Solution introduction

Bring Healthcare Planning In-House With HealthPlanner

Caribou's software takes the heavy lifting out of planning for healthcare costs

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.

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