Spreadsheets are a thing of the past. We make it easy by reading contributions and distributions directly from an employer’s preferred payroll provider.
Say goodbye to long waits and unanswered phone calls, and hello to a hassle-free substantiation process.
What good is a benefit if your members don’t understand or know how to use it? We prioritize benefits education every step of the way.
Your customers won’t ever have to call a bank to get support again. From KYC to monthly statements and tax forms, we handle everything on our side.
Make recommendations based on past purchases, adapt plan designs to support emerging usage patterns, plan around specific pain points, and more.
From mobile access and advanced localization to industry-best multi-language support, we meet your members on their terms, in their context.