One Experience with Recommendations for Both Health and Finance Decisions

Our enrollment experience includes both health and wealth components to ensure
employees have the best guidance possible. We give direct dollar amount guidance on where to prioritize paycheck dollars and in what order.

“Brokers say employers love how robust our decision support is.”

Health Plan
Recommendations

Dental / Vision
Options

Voluntary Benefits
Offerings

Investment
Considerations

HSA / FSA
Contributions

401(k) / 403(b)
Retirement

Savings
Opportunities

An All-in-One Solution

Customized Experience
to Each Employer

No plan is the same, and we make it easy to customize what you need for each employer. This can include white labeled design, voluntary benefit offerings, company match information, and integrating health care cost savings tools such as telemedicine.

Employee Engagement

Save time, stress, and confusion for both you and your employers knowing benefit communications are taken care of all year round.

Our technology communicates:

  • Automated employee engagement throughout open enrollment
  • Campaigns on resources to make the best cost-saving decisions from employer offered tools
  • Daily digest emails to you with updates on engagement
  • HR Manager summaries with insights on campaigns

Predictive Validation of Plan Choices

Compare current benefit plan design and contribution levels to multiple options, in real time, to validate best choices for employers and employees. Select best options with confidence, through claims-based evidence, that reduce employer cost and employee risk exposure. Then prove plan success through a post-enrollment migration analysis that validates enrollment success, cost-savings and employee engagement.

What It Means For You

IDENTIFY

Those employees who would be fit for your products in personalized, efficient way.

WHITE LABEL

Enhance your other offerings by introducing this as your proprietary tool.

COST SAVINGS

Analyze plan options and remind employees to take advantage of benefits.

SCALABLE

One system to use across your entire book of business.

FEATURES YOU WILL LOVE

1

Email Campaign
Tools

2

Easy, Simple
Dashboard

3

All Your Data In
One Platform

What It Means For Employees

SAVINGS

Maximizing savings ensures that employees can make the most out of their paycheck and leverage any available tax savings.

SIMPLICITY

Our guidance breaks down complex information into smaller pieces, empowering understanding and propelling action.

CONFIDENCE

Employees trust our individual recommendations because they are not – and will never be — tied to or incentivized by any other group.

FEATURES THEY WILL LOVE

1

Mobile
Responsiveness

2

Healthcare Bluebook
Integration

3

Easy, Simple
User Experience

4

Employee Portal with
Plan Resources

See how we can take your services
to the next level.

REQUEST A DEMO