A lot of wins, with lots more to go.

We like to celebrate proactive planning and cost saving opportunities. Curious about what that would look like? Look no further.

Senior saving money
Case study showing financial savings

Smooth Insurance and Life Transitions

Without the right planning, insurance transitions are left to clients to figure out. In some cases, clients could be overpaying or exposed to penalties for missed deadlines.

Personalized Cost Clarity

Wouldn't it be great to understand clients' personalized healthcare costs down to the level of prescription drug costs? Now you can.

Case study showing medication cost estimates
Case study showing financial savings

A Trusted, Non-biased Resource

There are great agents out there, but at the end of the day, they make money based on commissions and often don't represent all options. We're different.

Meet Susan

A partnered financial advisory firm used Caribou's software with Susan who was approaching Medicare eligibility. Susan retired early and was currently on a retiree health plan. She wants to retain access to the hospital down the street, she has a second home out-of-state, and plans to travel during retirement.

Using Caribou, Susan's advisor was able to generate best suited plan options for Medicare Supplement and Drug coverage based on her preferences.

The advisor had clear outlines of the associated costs and her maximum financial exposure within a given year, strengthening her financial plan.


Susan proactively made an informed decision about her health insurance in a conversation with her financial advisor, who now better understood expected costs for the upcoming year.

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Smiling Caribou Advisor showing costs

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