By SAVVI RESEARCH

Executive Summary

By integrating SelectSmart’s frictionless guidance alongside targeted pre-enrollment messaging and incentives, a research company successfully simplified complex benefit decisions. The result: increased platform utilization, higher supplemental benefit adoption, and extended employee engagement that transitions from open enrollment into year-round financial wellness.

Key Results

• Employee Engagement: 103% year-over-year increase in platform utilization, achieving 40% overall employee engagement.
• Enrollment Completion: 79% of participating households successfully completed the open enrollment experience and received a personalized benefit bundle recommendation.
• Supplemental Adoption: 58% of recommended bundles included at least one supplemental benefit, effectively addressing identified coverage gaps.
• Ongoing Financial Resilience: Over 50% of users extended their engagement beyond open enrollment, utilizing NextDollar for continuous savings and retirement planning.
• Broker Value: Empowered broker partners to deliver differentiated, data-driven benefit experiences, recognized as a competitive "game changer" by national account executives.
• User Satisfaction: Employees reported high value in the platform's ability to save hours of manual calculations, provide transparent comparisons, and connect benefits directly to their budgets and savings goals.

Want to see how these results are achieved? Let's connect and we’ll walk through how SAVVI integrates into your enrollment experience.

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