Case Study: Large Health Plan Organization achieves cash flow predictability and prevents large-account losses with LogicManager

Large Health Plan Organization - Customer Case Study

A large nonprofit health plan serving more than 500,000 members (1,000–5,000 employees, $2.9B revenue) faced occasional, large cash‑flow shocks driven by unexpected loss of major accounts. The insurer struggled to reconcile revenue and direct costs across multiple divisions using spreadsheets, which was error‑prone, time‑consuming and obscured how delayed changes in revenue and costs impacted cash flow.

Using LogicManager to aggregate revenue and cost data from multiple systems and visualize trends, the insurer identified member churn at renewals—driven by premium increases after claims—as a primary cause of cash‑flow disruptions. By formalizing risk tolerances for key account losses and funding member‑focused programs (health promotions, rewards), the plan reduced claims, kept premiums more competitive, retained large accounts at renewal and stabilized cash flow.