Health and Wealth
Decisions in One Experience

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

Our new era decision support offers broad customization, making sure employees get the personalized experience they deserve — to make decisions they are confident about.

We Work With

TPAs

Payroll Companies

Online Enrollment Systems

Insurance Carriers

Other Third Party Vendors

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

Our technology is flexible, giving you the power to customize
the integration to suit your needs.

White Labeled, Personalized
Benefits Guide

Our agnostic approach helps your users understand their health plan options and make the right decisions for them; based on their needs, utilization, and personalized out of-pocket costs.

Each experience is completely personalized and driven by each user — resulting in guidance on plan selection, and recommendations on voluntary benefit selections, contribution allocation to savings vehicles, and tax benefit considerations.

Easy to Use Dashboard

You or your service team can easily build benefit packages, add voluntary plans, and manage retirement plans with our built in Package Manager.

Comprehensive Developer Resources

Our developer portal contains easy to understand documentation, code examples, and a complete testing environment; giving your team as much or as little flexibility as they desire.

Safe & Reliable API Access

Use the data collected through the experience to gain insight on the plan and help make the best decisions for related offerings. Count on a simple, secure integration process complete with development resources and a full development portal.

Easy to Implement

With our “On Demand” UI, you can bring our complete guide experience directly into your platform via one API call and a few lines of code.

Scalable, Secure Architecture

Rock solid, cloud based infrastructure.

Code Examples

See examples in multiple code languages.

Test Environment

Full sandbox environment via developer portal.

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 never will be — tied to or incentivized by any other group.

FEATURES THEY WILL LOVE

1

Mobile
Responsiveness

2

Cost Estimates Powered
by Healthcare Bluebook

3

Easy, Simple
User Experience

4

Clear Recommendations
and Action Plan

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

REQUEST A DEMO