Public sector expansion Has proven government-facing experience, including work with Jefferson County on TrueCost; target additional municipalities and state agencies in the Tri-State to modernize self-funded plans with cost containment and hospital partnerships.

Pricing model edge TrueCost references a copay-only design with direct hospital partnerships, delivering cost containment and predictable plans that appeal to mid-market and large employers seeking simplicity and transparency.

Regional growth Based in Cincinnati and described as the Tri-State’s largest independent TPA, the company can expand sales to nearby Ohio, Kentucky, and Indiana employers seeking locally tuned self-funded options and compliant administration.

Compliance and admin Beyond design, Custom Design Benefits provides FMLA compliance services and a full suite of benefits tools (HRAs, FSAs, HSAs), enabling cross-sell to employers needing a single partner for plan design and ongoing administration.

Strategic partnerships Direct hospital partnerships and established relationships across networks position CDB to scale TrueCost adoption and attract new employer clients through expanded benefit designs and hospital-aligned pricing.