Targeted banners notify employees on login that open enrollment is active — with their deadline, coverage start date, and a "Start Enrollment" CTA that launches the guided experience.
Tours walk employees through health plan comparison — premium costs, deductibles, network, and HSA eligibility — with plain-language explanations of each factor.
Step-by-step guidance for adding dependents, providing required documentation, and confirming coverage for each family member.
A confirmation checklist shows all selected benefits, costs, and effective dates — with a required acknowledgment before final submission to prevent accidental elections.
Persistent enrollment deadline reminders for employees who haven't started enrollment — escalating urgency as the deadline approaches with "X days remaining" countdown.
Side-by-side plan comparison tour with contextual explanations of premium vs deductible trade-offs, network considerations, and HSA/HRA/FSA eligibility for each plan.
Step-by-step dependent addition: eligible dependent types, required documentation, relationship verification, and coverage effective date confirmation.
Employees ask benefits questions ("Can I add my domestic partner to my health plan?" "How does an HSA work?") and get accurate, policy-sourced answers instantly — during business hours and at 11pm on the enrollment deadline.
Describe your benefits enrollment flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your benefits enrollment — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. HR Technology SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your benefits enrollment — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during benefits enrollment — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your benefits enrollment — actionable data in a single dashboard.
Other HR Technology SaaS workflows