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. With HealthPlanner, you can:

• 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.

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Health plan optimization through the matching of health, budget, and preference needs to plan options for the Marketplace and Medicare due to life events.

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• Tax savings finder that identifies  tax savings opportunities such as premium tax credits, medical tax deductions, and HSA tax savings.

• Summary charts of current coverage and expenses, as well as snapshots for future events (e.g. “What does Medicare look like for this client in TX on this drug?”) to create more comprehensive financial plans.

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