Built To Be Experienced

Select your perspective to see how our services work for you

AI-Powered

AI Decision Support

Ask Ava answers employee questions 24/7 and guides smarter enrollment decisions.

Scale Your Client Support
  • Ava handles routine questions — Focus on complex cases and relationship building while AI manages repetitive inquiries
  • Trained on your client's plans — Ava knows each employer's specific coverage, rates, and plan details
  • Seamless specialist handoff — Complex questions automatically route to you or your enrollment team
  • Question analytics — See aggregate, anonymous insights into what employees are asking most to prepare better resources and anticipate needs
Outreach

Communication Plans

SMS & email campaigns with approval workflows and templates—route traffic to your enrollers or ours.

Professional Campaigns, Your Brand
  • Done-for-you campaigns — Professional SMS and email sequences designed for maximum engagement and completion
  • Route to your team or ours — Direct employee inquiries to your enrollment specialists or use our in-house support
  • Approval workflows — Review and approve all communications before they go out to maintain quality control
  • Campaign analytics — Track open rates, click-throughs, and engagement to optimize future outreach
Infrastructure

Employee Navigator & ADP Integrations

Clean up, renew, or rebuild your benefits infrastructure to streamline administration and scale with confidence.

How This Helps Your Business
Employee Navigator
  • Full platform configuration — We build and customize Employee Navigator to match your client's exact needs
  • Plan data migration — Seamlessly transfer existing plan data, rates, and configurations without losing history
  • Carrier file feeds — Automated connections to insurance carriers for enrollment data transmission
ADP Workforce Now
  • Benefits module setup — Configure ADP WFN benefits administration to streamline your client's enrollment
  • Payroll integration — Connect benefits deductions directly to ADP payroll for accurate processing
  • White-label branding — Your logo, your colors, your professional presence—clients see your brand, not ours

Additional Services

Enrollment Support Support

In-house enrollment services available live on-site or remotely—expert guidance when employees need it most.

  • White-label support — Our specialists represent your brand
  • Scalable capacity — Handle large enrollments without temp staff
  • Detailed reporting — Track conversations and outcomes
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Wellness & Nudging Engagement

Personalized wellness strategies and behavioral nudges that encourage healthier decisions.

  • Year-round engagement — Keep employees connected beyond enrollment
  • Behavioral nudges — Automated prompts for preventive care
  • Client differentiation — Wellness features that set you apart
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Real-Time Reporting Analytics

Live analytics and enrollment progress monitoring—know exactly where you stand.

  • Live dashboards — Real-time participation and completion rates
  • Multi-client overview — Monitor all clients from one dashboard
  • Exception tracking — Identify employees needing follow-up
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New Hire Education Onboarding

Targeted benefits training for confident onboarding from day one.

  • Automated onboarding — Materials delivered by start date
  • Custom content — Tailored to each client's plans
  • Completion tracking — Know who's enrolled
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