About this event
Recorded in February 2026. The fully-insured vs. self-funded debate usually focuses on cost — but employee access is often the deciding factor that doesn't get airtime.
This 55-minute session is the access-side comparison. Jordan Patel walks brokers through the access trade-offs that are actually predictive of employer satisfaction in year one.
What you’ll learn
- The access trade-off, plainly
What 'access' actually means under each structure — beyond the network-size shorthand. - Where access predicts satisfaction
Which access metrics are predictive of year-one employer satisfaction, and which are noise. - Reading early-warning signs
How to spot an access mismatch in month two, before it becomes a renewal-time problem. - Broker positioning
Framing the access conversation with employer clients without tipping into pitch-deck territory.
Agenda
⌃8:30 AM
Registration & Breakfast
Networking with attendees and event hosts.
9:30 AM
Opening Keynote
Healthcare consumerism: where we are and where we are going.
11:00 AM
Breakout Sessions
Cost strategy, mental health, dependent coverage, and plan design.
1:00 PM
Panel Discussion
A practical discussion with benefits and finance leaders.
Speakers
Jordan Patel
Jordan leads Sidecar's mid-market self-funded employer practice, with a focus on plan-design strategy and stop-loss negotiations.