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Southern Company_Reclaim 10.2.25

Reclaim Health

Created on October 1, 2025

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Trusted by 100+ employers and 1.5M+ families to regain control of their healthcare spend.

October 2, 2025

confidential & proprietary

Monies owed through unrealized benefits remain out of reach.

Received erroneous bills2

45%

74%

Forfeited FSA funds3

47%

of families struggle to afford healthcare1

Missed filing for eligible voluntary benefits4

90%

References: [1] 2024 KFF survey, [2] 2024 The Commonwealth Fund, [3] 2024 EBRI, [4] 2019 SHRM

confidential & proprietary

https://www.voya.com/news/2021/03/voya-financial-introduces-new-claims-model-to-help-american-workers-maximize-their

https://www.voya.com/news/2021/03/voya-financial-introduces-new-claims-model-to-help-american-workers-maximize-their

https://www.ebri.org/content/new-analysis-of-3.2-million-flexible-spending-accounts-finds-average-contributions-increasing-while-half-forfeiting-funds-to-their-employers

Unlock and healthcare dollars with optimized benefits.

REPORTING & MODELING

claims data

benefits optimization

PAYMENT ADVOCACY

Past and ongoing, all covered lives.

Claim overpayment recovery, voluntary benefits, FSA dollars, etc.

Year-round contextual education, utilization and expense prediction.

On-demand opportunity analysis, reporting, and benefit strategy simulations.

confidential & proprietary

AI-powered. Proactive. Focused on financial optimization.

Detect

Recover

Recommend

Billing inaccuracies

Predict care utilization

File appeals & correct bill

Recommend medical benefits

Adjudication inaccuracies

File grievance & adjust claim

Optimize FSA/HSA contributions

Significant/balance bills

Negotiate bills for financial relief

Recommend voluntary benefits

Owed provider credits

Process check reimbursements

Trigger cost containment programs

Owed FSA dollars

Process FSA reimbursements

Ingest complex network designs

Owed voluntary benefits

File for voluntary benefits

Budget for future care

Identify specialty Rx programs

Activate Rx copay cards

Pre-OE benefit simulations

Member notification & reporting

Reporting of dollars recovered

confidential & proprietary

Do you have any outcomes or ROI metrics that you can share?

Reclaiming healthcare dollars.

ACROSS OUR BOB

40% / 60% Employer & employees

No benefit reduction

$6.3M

No member behavior change

real dollars back in employer's budget and employees' pockets for every 10K covered families per year

Employer & employees

Employees

Employer & employees

100% Employer

Owed benefits

Benefit elections

Billing advocacy

Medicare transitions

  • Overcharge recovery
  • Bill negotiation
  • Patient credits
  • Benefit adoption
  • Increased pre-tax
  • Medicare transitions
  • Voluntary benefits
  • Wellness credits
  • FSA reimbursements

~ 3.5% of total medical spend

confidential & proprietary

How are you different?

One-time activation unlocks ongoing savings.

24/7/365 review and recovery

Easy program activation

100% of claims reviewed

From the smallest co-pay to the largest hospitalization and everything in between.

No employee action

Employees asked to activate Reclaim in the flow of their benefit enrollment, enabling recovery services for past and future bills.

Elective

Automatic

We handle everything from identification to resolution and recovery.

Employees automatically sign off on Reclaim as part of enrolling in their benefits, enabling recovery services for past and future bills.

100%

79%

Broad impact to all

We serve 100% of covered employees and their dependents

activations enabling recovery without employee action.

Rollout anytime!

enrolled in Reclaim as part of their group health plan.

electively activate at enrollment across our BoB.

Integrated with your existing ecosystem

Independent of OE

Existing data arrangements w/ TPAs and carriers, no plan/benefit disruptions

confidential & proprietary

Analytics, Insights, Benefit Simulation.

Proven trust & improved affordability through personalized recommendations.

"Very helpful for employees to evaluate their options and personal needs. It drove much higher participation into our new plan than anticipated, which was great!"

"Thank you for the analysis of the current medical plan spending and recommending I change plans because I am overpaying. That info is very helpful!"

72%

1.9x

Act on our recommendations

Adopt optimal benefits

Administrative staff

Sr. Mngr, Health & Wealth

College University

Energy Company

confidential & proprietary

Analytics, Insights, Benefit Simulation.

analyze

engage

recover

report

Immediate visibility into savings and benefits engagement opportunities.

Detailed claims data offers insights into bill savings opportunities and sensitivity analysis through simulating product-member fit, personalized to your own plan members needs.

confidential & proprietary

budgeting

bill savings

Claims

Optimized benefits and budgeting.

Collaborative filtering yielding time-based utilization predictions. Out of pocket prediction & pre-tax contribution optimization.

"Having actual claims data makes it do its magic! Employees appreciate the valuable insight and guidance it provides."

Director, Total Rewards

Financial Services Company

confidential & proprietary

analyze

engage

recover

report

Personalized recommendations and budgeting from day 1.

Collaborative filtering yielding time-based utilization predictions. Out of pocket prediction & pre-tax contribution optimization.

"Having actual claims data makes it do its magic! Employees appreciate the valuable insight and guidance it provides."

Director, Total Rewards

Financial Services Company

confidential & proprietary

analyze

engage

recover

report

Proactive claims review and resolution.

Proprietary algorithms highlighting:

  • claim inaccuracies issues,
  • owed patient credits,
  • voluntary benefits, and
  • ancillary programs.

"Thank you for your thorough review! I had no idea I could get this corrected. Very much appreciated!!"

Sr. Logistics Manager

Mfg. Company

confidential & proprietary

analyze

engage

recover

report

Proactive claims review and resolution.

Proprietary algorithms highlighting:

  • claim inaccuracies issues,
  • owed patient credits,
  • voluntary benefits, and
  • ancillary programs.

"Thank you for your thorough review! I had no idea I could get this corrected. Very much appreciated!!"

Sr. Logistics Manager

Mfg. Company

confidential & proprietary

https://ttlc.intuit.com/community/tax-credits-deductions/discussion/if-i-receive-a-refund-from-a-medical-provider-paid-through-an-hsa-account-is-it-necessary-to-deposit/00/46839

https://www.reddit.com/r/personalfinance/comments/1hppdnh/refund_to_fsa_card_not_hitting_until_2025_what/

analyze

engage

recover

report

"Thank you for ensuring I was not double billed!"

An employee had a diagnostic colonoscopy that turned into a treatment colonoscopy with polyp removal. The employee (and employer) were billed for both services, when the treatment colonoscopy should have been the only service billed.

employeE saved

5. We reconcile patient credit

1. Reclaim detects error

2. We initiate bill review

3. Provider re-submits claim

4. TPA credits employer

$1K

employeR saved

AI detects issue and alerts Reclaim advocates.

Advocate contacts TPA and provider, pauses collection.

Formal claim re-submission to TPA is preferred.

We coordinate patient reimbursement & HSA mistaken distribution.

Reclaim monitors claim adjustment & TPA credits.

$4K

confidential & proprietary

Reversed patient overpayments

Correcting miscoding, duplicate claims, etc.

FSA, voluntary reimbursements

Employee spotlight

Employee spotlight

"Thank you for reviewing my current medical plan spending and recommending I change plans because I am overpaying! Very helpful!"

First name

Role and perhaps context as to how much she got in payouts.

"I had no clue I am owed money. Thank you very much for helping me get reimbursed! Very much appreciated!"

"I had no clue I am owed money. Thank you very much for helping me get reimbursed! Very much appreciated!"

First name

First name

First name

Role and perhaps context as to how much she got in payouts.

Role and perhaps context as to how much she got in payouts.

Role and perhaps context as to how much she got in payouts.

analyze

engage

recover

report

"I had no clue I could get this reimbursed!"

An employee had a sports injury with multiple fractured bones. They had forgotten they enrolled in an accident plan. Reclaim detected he is eligible for a voluntary benefit, proactively filed, and secured the payment on his behalf.

employee saved

1. Reclaim flags owed VB

2. We initiate VB filing

3. We monitor VB status

4. VB issues payment

$18K

AI detects fractures triggers accident payout.

Reclaim files for VB payout on behalf of the member.

Reclaim monitors status and follows up on addt’l docs..

VB mails check with confirmation of final VB payout.

Without taking any action

confidential & proprietary

Reversed patient overpayments

Correcting miscoding, duplicate claims, etc.

FSA, voluntary reimbursements

Employee spotlight

Employee spotlight

"Thank you for reviewing my current medical plan spending and recommending I change plans because I am overpaying! Very helpful!"

First name

Role and perhaps context as to how much she got in payouts.

"I had no clue I am owed money. Thank you very much for helping me get reimbursed! Very much appreciated!"

"I had no clue I am owed money. Thank you very much for helping me get reimbursed! Very much appreciated!"

First name

First name

First name

Role and perhaps context as to how much she got in payouts.

Role and perhaps context as to how much she got in payouts.

Role and perhaps context as to how much she got in payouts.

Analytics, Insights, Benefit Simulation.

analyze

engage

recover

report

Visibility into Reclaim's financial impact and ongoing engagement.

confidential & proprietary

Analytics, Insights, Benefit Simulation.

ongoing review

OE review

opportunity

analytics and reporting

Visibility into Reclaim's financial impact and ongoing engagement.

confidential & proprietary

Analytics, Insights, Benefit Simulation.

analyze

engage

recover

report

Visibility into medical and voluntary benefits adoption.

confidential & proprietary

Trusted by 100+ employers and 1.5M families to control of their healthcare spend.

confidential & proprietary