Cardinal_Accessum (September 2025)

Accessum <=> Cardinal Group

Delivering Better Health Outcomes for High-Performing People

E XECUTIVE A CCESS , E LEVATED C ARE

C ARDINAL E XECUTIVE T EAM P I LOT P ROPOSAL

We are a concierge healthcare infrastructure platform that wraps around existing insurance to provide elevated, white-glove support for executive leaders and their families. Accessum coordinates care, manages logistics, advocates with insurers, secures elite diagnostics, and delivers the kind of high-impact healthcare today’s systems can’t. This proposal is designed specifically for the Cardinal Group executive team as a pilot of our Concierge Health Accounts.

W HAT ’ S I NCLUDED

W HAT Y OU W I LL R ECEIVE AS AN E XECUTIVE

Dedicated concierge intake and onboarding

Personalized care plan and ongoing nurse navigation

Insurance navigation and advocacy

Access to advanced diagnostics (e.g., full-body MRI, early cancer detection, genetic testing) Concierge specialty coordination (e.g., neurology, OBGYN, men’s/women’s health) Family navigation support (for aging parents, sick spouses, or children)

C USTOM P LANS

D EF INED BY Y OU

A Model Built Around People, Not Packages

How It Works:

1. Cardinal Group approves 6 Executive Concierge Health Accounts ($10,000 each)

2. Accessum onboards each Executive and conducts Health Intake & Needs Assessment

3. Custom Care Pathways are designed and presented to each Executive with opportunities to curate and further customize 4. Accessum manages care and provides transparent reporting so leadership stays informed without any added lift

H OW E XECUTIVES U SE T HEIR A CCOUNTS

B ASED ON R EAL C L IENTS

How Their $10K Account Might Be Used

Executive Profile

Performance- Focused Leader

Full-body MRI, executive physical, advanced labs, concierge hormone consults, GLP-1 therapy

Caregiver Executive

Navigation for spouse’s cancer treatment, insurance advocacy, second opinions, appointment coordination

Preventive Strategist

GRAIL cancer screening, coronary CT angiogram, DEXA bone scan, Full-body MRI, genetics panel, concierge referrals

Burnout Recovery Leader

IV therapy at home, sleep/stress coaching, nutrition support, diagnostic workup for fatigue and inflammation

Women’s Health Executive

Hormonal mapping, OBGYN optimization, cycle-related diagnostics, advanced cardiac imaging, cancer screening

Executive Physicals, Delivered Expanded exams with deep labs and follow-through; in-home/office in Denver.*

Direct Access to Elite Specialists & Concierge PCPs Direct appointments in cardiology, neurology, dermatology, OBGYN, endocrinology— without referral runaround.

Full-Body MRI & Early Detection Whole-body MRI, multi-cancer blood screening, coronary CT; fast scheduling, top-tier reads.

Precision Diagnostics Advanced cardiac panels, genetics (cancer, cardiac, pharmacogenomics), DEXA; targeted, useful data.

Metabolic & Hormonal Optimization GLP-1 support (e.g., Ozempic/Wegovy), testosterone therapy, monitored for safety and results.

Nutrition & Recovery Registered dietitian consults; sleep/stress evaluation and an actionable recovery plan.

Full-Service Healthcare Management We work directly with executive assistants to coordinate appointments, manage logistics, and minimize friction—so your leaders can focus on their work.

Nurse Navigation & Ongoing Support A dedicated nurse serves as your point person for every referral, test result, specialist, and follow-up.

Insurance Advocacy Pre-auth support, appeals for denied claims, we help maximize what your plan covers.

Medical Records Audit & Risk Review We gather your records, identify outdated or missing information, and ensure all providers work from a unified plan.

Advanced Care Pathways for Complex Needs When multiple specialists are involved, we create and manage the whole journey—not just a referral. Family Health Navigation We support care coordination for aging parents, children, or spouses when they face major health challenges.

L EAD W ITH C ULTURE

S IGNAL W ITH C ARE

This is not a perk. It is how you keep your best leaders healthy, supported, and focused on running the business.

P ROPOSED P I LOT I NVESTMENT

T ARGETED P EOPLE

6 Board Level Executives $10,000 Annual Allowance per Executive

$60,000 C ORPORATE I NVESTMENT For a fully managed, concierge health platform covering 6 executives

This Is What Structure Feels Like

Let’s build it around your people.

info@accessumhealth.com | 303.491.0212 | www.accessumhealth.com

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www.accessumhealth.com

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