Your in-house healthcare experts

So you don't have to be.

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Screenshot of Caribou healthcare planning software

Caribou's healthcare planning software mitigates financial risk by identifying planning opportunities and predicting costs as clients go from building a family to getting ready to retire, and beyond.

  • Gather valuable insights into your clients healthcare goals and put a plan in place for the future.
  • Provide clients with a personalized summary of their best-fit plan options to make health insurance enrollments easy.
  • Cater to the needs of your clients at different life stages and with different levels of service.
  • Engage in long-term care planning sooner, rather than later.

Transparent & flexible for firms of all sizes.

Clients become "members" through a flexible, selective roll-out with no upfront commitment. Individual starting prices shown below but Family pricing is also available.
White-labeled platform
Branded Resources
Office Hours
Webinars
Navigation Services
HEALTHPLANNING ANALYSIS
Health Cost Estimator
HSA & Tax Deductions
Enrollment Dates & Steps
Tailored Insurance Options
Doctor Search
Medication Costs
Debrief/Consult Call
SUPPORT/COMPLIANCE
Account Manager
SEC-Compliant Archiving

Essential

starting at

$150

/member/yr
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Own analytics platform
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Chat support
Satisfaction guaranteed
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Chat support
$125/hr
Chat support
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Upgrade available
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Account Manager
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Upgrade available
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Satisfaction guaranteed
Chat support
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Plus

starting at

$250

/member/yr
All limited links
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All limited links
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Own analytics platform
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Chat support
Satisfaction guaranteed
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Chat support
$125/hr
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Account Manager
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Account Manager
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Satisfaction guaranteed
Chat support
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Consumer

at

$475

/member/yr
All limited links
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All limited links
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Own analytics platform
Black checkmark icon
Chat support
Satisfaction guaranteed
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Chat support
$150/hr
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Optimize hashtags
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Optimize hashtags
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Optimize hashtags
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Account Manager
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Account Manager
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Number of articles
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Satisfaction guaranteed
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Satisfaction guaranteed
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Satisfaction guaranteed

*Listed prices do not include any applicable state or local taxes that will be applied at time of purchase.
**Navigation hours are billed when tapping into Caribou's network of Healthcare Advisors.

Interested in offering healthcare planning to many clients?

Discounts begin at as little as 25 clients and scale based on volume or if you commit upfront.

See Discounted Prices

It's easy to get started today

A strong healthcare plan

Start with One
Test our offering with one client to get valuable feedback.

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Plan Launch
Commit to a plan that works best for your firm once you've seen the value.

Want to learn more?

Book a call