See exactly what you’ll receive when you analyze your PBM contract.

Every analysis starts with a free Quick Look. When you upgrade to a Full Assessment, four additional reports unlock. Each is built for a specific decision in the contract lifecycle. Every sample below uses the same methodology applied to a real contract template.

Full Assessment

Each Full Assessment generates the full report suite.

The Quick Look tells you what’s wrong. The Full Assessment tells you what to do about it. Each report below is built around a different audience and a different decision moment.

Contract Scorecard sample showing Fiduciary Alignment Score of 34/100, three domain scores, and individual provision scores

Contract Scorecard

The full quantitative picture.

What it is

A complete fiduciary scorecard with the headline Fiduciary Alignment Score (0–100), three domain scores, and individual scores for every provision evaluated. Includes evidence citations from your contract and reference-database percentile placement.

Who it’s for

Plan committees and sponsors who need a defensible, presentation-ready document to anchor a fiduciary review.

When you’d use it

Before a committee meeting, a board approval, or any moment that requires a single document showing the contract’s standing.

Executive Brief sample showing board-ready narrative summary with key metrics and recommended next actions

Executive Brief

A board-ready narrative summary.

What it is

A two-to-three page narrative summary written for non-technical readers. Translates the quantitative scoring into a clear story about fiduciary standing, statutory exposure, and recommended next actions.

Who it’s for

Plan committees, executive leadership, and board members who need to understand the analysis without reading the technical scorecard.

When you’d use it

Before any leadership conversation about the PBM contract. The Executive Brief is what gets attached to a board meeting agenda.

Data Sovereignty Score sample showing DSI Designation result and per-provision floors

Data Sovereignty Score

A specialized lens on data control and audit rights.

What it is

Your specific result on the five Data Sovereignty provisions: data ownership, audit rights, conflicts disclosure, formulary economics, and rebate revenue. Earns one of four Designation tiers (Gold, Silver, Bronze, or Ineligible).

Who it’s for

Plan sponsors who want a sub-certification focused specifically on whether the contract gives them genuine control over their own data and economics.

When you’d use it

Whenever data sovereignty is a strategic priority. Particularly relevant for self-funded employers preparing for CAA 2026 audit-rights enforcement.

Negotiation Report sample showing negotiation strategy and priority redlines for flagged provisions

Negotiation Report

Redline-ready language for every flagged provision.

What it is

Eight to ten page report providing provision-by-provision redline language for every Red Flag and Concern finding. Includes the current contract quote, proposed replacement language, and a negotiation priority assessment for each item, so you know what is non-negotiable and what is achievable.

Who it’s for

Plan sponsors and the advisors leading their negotiations. Designed to be handed to outside counsel without further preparation.

When you’d use it

Before contract execution, contract renewal, or any negotiation with the PBM where contract terms are in scope.