Struggling to Maximize All Your Plan Benefits?

We conduct a thorough onboarding call where we point out all the extra benefits in your plan. During the call, we discuss which benefits are most important to you and assist with any necessary setups, logins, and special access instructions to ensure you can start using them immediately. 

We track which benefits you should be utilizing and review your usage during each quarterly check-in call. We help reactivate any benefits that aren't being used to ensure you are getting the most out of your plan. 

We remind our clients that they have a dedicated client success representative as their single point of contact. We encourage the use of our "Just Call" program whenever they feel stuck or have questions. This program guarantees a return call within 24 business hours 

We remind clients of any potential "use it or lose it" benefits during each quarterly call to prevent benefits from expiring