Process
Simple & Flexible Process
Our process is designed to complement your firm’s unique operational culture. Each client engagement is structured to meet their unique needs. A typical engagement generally follows a five-step process.
- 1 Financial Sponsor announces initiative to help portfolio companies optimize healthcare and benefits costs.
- 2 A health and benefits questionnaire is completed using Redgate’s proprietary software tool – Portfolio Benefit Manager (PBM).
- 3 RedGate provides healthcare and benefit analysis and opportunity assessment to the financial sponsor.
- 4 Redgate and the Financial sponsor collaborate on a strategy and timetable for achieving H & B Optimization.
- 5 Redgate in partnership with Portfolio company and financial sponsor execute strategy and deliver stewardship reporting to measure results.
Our clients have a distinct advantage
Imagine having a team of experienced and independent healthcare and insurance experts supporting your current and future portfolio to insure you are optimizing your largest expense after Payroll….and doing it in a way your leadership teams will welcome.