--- title: Your self-funded toolkit description: no description --- [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/) - 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) # Self-Funded Toolkit: Unlocking the Path to Self-Funding Success Access the resources and accompanying work-alongs below. ![Expression=Happy](https://engage.personifyhealth.com/hs-fs/hubfs/0Personify%20Health%20Images/Personify%20Health%20Percy%20Emotions/Expression=Happy.png?width=400&height=444&name=Expression=Happy.png) ### TPA Buyer's Guide - Part 1 *Is your organization contemplating a switch to a self-funded benefit plan?* Discover the compelling reasons to opt for a third-party administrator (TPA) for self-funded health plans. Our guide sheds light on the distinct advantages of TPAs over traditional ASOs in self-funded health plans, emphasizing their capacity to provide tailored, cost-effective, and technologically advanced healthcare benefits management. [Unlock cost-effective benefits](https://engage.personifyhealth.com/hubfs/081324_HPA_Toolkit_TPA%20Buyers%20Guide_Pt%201.pdf) ![500x500\_rounded square\_member-on-phone.png](https://engage.personifyhealth.com/hs-fs/hubfs/500x500_rounded%20square_member-on-phone.png.webp?width=500&height=500&name=500x500_rounded%20square_member-on-phone.png.webp) ### TPA Buyer's Guide - Part 2 *Is your organization on the brink of transitioning to a self-funded benefit plan?* In our TPA Buyer’s Guide - Part 2, we unveil an intricate process that guides you through evaluating and selecting TPAs. We highlight the pivotal roles of brokers, consultants, and RFPs in elevating employee satisfaction and driving cost efficiency within self-funded health plans. [The path to self-funded success](https://engage.personifyhealth.com/hubfs/080924_HPA_Toolkit_TPA%20Buyers%20Guide_Pt%202.pdf) ![500x500\_rounded square\_african-american-man-one-phone-member](https://engage.personifyhealth.com/hs-fs/hubfs/500x500_rounded%20square_african-american-man-one-phone-member.png?width=500&height=500&name=500x500_rounded%20square_african-american-man-one-phone-member.png) ### Five Things to Do Before Issuing a Self-Funded RFP *Ready to dive into a partnership with a TPA?* This guide is tailored to steer health plans through vital preparatory measures as they navigate the transition to self-funded models, placing emphasis on internal assessments and strategic planning. [Unlock the next chapter in TPA collaboration](https://engage.personifyhealth.com/hubfs/081324_HPA_Toolkit_Five%20things%20to%20do%20before%20issuing%20a%20self-funded%20RFP.pdf) ![500x500\_rounded\_square\_group-applause-smiling-meeting-clapping](https://engage.personifyhealth.com/hs-fs/hubfs/500x500_rounded_square_group-applause-smiling-meeting-clapping.png?width=500&height=500&name=500x500_rounded_square_group-applause-smiling-meeting-clapping.png) ### How to Overcome Barriers to Maximize Benefits and Manage Costs *What's holding back your health plan from substantial savings?* Understand the obstacles keeping your company from experiencing the cost savings and benefits flexibility offered through a self-funded health plan model. Here's a strategic approach for health plans to streamline cost management and elevate benefit personalization. [Break through barriers for enhanced benefits and cost management](https://engage.personifyhealth.com/hubfs/081324_HPA_Toolkit_Effective%20strategies%20for%20maximizing%20benefits%20and%20managing%20costs.pdf) ![500x500\_rounded\_square\_team-discussion-meeting-talking-office](https://engage.personifyhealth.com/hs-fs/hubfs/500x500_rounded_square_team-discussion-meeting-talking-office.png?width=500&height=500&name=500x500_rounded_square_team-discussion-meeting-talking-office.png) ### How to Pick a Benefits Partner *Understanding your needs is the first step to a thriving TPA collaboration.* Make the most of your investment by selecting a partner that resonates with your precise needs and objectives, guaranteeing effective management and tailored customization of your health plan. [Find your perfect benefits partner](https://engage.personifyhealth.com/hubfs/081224_HPA_Toolkit_How%20To%20Pick%20a%20Benefits%20Partner.pdf) ![500x500\_rounded square\_older\_women\_office\_leader](https://engage.personifyhealth.com/hs-fs/hubfs/500x500_rounded%20square_older_women_office_leader.png?width=500&height=500&name=500x500_rounded%20square_older_women_office_leader.png) ### Sample RFP Questionnaire *Before choosing a TPA partner, are you taking the necessary steps to make sure you're selecting the right one?* Our sample RFP questionnaire can help you ensure that you're considering all essential aspects, from HIPAA training and call archiving to philosophy on employee wellbeing and addressing gaps in care. [Why settle for anything less than perfection?](https://engage.personifyhealth.com/hubfs/080924_HPA_Toolkit_Questionnaire%20Worksheet.pdf) ![500x500\_rounded square\_coworkers-meeting-women](https://engage.personifyhealth.com/hs-fs/hubfs/500x500_rounded%20square_coworkers-meeting-women.png?width=500&height=500&name=500x500_rounded%20square_coworkers-meeting-women.png) ### About Personify Health Virgin Pulse and HealthComp have merged to become Personify Health, the company driven to engage and empower people to live healthier lives. By bringing industry-leading health plan administration, holistic wellbeing, and navigation solutions together, all in one place, we have created the industry's first and only personalized health platform. With decades of experience and global operations, we empower diverse and unique businesses – and diverse and unique people – to engage more deeply in health at a lower cost. Through our proprietary combination of data-driven personalization, science-backed methodology, and concierge-level clinical expertise, our end-to-end platform makes it easier to proactively address people's needs across their lives. With a personalized, holistic, and powerfully simple experience, we are redefining industry expectations and what it means to manage health. Learn more at **[www.personifyhealth.com](http://www.personifyhealth.com)**. ![Personify\_Health\_Logo\_Stacked\_Sunrise](https://engage.personifyhealth.com/hs-fs/hubfs/0Personify%20Health%20Images/Personify%20Health%20Logos/Personify%20Health%20Logos/Personify_Health_Logo_Stacked_Sunrise.png?width=500&height=120&name=Personify_Health_Logo_Stacked_Sunrise.png) ![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" : "2024-08-14T08:51:14.038Z", "datePublished" : "2024-08-06T10:19:24.000Z", "headline" : "Your self-funded toolkit", "mainEntityOfPage" : { "@id" : "https://engage.personifyhealth.com/thank-you-submission-toolkit-self-funded", "@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" } ```