Customer Service: (800) 649-9121

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Employer & Member Experience

Benefits should feel easier to use, not harder to explain. We help employers, benefits consultants, and members get clearer answers, faster support, and a more connected experience from open enrollment through the everyday moments when people actually need their plan.

Hands-on service that does not hide behind a help desk

Think of our account management team as an extension of your HR and benefits team: close enough to understand the details, experienced enough to move issues forward, and practical enough to keep the process from turning into a runaround.

We show up where support matters: open enrollment meetings, employee 1:1 help sessions, health fairs, claims questions, provider calls, reporting conversations, and the messy middle where members often get stuck.

That matters for every workforce, and especially for teams that benefit from face-to-face guidance, bilingual support, and communications that are culturally aligned — not just translated. Because a benefit only works when people understand it, trust it, and know how to use it.

OUR PRODUCTS, TECHNOLOGIES & METHODS

How we drive experience

Account management

A dedicated account team gets close to the plan, the people, and the priorities, helping employers and consultants solve issues, prepare for renewals, and keep the experience moving.

On-site support

We show up in person for open enrollment, 1:1 employee help sessions, health fairs, and engagement events, creating trust where benefits questions actually happen.

HealthView member portal

Members get a secure, mobile-friendly front door for benefits, claims, ID cards, provider search, forms, chat support, and plan resources so they know where to start.

PERC employer portal

Employers and consultants get clearer access to plan information, reporting, and tools that support smarter decisions without waiting for renewal season to begin.

Service support model

Our client service team helps members, HR teams, and consultants with real-life benefits questions, including hands-on support like calling providers when the situation calls for it.

Member communications

We help turn plan details into plain-language communications, onboarding materials, open enrollment resources, and engagement campaigns that members can actually use.

Claims escalation & follow-through

When claims or access issues get complicated, we investigate, escalate, and follow through with the right internal teams until there is a clearer path forward.

Reporting & guidance

We pair reporting with interpretation, recommendations, and QBR-driven strategy, helping employers and consultants understand what is happening and what to do next.

OUR PROCESS FOR EMPLOYER & MEMBER EXPERIENCE

A process built for people

Step 1

Onboard

We align with the employer and benefits consultant on contacts, communication preferences, priorities, portal access, and the support structure behind the plan.

Step 2

Equip

We prepare the tools and communications members need to start strong, from Healthview access and ID card guidance to open enrollment materials and plan education.

Step 3

Show up

We support open enrollment, 1:1 help sessions, health fairs, and onsite engagement so members can ask questions, get answers, and build trust with the team.

Step 4

Support year-round

We help members with benefits questions, claims issues, provider calls, portal navigation, and everyday moments that go beyond a basic FAQ.

Step 5

Escalate and resolve

When issues need more attention, we bring in the right claims, service, account management, or leadership resources and keep the follow-through moving.

Step 6

Review and improve

We use reporting, claim trends, service feedback, and QBR conversations to help employers and consultants refine the experience before renewal pressure hits.

Connected tools for a better benefits experience

The right service model needs the right access points. HealthView gives members a secure place to manage benefits, claims, ID cards, forms, provider search, and support. PERC gives employers and consultants a clearer view into plan information and reporting.


Together, they help reduce the “where do I go?” moments that create frustration for members and extra work for HR.

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HealthView for Members

A secure, mobile-friendly front door where members can access plan details, claims history, EOBs, ID cards, provider search, forms, and chat support.

Log into HealthView
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PERC for Employers and Benefits Consultants

A connected portal experience that helps employers and consultants access plan information, reporting, and support tools with more clarity.

Log into PERC
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OUR APPROACH TO EMPLOYER & MEMBER EXPERIENCE

People-first does not mean passive

Putting people first takes more than good intentions. It takes smart communication, responsive service, practical tools, and a team willing to stay with the issue until the next step is clear.

We help employers and benefits consultants reduce the day-to-day burden of benefits while giving members a better way to understand, access, and use the plan.

Relationship-driven support

We build trust by showing up during open enrollment, onsite help sessions, health fairs, QBRs, and the moments when a member or employer needs a real answer.

Bilingual, bicultural service

Support works better when people feel understood. Spanish-fluent representatives and culturally aligned engagement help members understand their benefits and feel more confident using them.

Member activation, not just member service

We do not wait for confusion to turn into a crisis. Through proactive education, communications, and engagement, we help members use the tools available to them earlier and more often.

Resolution with accountability

When something goes sideways, we do not park the problem. We investigate, escalate, communicate, and keep the right people involved until there is a clearer path forward.

Less lift for HR

We take on the questions, follow-up, education, and service moments that often land back on HR, helping employers focus less on chasing answers and more on supporting their people.

Practical education

We explain the terms, forms, statements, resources, and “why” behind plan decisions in plain language, because benefits only work when people understand how to use them.

Insight-driven decisions

Through reporting and quarterly reviews, employers and consultants can make changes based on what is actually happening in the plan — not guesses, assumptions, or renewal-season panic.

Let’s make the experience easier to use

A better benefits experience starts with clearer access, stronger support, and a team that stays close to the details. Let’s talk about how we can support your employers, members, and benefits strategy all year long.

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