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Your best thinking.
Every client.
Every time.
NavMD gives advisors prioritized, quantified, evidence-backed recommendations from employer health data, so every client gets your best strategic thinking.
You didn't get into this business to build reports. You got into it to advise.
is enough for a full risk assessment and funding recommendation on any plan, even fully insured.
want a multiyear benefits strategy from their advisor. Barely half say they're getting one, per Zywave's 2026 survey of 1,400+ employers.
Start with one group, using the data you already have. Value first. Platform commitment never required.
The capacity gap
The industry solved access to data and stopped there. Dashboards hand you information and leave the hard part to you: what to prioritize, what it's worth, and what to say to the employer.
Strategy gets rationed
Real strategic reviews take senior expertise and time. Only a handful of top accounts get them, while the rest of the book gets a renewal spreadsheet.
Quality depends on who had time
The advice a client receives varies with which consultant ran the analysis. Consistency across the book is nearly impossible to deliver by hand.
You didn't get in this business to build reports
You got in it to advise. Advisory Intelligence gives every consultant on your team senior-level strategy for every group, and gives you your hours back.
Advisory Intelligence
in three steps
1. Run your first group
Bring a census (Census.IQ) or claims files (Advisory.IQ). Sales opportunity or renewal, either door works. No migration, no retraining, no platform commitment.
2. Deliver the briefing
Get back an executive-ready strategy: a funding recommendation, prioritized opportunities, quantified savings, and the exact discovery questions to drive the employer conversation.
3. Scale it across your book
Operationalize Advisory Intelligence with NavMD Insights: every analysis in one place, standardized reporting across your book, and your brand on every deliverable, so every client gets your best thinking, every year.
One engine. Two doors.
One platform.
Census.IQ and Advisory.IQ run the same Advisory Intelligence engine and produce the same sales and renewal outputs. The only difference is the data in. Insights operationalizes it across your book.
Census.IQ
A full risk assessment and funding recommendation on any group, fully insured included, from nothing but a census. Before or after you've won the business.
Explore Census.IQ →Advisory.IQ
The same executive briefing with claim-level evidence: medical, Rx, and enrollment data transformed into prioritized, quantified strategy for any group in your book.
Explore Advisory.IQ →Insights
The Advisory Intelligence platform: every past analysis in one place, standardized clinical, financial, and experiential reporting, and deliverables that carry your brand. The operating system for your advisory practice.
Explore Insights →The next generation of
health care innovators
The Advisory Intelligence Playbook
The category manifesto: why the capacity gap, not data access, is what's holding advisory firms back, and how Advisory Intelligence closes it. The worldview behind everything we build.
From recommendation
to results
When Advisory Intelligence surfaces an opportunity, the NavMD Marketplace connects you to vetted, proven solution partners, then tracks the results to prove the ROI.
Identify emerging risk
Spot where your population's risks are headed before high-cost claims land.
Choose a partner
Our health strategy team coordinates the right vetted solution partner.
See & track results
NavMD monitors deployed solutions and shares ROI insights with you.
One engine. Two doors.
One platform.
Every recommendation NavMD delivers is prioritized, evidence-backed, financially quantified, actionable, and explainable, whichever door you come through.
Advisory.IQ
Strategy that doesn't depend on which analyst had time this week.
Advisory.IQ transforms actual medical, Rx, and enrollment data into an executive-ready briefing, sales or renewal, with every recommendation grounded at the claim level.
- Claim-level evidence. Every recommendation cites the utilization, cost driver, or gap in care that triggered it. You always know why, not just what.
- A disciplined engine, not a slot machine. Recommendations are scored on impact, confidence, and effort. Weak recommendations are suppressed, never promoted to fill a page.
- Consultant-grade deliverable. The Executive Briefing opens in any browser and reads like it came from a senior consulting firm. No portal. No license. No login.
- Sales and renewal. Same engine, same outputs as Census.IQ. Use it to defend a renewal or win a self-funded prospect.
Our guarantee: if your Executive Briefing doesn't deliver recommendations you can act on, we'll refund it. We put our money where the recommendations are.
Census.IQ
No claims data? No problem.
Give Census.IQ a census file on any group (a fully insured prospect, a renewal, any size) and get back a risk profile, a funding recommendation with the rationale, prioritized opportunities with dollar estimates, and the discovery questions to run the meeting.
- A full risk assessment from a census file alone. Risk profile and funding recommendation from nothing but a census. Nobody else in the room will have it.
- Win before the data exists. Model a fully insured prospect's risk before you've won the business, and walk into finals with answers the incumbent can't produce.
- Built for the meeting. Every briefing includes the discovery questions that turn analysis into an employer conversation.
Our guarantee: if your Executive Briefing doesn't deliver recommendations you can act on, we'll refund it.
Insights
The operating system for your advisory practice.
NavMD Insights operationalizes Advisory Intelligence across every client: every past analysis in one place, standardized clinical, financial, and experiential reporting, and deliverables that carry your brand, not ours.
- Day-one standardized content. Clinical, financial, and experiential reporting to track trends, spot hot spots and high-cost claimants, and find gaps in care.
- Real-time plan modeling. Assess scenarios and model deductible changes, and see employer and employee impact instantly.
- Your brand, front and center. Move beyond generic visualizations to customized, branded reports that strengthen your client relationships, not ours.
- Live in 60 to 120 days. We acquire, transform, and enrich your data faster than the industry norm, with a 120-day implementation commitment you can hold us to.
Solutions in minutes,
not days.
Advisory Intelligence tells you what to do next. The Marketplace connects you to vetted point solutions that get it done: saving money, providing better care, and driving lasting results.
Identify emerging risk
See where your population's risks are headed and mitigate high-cost claims before they happen, with every opportunity quantified inside the platform.
Choose a solution partner
Once you've identified a point of interest, our health strategy team coordinates the introduction to a vetted solution partner that fits.
See & track results
NavMD continually monitors deployed solutions and shares ROI insights, so savings claims are verified, not just promised.
What it takes to be
in the Marketplace
We work behind the scenes to find vetted, proven partners that save money, provide better care, and drive lasting results. The bar is deliberately high.
Proven & Trusted
- In business for at least 3 years
- Third-party validation of product or service results
Transparency
- Access to member, service, and program utilization and results
- Data shared with authorized marketplace and client partners, including NavMD
Shared Success
- Support routine client training sessions
- Believe in what we're accomplishing for mutual clients
Value-Based Practices
- Focus on value creation, not expense to the system
- Performance guarantees or shared-savings arrangements
More exposure.
More business.
Once you're built into the Marketplace, advisors and employers see your potential impact on their plan, and a dedicated NavMD team member educates, qualifies, and delivers the introduction.
Learn. Grow.
Advise with authority.
Client success stories, the Advisory Intelligence Playbook, and marketplace webinars from our vetted solution partners.
From the next generation of
health care innovators
The Advisory Intelligence Playbook
The category manifesto: why the capacity gap, not data access, is what's holding advisory firms back, and how Advisory Intelligence closes it. The worldview behind everything we build.
With our vetted solution partners
RxGenomix
Brad Tice, Founder & CEO, on pharmacogenomics and smarter medication decisions.
Watch →PeakMed Life Centers
Nathan Houghton, Manager DPC Solutions, on direct primary care in the modern health plan.
Watch →True Captive Insurance
David Voorhees, Founder & CEO, on captive strategies for mid-market employers.
Watch →ClearTrack HR
John McFarland, President, on benefits administration and compliance made simple.
Watch →Stop analyzing.
Start advising.
Run Advisory Intelligence on one group and see what your clients have been missing. If the briefing doesn't deliver recommendations you can act on, we'll refund it.