A strong referral can still lose momentum when the first conversation lacks a shared value frame.
Benefits leaders want financial confidence while brokers need a story they can repeat without clinical overreach.
Who you’d be doing this for
“I need a clear case for spend reduction, not another vendor promise.”
Diana Lebedev · Director of Total Rewards
Leads benefits decisions for a self-insured employer introduced through a consultant.
What is at stake
Fourteen of 19 broker-referred opportunities stopped after the first discovery call. You need to weigh a faster broker-ready story against the evidence needed to make ROI claims credible.
Why it isn’t already fixed
Every obvious fix costs something else. That’s the part you’d have to decide.
- broker simplicity vs evidence precision
- pipeline speed vs qualification quality
- financial proof vs clinical nuance
Why Sword Health
Pulse must earn employer confidence in measurable cardiometabolic value before it can become a covered benefit.
Written with these in mind
Not your kind of problem? 46 more at Sword Health, or browse every organization.
This is the setup. The work is inside.
Running it puts you in the room: the full situation and its constraints, stakeholders who push back in their own words, and the decisions that are yours to make. What you produce becomes a Day One Plan — work you can show someone instead of describing.