Your Readiness Checklist

NextGen Benefits Ascend 2026 Summit — AttendAscend.com

If your group has 100 or more employees, predictable claims, and a leadership team hungry for savings, there’s a good chance you’re outgrowing the fully insured model. At that point, self-funding stops being a risk—and becomes a strategic advantage.

But timing matters.
Preparation matters.
And having the right roadmap matters even more.

That’s why we built the ASCEND Self-Funding Readiness Checklist — a simple, strategic guide that helps employers understand when they’re ready to take control of their health plan, reduce waste, and unlock meaningful financial savings.

In the checklist, we break down the must-have elements:
• Plan size and stability — Understanding when scale works in your favor
• Claims consistency — Spotting patterns that predict future savings
• Leadership alignment — Ensuring the C-Suite supports the shift
• Risk education — Knowing how to stop-loss caps exposure and protect the plan
• Data readiness — Turning transparency into measurable outcomes
• Operational preparation — Setting up partners, processes, and protections

When employers get these pieces right, the transition to self-funding becomes safe, controlled, and financially powerful.

At ASCEND 2026, we’ll walk you through the whole checklist, show you how to present it to your clients, and give you the language, tools, and confidence you need to lead the conversation.

If they’re ready — this is how you prove it.
If they’re not — this is how you get them there.

Access the complete readiness framework — only at ASCEND.
Secure your seat at AttendAscend.com.