Sherpa & Unum Accounts
Playbook
Decision Doc powered by Sherpa is available at no cost to qualifying accounts
Eligibility Requirements
- Have at least 250+ benefit eligible employees
- Clients agree to use Decision Doc by July 1, 2023 for open enrollment occurring any time in 2023
Benefits
- Employees who move to optimal plan save $2,000 annually
- 3X increase in employees choosing optimal plan
- 93% employee satisfaction rating
- Easy install
Everything You Need to Share Decision Doc powered by Sherpa
Slide Deck
Implementation Process
Use this brochure highlighting Decision Doc powered by Sherpa’s implementation process.
DOWNLOAD HERE
Outreach Templates
These email templates can be copied into communication with your clients. They share the benefits of Decision Doc powered by Sherpa, how it works, and what they need to get started.
FAQs
These internal FAQs provide answers to any and all questions about Decision Doc powered by Sherpa.
We’ll be with you every step of the way and happy to join for demos and any other meetings.
Questions? Email olga.troyano@sherpascore.com or briley@myhealthmath.com