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guidedconcierge.com

Everyone

deserves a

Guide

+Proactive outreach

+Real Guides

+Smart technology

+Every benefit

+Results you can see

All paths, guided.

Built with intention by healthcare industry leaders

Guided Health Concierge is the product of careers spent building and running national member advocacy programs. Our founders took what they learned and designed something more deliberate from the ground up.

Experience first. Nearly a decade of building advocacy shaped every decision we made.

Designed, not assembled. Each piece was built to close a gap we saw firsthand.

Built for today. Proactive, personal support for every benefit.

CRO

Angela Marchak

Chief Revenue Officer

Over 20 years building revenue and broker partnerships across benefits and healthcare navigation.

Codi Gill

Chief Client Officer

Over 20 years of benefits experience, with 15 years building and scaling industry leading service organizations within the HR and benefits space.

CCO

COO

Juliet Frerking

Chief Operating Officer

A decade leading operations and technology across healthcare navigation, compliance, and client experience.

All the plan options, none of the answers

Employees are handed plans, programs, and point solutions, then left to figure them out alone.

They don’t know what they don’t know.

Even engaged employees don’t know what to ask their doctor or insurer, so benefits go unused and better options go unseen.

Healthcare is shoppable, but hard to shop.

Price, quality, and coverage vary by provider. Comparing them takes expertise and patience most people don’t have.

84%

struggle to navigate their benefits

1 in 3

skip care due to cost

98M

prescriptions abandoned

~1 in 2

referrals never completed

Sources: KFF Health Tracking Poll, March 2026; American Heart Association, 2026 Voice of the Employee Survey; IQVIA, 2024; Becker’s Hospital Review, 2026.

Barriers block great benefits

Barriers to care include the hassle of getting it and the realities of everyday life. Both are hard to overcome alone. Social determinants of health include:

TransportationCostLanguageHealth LiteracyTime off work

Every step is a hurdle

Every step means calls, forms, and waiting. Many people give up on care entirely.

Life gets in the way

Rides, time off, childcare, and cost can put even simple care out of reach.

Julie needs a new doctor.How care gets abandoned, one step at a time.

Searches her carrier’s website, then calls each office one by one

Waits on hold, then waits for a call back

They’re out of network, not taking new patients, or booked for weeks

She gives up. No new doctor, no appointment, and no care.

From a $0 screening to a late diagnosis.

Julie’s missed preventive visit became a diagnosis that was harder to treat, with more time away from work and more out of pocket.

We saw the gaps. So, we built the solution.

Every gap we saw in traditional navigation became a design requirement.

Traditional navigation

Waits to be called

Answers, then moves on

Expects members to know what to ask

One carrier’s medical plan only

Value that’s hard to prove

Reaches out first

Follows up until care is done

Guides members to the questions they didn’t know to ask

Every carrier, benefit, and point solution

Reporting that shows what changed

Proactive when it matters. Ready when needed.

Julie’s year with Guided Health

Month

Welcome to Guided Health

We reached out

Julie gets a welcome message when her employer launches Guided Health. Her quick questionnaire shows she’s overdue for a checkup, so her Guide books one.

Month

Finding a therapist

Julie reached out

Julie wants to start therapy. Her Guide checks her benefits, finds an in-network therapist with openings, and books her first session.

Month

Turning 40

We reached out

Julie’s birthday checklist flags her first mammogram. Her Guide books it in-network, usually at no cost.

Month

A surprise bill

Julie reached out

A bill arrives after a preventive visit. Her Billing Guide works with the provider and insurer to bring it to $0.

Month

A growing family

We reached out

At open enrollment, Julie shares she’s expecting. Her Guide compares plans with her and finds coverage she’d overlooked.

One year with Guides. Value on both sides

Julie’s year with Guided Health

For Julie

$4,340

less out of pocket, two screenings done, and one bill she never had to fight.

For the employer

~19 hours

of work and HR time back, from one member, in one year.

Monthly momentsJulie savedTime backStarted by

1Welcome + checkup booked$0 visit2 hrsWe reached out

3In-network therapist booked$1,2005 hrsJulie reached out

5First mammogram booked$0 visit2 hrsWe reached out

8Billing error corrected to $0$6406 hrsJulie reached out

11Plan chosen for a growing family$2,5004 hrsWe reached out

3 of 5 moments started with us, not Julie. Without proactive outreach, two screenings and the right plan choice never happen.

Figures are illustrative estimates for one member over one year with Guided Health.

Every benefit & point solution, finally connected

Employers invest in programs and point solutions that members never find. We become the one place members start, and we connect them to the right program at the right time.

On their own

With Guided Health

Medical

Pharmacy

Dental and vision

Voluntary benefits

Medicare

Billing

Point solutions

●One place to start

Any question, any benefit, one team.

●Point solutions that get used

We connect members to programs they already have.

●A team that knows the plan

Medical, pharmacy, dental, vision, Medicare, and billing.

●Fewer handoffs

No dead ends, transfers, or repeat explanations.

One team for every benefit and every need.

Everyday benefits

Clear answers on coverage and cost, plus decision support to choose the right plan at open enrollment

Prescriptions

Specialty medication support and lower-cost alternatives

Bills, denials, and approvals

Errors caught, denials appealed, approvals sorted

The right care

Quality providers with upfront price transparency, and care that stays coordinated

Life moments

Support through big moments, like a new diagnosis or a critical medical decision

Proactive support

We reach out before members need to ask, using census milestones, life moments, and what members share with us

For members

A Guide for every health question
Easy-to-use app and portal
Plan docs and resources in one place
Proactive outreach tied to their life stage
Access via phone, portal, app, or email

For HR

Intuitive admin portal
Engagement dashboards
Quick implementation
Easy document uploads
Simple eligibility file setup
Regular performance reports

Easy to reach.
Easy to roll out.

Members can reach their Guide team however they prefer.

Call: talk to a real person on the Guide team

App/Portal: message the Guide team from the member portal

Email: send a question and get a clear next step

Every request gets a real Guide.

Members have a dedicated team that knows their full benefits package and reaches out proactively with screening reminders, medication options, and missed benefits, all aligned with their health goals.

One source. Every life moment.
Reach members before they ask.

Census data tells us who your members are and where they are in life. Our Guides turn it into timely, personal outreach all year, so members hear from us before they need to ask.

Census data|Who they are.

What we receive:
Your employee and dependent roster, with ages, gender, hire dates, and plan coverage, kept current with eligibility updates.

How we use it:

An optional health profile at sign-up
Birthday checklists for preventive care
Enrollment and plan-year reminders
Outreach by phone, portal, or email
Lists kept current with every eligibility update

Life moments|When we reach out.

Census detailWhat it tells usHow we use it

Age and genderWhich preventive screenings are due, through birthday checklistsWe book in-network screenings and checkups, usually at no cost

Hire date and plan yearNew members, anniversaries, and open enrollment timingWelcome outreach, Active Benefits Guide check-ins, and Benefits Selection Guide support

Dependents and life stageKids turning 26, new dependents, and members approaching 65Coverage-gap outreach and Medicare Guidance for members and families

It starts at intake, before the first appointment

What the member app asks at sign-up, and what each answer sets in motion

The app asksWhat it triggers

Do you have a primary care doctor? When did you last see them?No PCP, or 2+ years since a visit: we find an in-network PCP and book the annual checkup.Care on track

Screenings by age and sex: mammogram, colon, well-woman, bone densityGuides schedule what’s due. Preventive visits are usually covered at no cost.Care on time

Any ongoing conditions? Diabetes, blood pressure, heart, COPD, cancer, back or joint painClinical team review, then the right condition program or point solution.Right program

Which medications do you take? Do any feel expensive?Lower-cost alternatives; specialty drugs and GLP-1s go into programs.Lower cost

Is anything making it hard to get care? Transportation, cost, time off, childcare, languageRides, video visits, evening hours, interpreters, so care isn’t skipped.Care happens

Any medical bills you’re unsure about?A Billing Guide reviews and negotiates.Member saves

>30%

of U.S. adults had no usual source of care in 2022, the highest in a decade

2025 Primary Care Scorecard

A concierge, not care management

Every answer is optional and only the Guide team sees it, never the employer. Guides own the conversation; our clinical team works behind the scenes.

Source: Robert Graham Center and Milbank Memorial Fund, The Cost of Neglect: 2025 Primary Care Scorecard. Intake questions from the Guided Health member app.

From your data to the first outreach.

1Data in

Your census file comes to us securely.

2Triggers set

Life stages, milestones, and plan-year dates each become a reason to reach out.

3Outreach scheduled

Personal outreach by phone, portal, or email, aligned with HR preferences.

4We follow up

We confirm members followed through with the recommended care.

Why it works: preventive care goes up, members use the benefits they already have, and fewer problems land on HR’s desk.

MOMENTS WE ACT ON

26Aging off a parent's plan

Welcome to a new job

40Annual mammograms start

Open enrollment

65Approaching Medicare eligibility

Add-on services

Build the support package your clients need

Digital Health

Care by phone or video, from a dedicated primary care team for everyday needs to therapy and urgent visits

Includes: Teletherapy · Telehealth · Virtual Primary Care (VPC)

Year-Round Enrollment Guidance

One-on-one decision support to choose the right plan, with communications that keep members informed all year

Includes: Benefits Selection Guide · Communications · Notifications

Clinical Second Opinions

An expert second look at a diagnosis or treatment plan from a network of world-class doctors, so members get clear direction and can take their next step with confidence

Specialty Care Management

The right place and price for specialty treatments and medications, with support to stay on track

Includes: Infusion support · Specialty prescription support and management

Real outcomes: Proof, not promises.

What we did

Engagement

members reached and outreach completed

Proactive engagement

cases we started vs. cases members started

Types of cases opened

where members needed help

Service performance

how we did against our commitments

Member satisfaction

satisfaction and NPS at case close

What changed

Care follow-through

screenings and appointments booked and confirmed by Guides

Benefits used

members connected to programs and point solutions they already have

Member savings

billing errors corrected and bills reduced, as reported in each case

Enrollment support

members helped to compare and choose a plan at open enrollment

Partnership Review dashboardSAMPLE DATA

Outreach funnel

Due for outreach

1,200

Reached

940

Engaged

610

Care completed

430

Screenings confirmed

68%

Physicals

61%

Mammograms

54%

Colorectal

Cases by type

Benefits Guidance

Billing

Cost Guidance

$38K

in bills reduced or corrected by Billing Guides

NPS at case close

< 1 hr

Avg. first response

98%

SLAs met this quarter

Talk with our team about what your clients and their employees need.

Questions about healthcare & benefits?

We know a Guide.

Let’s work together

Getting started

1Meet your account manager
2Build an outreach plan around your census
3Go live, usually within 30 days

Contact

Angela Marchak, Chief Revenue Officer

Phone

732.266.9211

angela.marchak@amyntagroup.com

Website

guidedconcierge.com