Concierge Advocacy for Busy Public Company CEO and Family

Background:

• Based in Boston with multiple state residences

• Busy family of 5 with children aged 8 to 27

• Spouse is cancer survivor with ongoing care needs

• Adult son has severe disability requiring extensive out-of-network care and ongoing billing support

How We Helped:

• Recommended best health plan to serve family

• Reviewed, filed and resolved 60+ medical bills

• Helped select, preauthorize and transition to new providers

• Supported difficult Rx access & pricing issues

• Provided ongoing cost management support for out-of-network provider billing

Outcome:

The family now enjoys a strategic approach to their healthcare management. With the son's long-term care and financial stability in capable hands, and a 350% return on their investment in fees, they can focus on what matters most—each other.