On this page, you’ll find a curated collection of key takeaways and analyst insights that capture the spirit and substance of this virtual roundtable event. We invite you to dive in and experience the bold, unfiltered thinking that defines HFS Research.

Highlights from this executive roundtable

HFS Research and Sagility convened healthcare leaders for a discussion on how health plans and Pharmacy Benefit Managers (PBMs) can respond to mounting financial pressures, rising medical costs, evolving regulatory requirements, and increasing member expectations.

Participants explored the limitations of traditional operating models and examined how Services-as-Software™ can help organizations transform critical healthcare processes while improving efficiency, compliance, and member outcomes.

The conversation focused on practical approaches to modernizing healthcare operations, accelerating AI adoption, and creating delivery models capable of supporting long-term growth and market success.

What we heard

Several themes emerged throughout the discussion:

  • Traditional cost reduction strategies have reached their limits. With margins under continued pressure, health plans and PBMs must look beyond incremental efficiency gains and pursue more fundamental operating model transformation.
  • Services-as-Software offers a new path forward. Participants discussed how AI-enabled delivery models can improve operational performance across complex healthcare processes while helping organizations achieve greater speed, accuracy, and scalability.
  • Transformation must balance innovation with compliance. Healthcare leaders emphasized the importance of building solutions that can scale while maintaining regulatory compliance and minimizing operational risk.
  • Governance and change management are critical success factors. Adopting new delivery models requires clear accountability, stakeholder alignment, and organizational readiness to drive sustained adoption.
  • Member-centric outcomes remain the ultimate goal. Leaders highlighted the opportunity to use AI and intelligent operations to create more proactive engagement models across risk management, referrals, and member experience.

Scenes from the Roundtable

What’s next?

As healthcare organizations navigate increasing financial pressures and rising expectations, the focus is shifting from incremental optimization to fundamentally rethinking how work gets done.

HFS is exploring these themes with industry leaders as health plans and PBMs evaluate new approaches to delivering operational excellence, improving member outcomes, and scaling AI responsibly. Let’s connect if you’d like to discuss the insights from this roundtable or your organization’s transformation journey. We’d welcome the
conversation.

This event was produced in collaboration with

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