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The Explainable Broker

Resources

Work through the numbers and decisions behind a benefits program. Explore models and frameworks you can use in your own work.

Free Excel workbook

Self-Funded Rating Model (Sample)

Follow a self-funded projection from claims experience to expected and maximum cost. Four sheets, fully synthetic data, and visible formulas show how the assumptions shape the number.

Explore the model
One-page PDF · The Mahoney Group

CASE: From Truth to Value

A one-page framework for clarifying the facts, assigning decision owners, comparing options, and closing meetings with a success measure, deadline, and follow-up.

Download the PDF