Firm Licensing

DOS for Your Firm.

You advise owners on their group health plan — the #2 expense on every P&L you touch. DOS gives your firm the operating system to manage it across your book with total transparency. Licensing is capped, published, and designed so the math works before you sign.

Private page — shared by invitation only

The #2 expense on every client's P&L. Your firm can either watch it — or run it.

Year-1 Licensing — Transparent and Capped

Licensing is based on how many clients your firm actually runs through DOS in Year 1. No "unlimited uploads." No hidden escalators. You see the ceiling before you start.

Tier
Clients Through DOS
Time Window
Year-1 License
Positioning
T-1
Up to 10 clients
≤ 12 months
$25,000
"Prove it with 10." See the 5 broken / 5 confidence pattern and validate DOS on a small block.
T-2
11 – 25 clients
12 – 24 months
$40,000
"Make DOS a real edge." DOS becomes a true portfolio tool, not an experiment.
T-3
26 – 50 clients
12 – 36 months
$50,000
"Make DOS the operating system of your firm." The license pays for itself many times over.
T-4
51+ clients
Custom
Custom
"For larger books." We design a corridor that protects DOS and matches your scale.
Year 2+ Baseline

Once a firm has seen the Scoreboard and quarterly EBITDA impact across its book, $50,000/year is the natural baseline license for serious firms using DOS across their right-fit portfolio.

At 8% annual trend, a $500K group health plan becomes $735K in five years — without a single change.

How It Works

Your Firm. Your Clients. One Operating System.

01

License DOS

Pick the tier that matches your book. The fee is locked — no surprises, no escalators. Your firm gets DOS as a tool, not a vendor relationship.

02

Run Clients Through

Each client takes their DIM. Three documents in. Scoreboard lights up. You see exactly what the #2 expense is costing — and where the waste lives.

03

See the Pattern

The 5 broken / 5 confidence pattern emerges across your book. Waste identified, reported, and recovered — with the owner always in the chair.

Ready to See If DOS Fits Your Firm?

Start with the same place every client starts — the Decision Intelligence Map. If you're advising on the #2 expense, you should know what your own DIM looks like.

Take Your DIM

Or reach out directly: don.canada@siliconbenefits.com