New Update

Enterprise Security & Compliance Update

New Update

Enterprise Security & Compliance Update

Simplify how you manage health plans.

Take control of health plan performance and cost with data-driven intelligence and expert support that makes benefits decisions clearer, faster, and more confident.

Generate

Start now

Book a demo

14 day trial, no credit card required

Centralize all your group's data into a single platform with our native integrations to 10+ claims systems.

Meet our customers

How it works

From data to dashboard in 3 simple steps.

Connect. Our support team will create data ingestion pipelines into your Claims Management Systems.

Generate. Our 100+ dashboards immediately populate with all your data. You can also create custom reports.

Insights Ready. Get publication-ready reports and actionable insights immediately.

Play demo

2:33

Play demo

2:33

Health plans don’t fail for lack of data. They fail for lack of understanding.

SavvyPlan is the health plan intelligence platform that turns claims and vendor data into clarity, complexity into context, and information into decisions.

It’s analytical. It’s disciplined. It’s built for people who are accountable. And it thinks through your health plan with you.

Because you deserve more than opaque reports.
You deserve to understand your plan.

Fernando Raga

CEO at SavvyPlan

Health plans don’t fail for lack of data. They fail for lack of understanding.

SavvyPlan is the health plan intelligence platform that turns claims and vendor data into clarity, complexity into context, and information into decisions.

It’s analytical. It’s disciplined. It’s built for people who are accountable. And it thinks through your health plan with you.

Because you deserve more than opaque reports.
You deserve to understand your plan.

Fernando Raga

CEO at SavvyPlan

Health plans don’t fail for lack of data. They fail for lack of understanding.

SavvyPlan is the health plan intelligence platform that turns claims and vendor data into clarity, complexity into context, and information into decisions.

It’s analytical. It’s disciplined. It’s built for people who are accountable. And it thinks through your health plan with you.

Because you deserve more than opaque reports.
You deserve to understand your plan.

Fernando Raga

CEO at SavvyPlan

Health plans don’t fail for lack of data. They fail for lack of understanding.

SavvyPlan is the health plan intelligence platform that turns claims and vendor data into clarity, complexity into context, and information into decisions.

It’s analytical. It’s disciplined. It’s built for people who are accountable. And it thinks through your health plan with you.

Because you deserve more than opaque reports.
You deserve to understand your plan.

Fernando Raga

CEO at SavvyPlan

Speed meets intelligence

What used to take hours now happens in minutes. Focus on insights, not chart formatting.

Stop wasting time on manual visualization work. Lumis handles the charts so you can focus on what actually matters—understanding your data and making decisions.

Instant visualizations.

Upload your data and get AI-generated charts in seconds.

Deeper analysis.

Find patterns you'd never have time to explore manually.

Built-in best practices.

Every chart is clear, accurate, and tells the right story.

Speed meets intelligence

What used to take hours now happens in minutes. Focus on insights, not chart formatting.

Stop wasting time on manual visualization work. Lumis handles the charts so you can focus on what actually matters—understanding your data and making decisions.

Instant visualizations.

Upload your data and get AI-generated charts in seconds.

Deeper analysis.

Find patterns you'd never have time to explore manually.

Built-in best practices.

Every chart is clear, accurate, and tells the right story.

Features

Turn claims into insights in seconds.

From AI-powered chart recommendations to real-time collaboration, SavvyPlan gives you professional visualization tools without the learning curve.

60 FPS

Lightning Fast. Generate charts in seconds and navigate without lag.

Fits your workflow

Export anywhere. One click, any format, perfect quality maintained.

Connect everything you already use.

Connect your way

Hundreds of integrations. SavvyPlan connects with your data sources, warehouses, and tools. No migration, no manual exports.

Explore integrations

Match your style

Custom Branding. Upload your assets once and every chart matches automatically.

Activity

Claims Volume

Jul

Aug

$2.7K

Sep

Oct

Nov

Dec

Statistics

Member enrollment

Mon

Thu

Sun

Statistics

Place of Service

21%

33%

32%

14%

Emergency

ASC

In Patient

Out Patient

Activity

Claims Volume

Jul

Aug

$2.7K

Sep

Oct

Nov

Dec

Statistics

Member enrollment

Mon

Thu

Sun

Statistics

Place of Service

21%

33%

32%

14%

Emergency

ASC

In Patient

Out Patient

Work together seamlessly

Real-time Collaboration. Comment, edit, and explore together without switching tools.

Eric

Shanna

Eric

Shanna

Everything else you need to build better dashboards.

AI chart selection

Team permissions

Data alerts

Scheduled Reports

API access

Version history

Advanced filters

Dashboard templates

Security

Privacy first. Security always.

We never sell or share your data. With Privacy Mode, no data is stored on our servers, and with SOC 2 Type II and HIPAA compliance, SavvyPlan meets the highest standards for security.

SOC2 Type II

ISO 27001

GDPR Compliant

CCPA Compliant

Industry-Leading Accuracy

97% accuracy rate, validated by 1M+ user interactions.

Industry-Leading Accuracy

97% accuracy rate, validated by 1M+ user interactions.

Industry-Leading Accuracy

97% accuracy rate, validated by 1M+ user interactions.

Complete Transparency

Full audit trail of all recommendations.

Complete Transparency

Full audit trail of all recommendations.

Complete Transparency

Full audit trail of all recommendations.

Data Privacy First

Your data never trains our models.

Data Privacy First

Your data never trains our models.

Data Privacy First

Your data never trains our models.

Human Oversight

You maintain full control of every decision.

Human Oversight

You maintain full control of every decision.

Human Oversight

You maintain full control of every decision.

Built to scale

From startup to enterprise, SavvyPlan scales with your data needs. Our infrastructure processes everything from simple spreadsheets to massive enterprise datasets without missing a beat.

50k

Data Pipelines.

50k

Data Pipelines.

10M+

Charts created monthly.

10M+

Charts created monthly.

99.9%

Uptime reliability.

99.9%

Uptime reliability.

Team member invited

Frank from New Orleans

Report generated

Tomi from Florida

New user sign up

Greg from New York

Dashboard created

Lucas from Texas

Data source connected

Jack from France

Team member invited

Frank from New Orleans

Report generated

Tomi from Florida

New user sign up

Greg from New York

Dashboard created

Lucas from Texas

Data source connected

Jack from France

Team member invited

Frank from New Orleans

Report generated

Tomi from Florida

New user sign up

Greg from New York

Dashboard created

Lucas from Texas

Data source connected

Jack from France

Ready to transform your plan administration?

Start now

Schedule a demo

14 day trial, no credit card required.