Case Management
Manage multiple cases at once with a global view of all cases that contains a snapshot of key information for each like Open Enrollment start and end dates or pending messages
Streamlined & Organized
Easily manage multiple cases at a glance. Keep track of days left in an Open Enrollment period or outstanding messages that need addressed.
Organized Collection of Cases
Stop wasting time looking up critical information for each case and review the specifics with a single glance. The dashboard gives agents a snapshot of all cases and key components of each.
Easy-to-Use Agent Interface
Agents have the option to access valuable case engagement insights on a computer with the Desktop Agent Interface.
Data-Driven Tasks
Benefits toolkits collect thousands of data-points that are transformed into actionable tasks to help agents serve employees and drive enrollment.
Flexible Case Management Options
Log tasks, notes, and monitor employee activity as they engage with the mobile benefits app before, during, and after open enrollment through a case-specific dashboard.
Data-driven sales enablement
Data presented as actionable tasks helps agents prioritize follow-up to better serve Employees and drive enrollment.
Organized, Strategic, and Accessible
- Keep cases organized, saving time searching for case details
Access case information on-the-go with a desktop interface
- Engage employees and streamline enrollment with data-driven actionable tasks