complete preventive care platform included with your plan, once actively enrolled in the program.

$0
Up to $150K of universal life insurance included
0
Preventive services at $0 copay – discounted
$0
Avg FICA savings per employee / yr
$0
Net cost increase for the employer
🩺24/7 Access

Virtual Primary & Urgent Care

💼Up to $150K

Universal Life Insurance

💊1,000+ Meds

Prescription Medications

🧠Nationwide Network

Mental Health & Behavioral Care

🦴66% Fewer Claims

Musculoskeletal Care

🔬$0 Copay

Preventive Lab Panels

🌿Physician-Supervised

GLP-1 Weight-Loss Program

🔭3 Visits / Year

Virtual Dermatology

🐾All Pets Covered

Pet Telehealth & Rx Savings

The people behind CVRD

A team that's built, scaled, and exited companies.

Lawyers, CFOs, and benefits architects, tired of watching employers get less than they deserved.

John Engers

John Engers

Cofounder · Operations

Former pro baseball player turned attorney and insurance agency founder. Built and exited an agency before co-founding CVRD. Risk-management expert.

Ian Rice

Ian Rice

Cofounder · Technology & Innovation

Healthcare benefits expert who structures innovative plans for mid-market employers. Architect of CVRD's plan-design philosophy.

Jenn Knoop

Jenn Knoop

Cofounder · Business Development

A 20+ year benefits veteran and former brokerage owner who built, scaled, and sold healthcare companies. Founded CVRD to fix what was broken.

James Munch

James Munch

Cofounder · Strategy

Former corporate finance professional turned entrepreneur who most recently built and exited a tech-enabled service company for the nonprofit industry.

What clients say

Trusted by forward-thinking organizations.

★★★★★
Our partnership with CVRD has empowered us to deliver better value to our employees, enhancing both satisfaction and retention.
Rachel
Head of HR · Systems Integration Company
★★★★★
With CVRD's platform, we've achieved unprecedented transparency in our healthcare spending, leading to significant cost savings.
Michael
CFO · 300-Employee Tech Company
★★★★★
The ability to make mid-year adjustments has let us stay agile and responsive to our employees' needs while controlling expenses.
Samantha
HR Director · Global Distribution Company
★★★★★
CVRD has transformed how we manage healthcare costs. The real-time insights have been a game-changer for our budgeting process.
Alex
CFO · Tech Innovation Company
The last healthcare plan you'll ever need

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