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Personalized Benefit Guidance

How it Works

Headphones

Answer questions about health care needs, finances, and family.

Headphones

Get a Financial Wellness Score between 0-999.

Headphones

Use personalized guidance to choose benefits and improve score.

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Score evolves as life changes. Chart progress over time.

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Employees: Achieve health and financial wellness

UNDERSTAND benefits + financial savings tools

PERSONALIZED with live analyst support + individualized guidance

TRUSTWORTHY transparent results from a neutral third party

SIMPLE all your benefits in one place + one score to help you choose

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Employers: Harness the power of the score

INCREASE engagement + empower individuals

CAPITALIZE from a greater understanding of your employees’ needs

IMPROVE employees’ health and drive financial wellness

DELIVER smarter advice with ease – now + over time

Employer dashboard

Customize benefits based on employees’ real needs.

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See how health plans cover employees reported needs
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Understand employees’ financial resiliency

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Add benefits that target specific financial and wellness vulnerabilities

Drive impressive performance

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3X

increase in employees choosing the optimal plan.

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2X

increase in HSA balances

Ready to learn more?

Contact us to find out if benefit decision support is right for you.

Schedule a demo

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