Reporting & analytics

Self-funded plan analytics,
built into the system that pays the claims.

Standalone analytics tools see your plan through a file someone exported last month. Claimaro's reporting reads the same live claims, eligibility, and accumulator records the adjudication engine writes, so you know where the money is going today, not after the next data drop.

Healthcare claims analytics for self-funded plans

Health plan analytics, claims data analytics, stop-loss reporting, and renewal data from the platform that administers the plan, for TPAs, self-funded employers, and the brokers who advise them.

◆

Live claims data analytics

Report datasets for claims, members, enrollment, payments, and providers run on the records adjudication writes, not on an extract, with starter templates so the first report takes minutes.

▤

Operational dashboards

Operational dashboards put the plan's day-to-day numbers in one view, so your team works the plan instead of building spreadsheets about it.

!

Stop-loss reporting & large claimants

Large-claimant and aggregate reports, attachment tracked against paid claims, and threshold and trigger-diagnosis alerts that surface stop-loss exposure before the carrier asks.

↗

Cost drivers & scenarios

Code Analytics shows the top CPT and ICD-10 codes behind your spend, and the actuarial workbench models what changes. For plan design modeling, see self-funded plan design software.

⏱

Scheduled, saved reports

Save a report definition once and schedule it by email, daily to quarterly: monthly to the CFO, quarterly to the broker, without an analyst.

✦

Board and renewal decks

Export report decks to PowerPoint or PDF for board meetings and renewals, and export any report to CSV, Excel, or PDF for your consultant's own models.

$0

Analytics shouldn't need a data feed

Most self-funded plan analytics products are a second system: the TPA exports claims files, someone maps them, and the dashboard shows what the plan looked like weeks ago. Claimaro removes the handoff. The platform that enrolls members, adjudicates claims, and pays providers is the same one you report from, so there is no feed to break, no reconciliation between two sets of numbers, and no extra license. The report engine, dashboards, and reports library are included for every customer at flat published pricing.

Analytics vs. administration

You shouldn't have to choose.

Search for self-funded plan analytics and you find two categories: analytics tools that model data but never touch a claim, and administration systems that process claims but leave reporting to someone else. Claimaro is the administration platform with the analytics built in. If you run or advise a self-funded plan, the data you need already lives where the claims are paid. You just need to be able to see it.

Self-funded health plan software For TPAs
Saved report · Scheduled monthly
Plan spend vs. budget
Claims report set
By provider · by month · top CPT and ICD-10
Stop-loss tracking
Large claimants · attachment · trigger alerts
Email to: CFO, broker · Export: PowerPoint, PDF, CSV

Self-funded plan analytics questions

What is self-funded plan analytics software?

It shows a self-funded employer, TPA, or broker where the plan's money is going: claims spend against budget, cost by member, provider, and plan tier, accumulator and stop-loss exposure, and the trends that drive a renewal. Most products in this category are standalone analytics tools that load claims files exported from a TPA or carrier. Claimaro is different: the analytics run inside the same platform that adjudicates and pays the claims, so the numbers are live rather than last month's extract.

Is Claimaro an analytics platform or a claims administration platform?

Both, and that is the point. Claimaro is a core administration platform: enrollment, eligibility, claims adjudication, payments, and finance in one system. Reporting and analytics are built on top of that same database, so you get operational dashboards, report datasets for claims, members, enrollment, payments, and providers, stop-loss large-claimant and aggregate reports, Code Analytics, and an actuarial workbench without a second vendor or a data feed to maintain.

Is analytics an extra module or cost?

No. The report engine, dashboards, the reports library, and the actuarial workbench are included at the same flat, published pricing, from $3,500/month + $5.00 down to $2.00 PMPM, zero per-claim fees.

We already use a standalone analytics or actuarial tool. Does Claimaro replace it?

Not necessarily. Dedicated analytics and actuarial platforms do specialist work Claimaro does not claim, such as formal IBNR reserving, rating manuals, and benchmarking against outside populations. If you keep one, Claimaro becomes a clean source for it: any report exports to CSV, Excel, or PDF for any date range, and a consultant can get a login scoped to reporting. Many plans find the day-to-day questions are answered in-platform and the specialist tool is only needed at renewal.

Can our broker, consultant, or board see the numbers?

Yes. Role-based access gives a broker or consulting actuary a reporting-only login. Saved reports are emailed on a schedule, daily to quarterly, and report decks export to PowerPoint or PDF for renewal meetings and board decks.

Does it track stop-loss exposure?

Yes, with the stop-loss module switched on for your account. Claimaro tracks specific and aggregate attachment against paid claims, alerts on thresholds and trigger diagnoses, produces large-claimant and aggregate reports, and generates carrier notices as CSV and PDF. Placement of the policy stays with your broker and carrier. See stop-loss insurance for how the pieces fit.

See your plan's numbers live

Book a 20-minute demo and we'll walk the reporting, dashboards, and stop-loss reports against a plan like yours, then show the rest of the platform they come with.