Employee Benefits Strategy · Hotchkiss Insurance · Houston, TX

Your employees can't use
benefits they
can't navigate.

A plain-language guide to care navigation — what it is, what it costs you not to have it, and how to evaluate your options.

Tess McCoy Prepared by Tess McCoy, MS, CEBS, CSFS · VP of Sales, Hotchkiss Insurance · tessmccoybenefits.com
The Problem

You built a benefits strategy.
Your employees can't find it.

The average employer spends $8,400 per year to insure one employee — nearly $24,000 for a family. That number includes DPC programs, mental health platforms, specialist referral tools, telemedicine, chronic condition management, and a dozen other point solutions your team spent months selecting. And yet 40% of employees report delaying or avoiding care in the last year because they didn't know what was covered. A quarter of adults skip or delay care entirely because of cost concerns — not because the benefit doesn't exist, but because they couldn't find it or didn't know how to use it.

The healthcare system is not designed to be navigated. Insurance cards don't come with instructions. Networks are opaque. Out-of-pocket costs are unknowable in advance. The same procedure costs $900 at one facility and $9,000 at the one across the street. Employees making healthcare decisions in moments of stress — a new diagnosis, an urgent symptom, a confusing EOB — are not equipped to make optimal choices. And when they make the wrong ones, the cost lands on your plan.

Care navigation exists to close this gap. Not with another point solution. With a connected, human-supported system that meets employees where they are and steers them toward the right care, at the right time, at the right price.

40%
Of employees delayed or avoided care because they didn't know what was covered
HealthJoy, 2021 Benefits Insights Report
60%
Of US adults have low health literacy — affecting care decisions and costs
University of Florida / HealthJoy
50%
Of employees are unsure where to go when they have a healthcare need
Rightway, 2025 Benefits Trends
82%
Of large employers cite care navigation as a key cost-control strategy
BGH 2024 Large Employer Survey
What Is Care Navigation?

One front door
to all of healthcare.

Care navigation is a benefit layer — typically delivered through a combination of technology and human support — that helps employees understand their coverage, find the right providers, access the right programs, resolve billing issues, and make informed decisions at every step of their healthcare journey.

At its most basic, care navigation answers the question employees are afraid to ask: "What do I do now?" At its most sophisticated, it's a proactive, AI-powered system that identifies at-risk employees before they file a claim — intercepting cost and complexity at the earliest possible moment.

The best navigation platforms do five things simultaneously:

The five functions of effective care navigation
1. Benefits access — One place for employees to find, understand, and use every benefit you offer.

2. Provider steerage — Guidance toward high-quality, in-network, cost-effective providers — not just "in the directory."

3. Clinical triage — Nurse-led support to help employees determine the right level of care before they schedule or spend.

4. Proactive outreach — Identifying at-risk members and closing care gaps before conditions escalate into high-cost claims.

5. Billing and administrative support — Resolving confusing EOBs, incorrect bills, and prior authorization issues without burdening HR.
Where employees go when they need care — without navigation
Misdirected care is the primary driver of avoidable plan spend
The Cost of Not Having It

Disengaged employees
are expensive employees.

HR teams spend an average of nine hours per week — nearly 468 hours per year — answering benefits questions. That's time your team isn't spending on strategic work. But the real cost is in the claims.

When employees don't know where to go, they default to the most expensive, most convenient option: the emergency room. When they don't understand their coverage, they delay care until a manageable condition becomes a major event. When they can't find a high-quality specialist, they self-refer to whoever is nearby — often a high-cost, low-outcome provider. Every one of those decisions lands on your plan at full cost.

Quantum Health's independently validated actuarial analysis — based on 2018–2022 claims data across their entire client base — shows that navigation ROI is not only significant, it compounds over time. Year-one ROI of 3.3:1 grew consistently in subsequent years. The longer a navigation program is in place and the more proactively it operates, the more value it generates.

Care navigation ROI compounds over time
Year-over-year ROI growth — Quantum Health independent actuarial analysis (MorningStar, 2018–2022 claims data)
The Vendor Landscape

Four approaches.
Different strengths.

The care navigation market has matured rapidly. The four vendors referenced most often by self-funded employers and their consultants represent meaningfully different approaches — each with distinct strengths depending on your priority: benefits integration, clinical depth, proactive intercept, or provider quality data. Understanding the difference matters before you select.

HealthJoy
Benefits consolidation + concierge-led steerage
HealthJoy operates as a "Benefits Operating System" — integrating your entire benefits stack into one app with an AI assistant (JOY) and live healthcare concierges. Its primary strength is making fragmented benefits feel like a single experience. TPA data integration enables proactive outreach to high-cost claimants. Best suited for employers with complex, multi-vendor benefits packages who want a single front door for employees.
21%
Lower medical spend for high-cost claimants who activated HealthJoy vs. non-activated peers (2022 claims study)
Rightway
Clinician-led navigation + integrated PBM
Rightway leads with nurse practitioners, registered nurses, licensed social workers, and billing specialists — not chatbots. Its differentiator is clinical depth: members get a dedicated care team, not a call center. Rightway also offers an integrated, transparent-fee PBM with no conflict-of-interest partnerships, making it uniquely positioned for employers managing both medical and pharmacy costs in one relationship.
13%
Total healthcare cost reduction reported by Rightway clients; 9% non-catastrophic spend reduction in year one
Quantum Health
Proactive intercept + 25 years of proprietary data
Quantum Health invented the healthcare navigation category in 1999. Its Real-Time Intercept® (RTI) platform engages members an average of 110 days before their first claim — catching care decisions before they become cost events. Independently validated actuarial ROI, a full utilization management capability, and 2026-launched AI-powered Action to Impact reporting make it the enterprise standard for large self-funded employers demanding measurable, auditable outcomes.
3.3:1
Year-one ROI, independently validated by MorningStar Actuarial Consulting (2018–2022 client claims data)
Garner Health
Provider quality data + incentive-driven steerage
Garner takes a distinct approach: rather than navigating the benefits system, it navigates provider quality. Using 60B+ medical records from 320M patients and 700+ outcome metrics, Garner identifies which doctors in your network produce the best results — and covers employees' out-of-pocket costs when they choose a top provider. It overlays any existing plan with no TPA or carrier change required. An Aon-validated study found 7.4% lower medical spend in year one.
7.4%
Lower medical spend in year one for Garner-eligible members vs. matched control group (Aon study, 2020–2024)
Vendor capability comparison
Relative strengths across five navigation dimensions — illustrative, based on published positioning
These are not the only options
HealthJoy, Rightway, Quantum Health, and Garner represent four meaningfully different models. They are not the only vendors in this category — and your best fit depends on your plan structure, workforce size, existing point solutions, and cost containment priorities. A vendor evaluation should start with your claims data and your strategic goals, not a vendor's sales deck.
Comparing Approaches

Not all navigation
is the same thing.

The term "care navigation" gets applied to everything from a benefits hotline to a full-stack clinical platform. Before evaluating vendors, understand which model fits your goals:

Dimension Benefits Integration Clinical Navigation Provider Quality Steerage
Primary jobMake benefits usableGuide clinical decisions, prevent escalationDirect to highest-value providers in-network
Lead exampleHealthJoyRightway, Quantum HealthGarner Health
Human support typeBenefits conciergesNurses, social workers, clinical specialistsProvider search concierge team
Proactive or reactive?Both (AI-triggered outreach)Proactive (intercept before claims)Proactive (incentive at decision point)
Works best withComplex multi-vendor benefit stacksSelf-funded employers managing high chronic condition burdenAny plan type — overlay on existing design
Plan change required?No — integrates onto existing planNo — standalone service layerNo — overlays any TPA or carrier
Employee incentive?Ease of access, simplified experienceBetter care, reduced frictionOut-of-pocket costs covered for top provider visits
ROI measurementClaim avoidance, HR time savingsActuarially validated claims reductionPer-member-per-year spend vs. control group
Is Care Navigation Right for You?

The signals that tell you
you need this now.

Your HR team is fielding benefits questions that should never reach HR
If your HR staff is spending significant time explaining coverage, helping employees find providers, or resolving billing disputes — those are navigation functions. Every hour HR spends on benefits support is an hour not spent on workforce strategy. Navigation transfers this work to a dedicated, expert team.
Your top 10–15% of claimants are driving 70–80% of your plan cost
This is the pattern in nearly every self-funded plan. Navigation's highest ROI comes from proactive engagement with this population — identifying them early, closing care gaps, steering them toward high-value providers, and preventing avoidable hospitalizations and ER visits before they hit your stop-loss layer.
You have multiple point solutions that are underutilized
DPC, telemedicine, MSK programs, fertility benefits, mental health apps — if utilization is lower than expected, the problem is usually navigation, not the benefit itself. A care navigation layer that integrates all your point solutions and proactively steers employees to the right one can dramatically improve utilization and ROI across your entire benefits stack.
Employees are using the ER for conditions that could have been handled elsewhere
ER visits for non-emergency conditions — sinus infections, minor injuries, anxiety, UTIs — represent pure avoidable cost. If your claims data shows ER as a top cost category, navigation that provides 24/7 clinical triage and steers employees to the right care level is a direct financial fix.
You can't prove ROI on your current benefits spend
Employers increasingly expect every benefits dollar to connect to a measurable outcome. Care navigation platforms with actuarially validated ROI reporting — at the member level, connected to specific interventions — give you the evidence base to defend your benefits strategy to finance leadership and make smarter design decisions going forward.
Evaluating Vendors

The questions that separate
real navigation from theater.

Navigation is one of the most heavily marketed categories in employer benefits. Here is what to ask before you sign:

How is your ROI validated? Ask for independent actuarial validation — not internal case studies. Engagement metrics (app logins, questions answered) are not ROI. Look for claims-based analysis with a matched control group, normalized for demographics and comorbidities.
Who is on the other end of the phone? Is support delivered by nurses and clinical staff, or by call center agents following scripts? For complex health events, clinical expertise matters. A billing question is fine for a generalist. A member trying to determine if their chest pain requires an ER is not.
Is the model reactive or proactive? Reactive navigation waits for employees to call. Proactive navigation identifies at-risk members before they file a claim and reaches out first. Proactive models — like Quantum Health's RTI, which engages members 110 days before the first claim — produce compounding ROI. Reactive models produce event-level value only.
Can it integrate with our TPA and existing point solutions? Fragmented navigation is just another point solution. The highest-value navigation platforms integrate with TPA claims data and connect to every benefit you already offer — making existing investments more effective, not competing with them.
What does implementation and engagement look like? A navigation platform that employees don't use produces no value. Ask about utilization rates, engagement campaigns, year-round outreach strategy, and how they drive adoption. Industry-leading programs show 40–60%+ employee engagement. Underperformers show 10–15%.
What does it cost — and how is it structured? Navigation is typically priced as a PEPM (per employee per month) fee. Ask whether the fee is fixed or performance-based, whether there are utilization guarantees, and how the vendor defines and measures the outcomes they're being paid to deliver.
Ready to see what navigation could do for your plan?
Start with a claims review. A look at your top cost drivers, ER utilization, point solution adoption rates, and HR time-on-benefits questions will tell you quickly where navigation would move the needle — and which model fits your plan design. That analysis is the right first conversation.