---
title: Toolkit for a Transition to a Self-Funded Model
description: Unlock substantial cost savings and tailor benefits with our comprehensive self-funded health plan toolkit. Empower your workforce with personalized solutions. Start your journey now!
image: https://engage.personifyhealth.com/hubfs/shutterstock_2259811269.jpg
---

[Personify Health Homepage](https://personifyhealth.com/)

- [Contact us](https://personifyhealth.com/contact-us/)
- [Member support](https://personifyhealth.zendesk.com/hc/en-us)
- [Provider portal](https://personifyhealth.com/events/)

Open language switcher

 English (North America) [English (Global)](https://personifyhealth.com/global/) [German](https://personifyhealth.com/global/de) [French](https://personifyhealth.com/global/fr)

Log in

[Personify Health Member](https://login.personifyhealth.com/auth/realms/platform/protocol/openid-connect/auth?client_id=platform-ui&redirect_uri=https%3A%2F%2Fapp.personifyhealth.com%2F&state=dd70b950-1114-42aa-8c8b-073624e06116&response_mode=fragment&response_type=code&scope=openid&nonce=d3960a57-d56e-4630-a691-6e438b1c9ffe)

[Member Registration](https://enroll.personifyhealth.com/#/)

[Provider](https://mycarehc.com/provider)

[Homepage](https://personifyhealth.com/)

<https://personifyhealth.com/> 

- Who we serve

  Who we serve
  
   We work with a broad array of companies and providers to deliver solutions that truly fit your needs. 

  [Employers](https://personifyhealth.com/who-whe-serve/employers/) [Health plans](https://personifyhealth.com/who-whe-serve/health-plans/) [Health systems](https://personifyhealth.com/who-whe-serve/health-systems/) [Brokers and consultants](https://personifyhealth.com/who-whe-serve/brokers-consultants/)
- What we do

  Solutions overview
  
   We believe that personalized, simplified, and connected solutions empower people to be their healthiest.  
  
  [Solutions](https://personifyhealth.com/what-we-do/)

  [Health Engagement & Wellbeing](https://personifyhealth.com/what-we-do/wellbeing/) [Third party administrator](https://personifyhealth.com/what-we-do/third-party-administrator/) [Healthcare navigation & advocacy](https://personifyhealth.com/what-we-do/navigation-advocacy/) [Care & condition management](https://personifyhealth.com/what-we-do/care-condition-management/) [Payment integrity](https://personifyhealth.com/what-we-do/care-condition-management/)
  
  Health Engagement & Wellbeing
  
  Give people a more engaging, holistic wellbeing experience.

  Third party administrator
  
  Support unique benefits and improve and member service, while reducing costs with a health plan administration solution.

  Healthcare navigation & advocacy
  
  Navigate healthcare with ease, advocacy, and cost transparency.

  Care & condition management
  
  Early intervention and personalized support make managing conditions easier.

  Payment integrity
  
  Contain costs & avoid waste, fraud, and overpayment.
- Partners

  Partners overview
  
   We work with best-in-class ecosystem, network, and technology partners to deliver more holistic health experiences. 
  
  [Partners overview](https://personifyhealth.com/partners/)

  [Partner marketplace](https://personifyhealth.com/partners/ecosystem-partners/) [Network partners](https://personifyhealth.com/partners/network-partners/) [Technology partners](https://personifyhealth.com/partners/technology-partners/)
  
  Partner marketplace
  
  Choose from a broad range of solutions from category leaders in mental health, family planning, financial wellness, nutrition, and more.

  Network partners
  
  Personalize health plan, contain costs, and access top-quality care with our network partners.

  Technology partners
  
  From web services to AI integrators, we work with leaders in their fields to deliver nimble and innovative solutions.
- Differentiators

  Differentiators
  
   Find out what sets Personify Health above the rest 
  
  [Learn more](https://personifyhealth.com/resources/)

  [PercyIQ](https://personifyhealth.com/percyiq/) [Personify Clinical Board](https://personifyhealth.com/company/personify-clinical-board/) [Success Stories](https://personifyhealth.com/resources/?resource_category=success-story#filter) [Insights Lab](https://personifyhealth.com/insights-lab/)
  
  PercyIQ
  
  Powerful blend of human expertise and next generation AI transforms the member experience and how people get healthier

  Personify Clinical Board
  
  Our internationally renowned Clinical Board fuels our commitment to excellence, shaping our technology and user experiences with the latest scientific evidence and best practices.

  Success Stories
  
  Get up to date on all of the latest in personalized healthcare through our success stories

  Insights Lab
  
  Turn complex health data into meaningful strategies that drive better outcomes
- About us

  Company overview
  
   We’re the first personalized health platform company—ready to empower and engage people to lead healthier lives.  
  
  [Learn more](https://personifyhealth.com/company/)

  [Leadership](https://personifyhealth.com/company/leadership/) [Newsroom](https://personifyhealth.com/press-room/) [Careers](https://personifyhealth.com/careers/) [Resources (blogs, webinars, & more)](https://personifyhealth.com/resources/) [Events](https://personifyhealth.com/events/) [Locations](https://personifyhealth.com/company/locations/)
  
  Leadership
  
  With a wealth of experience and unwavering dedication, they have implemented innovative strategies and technologies that are driving a movement towards a healthier future for all.

  Newsroom
  
  We are your trusted source of insightful articles, expert interviews, and cutting-edge research that will keep you informed and inspired.

  Careers
  
  Personify Health enables people to live happier, healthier lives by engaging them in their health and wellbeing through simplified, personalized, and connected health solutions.

  Resources (blogs, webinars, & more)
  
  Get the latest insights on our personalized health platform, wellbeing, health plan administration, condition management and more.

  Events
  
  Interested in learning more about Personify Health? Find out what events we will be attending this year and be sure to stop by to grab some swag and say hi in

- Who we serve
- What we do
- Partners
- Differentiators
- About us

[Contact us](https://personifyhealth.com/contact-us/) [Member support](https://personifyhealth.zendesk.com/hc/en-us) [Provider portal](https://personifyhealth.com/events/)

 Language

 Log in

Main menu

 Who we serve [Employers](https://personifyhealth.com/who-whe-serve/employers/) [Health plans](https://personifyhealth.com/who-whe-serve/health-plans/) [Health systems](https://personifyhealth.com/who-whe-serve/health-systems/) [Brokers and consultants](https://personifyhealth.com/who-whe-serve/brokers-consultants/)

 What we do [Health Engagement & Wellbeing](https://personifyhealth.com/what-we-do/wellbeing/) [Third party administrator](https://personifyhealth.com/what-we-do/third-party-administrator/) [Healthcare navigation & advocacy](https://personifyhealth.com/what-we-do/navigation-advocacy/) [Care & condition management](https://personifyhealth.com/what-we-do/care-condition-management/) [Payment integrity](https://personifyhealth.com/what-we-do/care-condition-management/)

 Partners [Partner marketplace](https://personifyhealth.com/partners/ecosystem-partners/) [Network partners](https://personifyhealth.com/partners/network-partners/) [Technology partners](https://personifyhealth.com/partners/technology-partners/)

 Differentiators [PercyIQ](https://personifyhealth.com/percyiq/) [Personify Clinical Board](https://personifyhealth.com/company/personify-clinical-board/) [Success Stories](https://personifyhealth.com/resources/?resource_category=success-story#filter) [Insights Lab](https://personifyhealth.com/insights-lab/)

 About us [Leadership](https://personifyhealth.com/company/leadership/) [Newsroom](https://personifyhealth.com/press-room/) [Careers](https://personifyhealth.com/careers/) [Resources (blogs, webinars, & more)](https://personifyhealth.com/resources/) [Events](https://personifyhealth.com/events/) [Locations](https://personifyhealth.com/company/locations/)

 English (North America) [English (Global)](https://personifyhealth.com/global/) [German](https://personifyhealth.com/global/de) [French](https://personifyhealth.com/global/fr)

[Personify Health Member](https://login.personifyhealth.com/auth/realms/platform/protocol/openid-connect/auth?client_id=platform-ui&redirect_uri=https%3A%2F%2Fapp.personifyhealth.com%2F&state=dd70b950-1114-42aa-8c8b-073624e06116&response_mode=fragment&response_type=code&scope=openid&nonce=d3960a57-d56e-4630-a691-6e438b1c9ffe) [Member Registration](https://enroll.personifyhealth.com/#/) [Provider](https://mycarehc.com/provider)

Toolkit

---

## Unlock a Future of Perfectly Crafted Benefits Comprehensive Toolkit for a Transition to Self-Funded

Are you ready to take the reins of your health plan and unlock substantial cost savings while tailoring benefits to your employees' needs? **Shifting to a self-funded model can be the transformative key to achieving both.

We understand that navigating this transition requires expertise and guidance.** That's where our comprehensive self-funded health plan toolkit comes in.

This collection equips you with the knowledge and insights needed to confidently move forward, ensuring:

- **Reduced Costs**: Discover essential strategies to overcome obstacles and optimize expense management in your self-funded plan.
- **Benefit Customization:** Learn how to design the ideal benefits package tailored to your unique needs and employee preferences.
- **Informed Decisions:** Access information on selecting the right benefits partner or TPA for seamless plan administration and unwavering support.
- **Strategic Advantages**: Understand the inherent benefits of self-funding, including greater flexibility and control over your healthcare budget.

Empower yourself today by accessing our free self-funded health plan toolkit and:

- Maximize employee satisfaction with personalized benefits.
- Achieve significant cost savings through strategic management.
- Take complete control over your healthcare budget.
- Make informed decisions for a healthier, more empowered workforce.

**Start your journey to a self-funded future with confidence.   
Download your toolkit now!**

### Get the Resources!

![logo-no pebble](https://engage.personifyhealth.com/hs-fs/hubfs/logo-no%20pebble.png?width=240&height=57&name=logo-no%20pebble.png "logo-no pebble")

![tag](https://engage.personifyhealth.com/hs-fs/hubfs/tag.webp?width=397&height=57&name=tag.webp "tag")

---

©2026 Personify Health

```json
{
  "@context" : "https://schema.org",
  "@type" : "BlogPosting",
  "author" : {
    "@type" : "Person",
    "name" : "Personify Health",
    "url" : "https://engage.personifyhealth.com/author/personify-health"
  },
  "dateModified" : "2024-11-25T22:29:25.026Z",
  "datePublished" : "2024-08-06T09:32:20.000Z",
  "headline" : "Toolkit for a Transition to a Self-Funded Model",
  "image" : [ "https://engage.personifyhealth.com/hubfs/shutterstock_2259811269.jpg" ],
  "mainEntityOfPage" : {
    "@id" : "https://engage.personifyhealth.com/self-funded-toolkit",
    "@type" : "WebPage"
  },
  "publisher" : {
    "@type" : "Organization",
    "logo" : {
      "@type" : "ImageObject",
      "url" : "https://engage.personifyhealth.com/hubfs/landing-page-2/favicon-32x32.png"
    },
    "name" : "Personify Health"
  }
}
```

```json
{
  "@context" : "https://schema.org",
  "@id" : "https://personifyhealth.com/#organization",
  "@type" : "Organization",
  "areaServed" : {
    "@type" : "Country",
    "name" : "United States"
  },
  "contactPoint" : {
    "@type" : "ContactPoint",
    "contactType" : "sales",
    "url" : "https://personifyhealth.com/contact"
  },
  "description" : "Personify Health is an employee health and wellness platform that helps self-funded employers reduce healthcare costs through early risk identification, preventive care engagement, and personalized health coaching.",
  "foundingYear" : "2023",
  "knowsAbout" : [ "Employee health benefits", "Self-funded employer healthcare", "Preventive care", "Health coaching", "Chronic disease prevention", "Musculoskeletal health", "Diabetes prevention" ],
  "logo" : {
    "@type" : "ImageObject",
    "height" : 80,
    "url" : "https://personifyhealth.com/hubfs/personify-health-logo.png",
    "width" : 300
  },
  "name" : "Personify Health",
  "sameAs" : [ "https://www.linkedin.com/company/personifyhealth", "https://twitter.com/PersonifyHealth", "https://www.facebook.com/PersonifyHealth" ],
  "url" : "https://personifyhealth.com"
}
```