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Step 1:
Contract Intelligence
Everything begins with your contracts. We review every governing agreement to identify hidden fees, restrictive audit language, ERISA and CAA compliance issues, and missing employer protections.
What we review:
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Fee structures and caps
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Contractual limitations
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Ambiguous or conflicting provisions
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Fiduciary responsibilities
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ERISA compliance
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CAA requirements
What you get:
A detailed report identifying contractual risks, financial exposure, and prioritized recommendations for you and your legal counsel – plus the rule set that powers the platform's ongoing review of your claims.
Case Study: A self-funded employer's TPA agreement included percentage-based fees as high as 40% with no cap, audit rights limited to an exhibit the employer had never seen, and language that disclaimed fiduciary responsibility while billing for "fiduciary services." ClērBlū's contract review flagged these gaps giving the employer's counsel the specifics needed to negotiate broader audit rights, clearer fiduciary accountability, and capped fees.
Find out what's in your contract.
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