Convey's Family of Companies
Elevating Healthcare Operations

Robust Analytics. Modern Technologies. Deep Business Expertise.

Our name is a reference to the Pareto Principal, otherwise known as the 80/20 rule. Founded by Italian economist Vilfredo Pareto, the rule states that 20% of your inputs account for 80% of your outputs. That 20% is referred to as the “vital few”, which has become core to our culture here at Pareto.

By using data analytics to help our clients focus on the “vital few” activities, we enable them to achieve maximum outcomes at the lowest possible investment.

Top Performer in KLAS Risk Adjustment Performance Report

Pareto Intelligence is now fully rated as a top performer in the KLAS Risk Adjustment Performance Report. KLAS ratings are based on independent surveys and interviews with healthcare providers.

Our web-based solutions provide health plans easy-to-use dashboards and analytics, giving them critical insights into their data to identify areas of financial improvement and opportunity across all markets. Combining powerful analytics and expert customer advisory, our team of industry veterans build valuable relationships with organizations to reshape and modernize their business strategies.

“Pareto Intelligence’s team and advisory services are A+. Pareto Intelligence’s team is definitely the most responsive and accommodating team that I work with. They are very flexible and service oriented, and they always have interesting insights. We have had a good support team during the time we have worked with Pareto Intelligence. The support is one of my favorite things about working with the vendor.” —Director, June 2021


of our clients would buy our products again.


healthcare clients, including 75% of the largest health insurers in the country.

5:1 to 20:1 ROI

on average for clients across all solutions.


technologies powering our solutions, driving more value for our clients than the competition.

Security is our top priority

From in motion and at rest encryption to third-party penetration tests to restricted off-shore access, HIPAA compliance, and more, Pareto is 100% committed to protecting your data. We have also earned a HITRUST CSF® Certification.

Systems that are HITRUST CSF® Certified include fileshare system, databases, web applications, and supporting infrastructure.

Our Secure Platform

Meet Our Team

Jason Montrie, President Convey Supplemental Benefits Administration & Pareto Intelligence
Dave Swinehart Chief Talent Officer
Brandon Solomon Vice President, Client Advisory & Business Development
Agnes Dybowska Vice President, Client Services
Tracy Delgado Director of Product, Operations and Delivery Management
Rick Monaco Principal, Risk Adjustment Solutions
Eric Shapiro Principal, Risk Adjustment Solutions
Austin Bostock Director of Business Development
Jerome Karaganis Engineering Manager

Pareto Intelligence is part of the Convey family of companies, which also includes Convey Health Solutions, HealthScape Advisors and GHG Advisors. John Steele leads our newly formed Technology Enabled Solutions Segment as Executive Vice President of Convey.

Join Us in Bringing Data Innovations to Life

We’re always looking for innovators to join our cause. Help us create real change for the healthcare industry.

See it and Believe it

Our demos say it all. Tell us about your challenges and we’ll show you how we can help you overcome them.

Schedule a Demo