Skip to content
SOTABENEFITS
SOTA Education Series

We teach the math
the market would rather you skip.

Two professional course tracks for employers, HR and finance leaders, brokers and consultants. No buzzwords. Just how health plan economics actually work.

Request a session
DWG A-601
Education · Course schedule
Watch

Two minutes inside a SOTA event.

Course tracks

Understand the rate. Measure the value. Build the machine.

Behind the Rate™ courses are built for 1 CE hour / 1 SHRM PDC each. Brokers can earn credit and bring clients to the same session.

A clear glass gear, showing the inner workings of a health plan renewal
Track 1 · 4 courses

Behind the Rate™

Take the renewal apart and see how it was built.

101Anatomy of a Health Plan RenewalHow employer health plan rates are actually built
201The Fine Print EconomicsThe cost of a health plan that doesn't appear on page one
301Underwriting vs. RealityHow to challenge trend, credibility, pooling and rate assumptions
401From Proposal to DecisionHow HR, finance and benefits leaders evaluate renewal recommendations
Track 2 · 3 courses

Real Value Series

Once you understand the rate, ask whether you're buying value or just familiarity.

A glass trophy beside a magnifying glass examining connected gears
101

Real Value vs. Perceived Value

Stop mistaking familiar for valuable.

A crumbling old bridge giving way to a new, lit bridge
201

The Decay of Conventional Markets

How comfort can quietly destroy value.

A glass engine with eight connected components of a health plan
301

Building the Value Engine

Move from a plan you buy to a machine you build.

White paper

The whole series, in one playbook.

The Employer Health Plan Value Playbook combines Behind the Rate™ and the Real Value Series into one executive framework, built around a de-identified five-year employer case study.

  • How a renewal is built, layer by layer
  • Where cost hides beyond the administrative fee
  • Eight components of a value engine, and a 90-day build map
  • Tools: 15 renewal questions, a disclosure checklist, a value scorecard and a monthly governance agenda
Request the white paperBook a session

Educational use only. Not legal, tax, actuarial, investment or accounting advice.