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SelectSmartTM

Benefit Selections. Now Smarter, Faster and Survey-less.

SelectSmart makes benefit selection effortless, no forms, no guesswork. By using existing data to deliver instant, personalized recommendations, SelectSmart helps employees make confident, optimized benefit choices in a fraction of the time. Clear comparisons, real-time guidance, and year-round savings, now in one seamless, intelligent experience.

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Proven Benefits for Employers and Employees

SAVVI SelectSmart brings speed, and personalization to benefit selection. It’s time to get higher engagement, and a better ROI, for everyone.

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$500+

Employee Average Annual Savings2

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100%

Increase HSA Enrollment6

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138%

Increase HDHP Enrollments3

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$200K+

Employer Annual Savings2

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230%

Increase Supplemental Insurance Elections4

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$500+

Employee Average Annual Savings2

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100%

Increase HSA Enrollment6

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138%

Increase HDHP Enrollments3

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$200K+

Employer Annual Savings2

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230%

Increase Supplemental Insurance Elections4

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The Smart Way to Choose Employee Benefits

Data-powered guidance. Survey-free speed. Year-round results.
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Increase Benefit ROI

Deliver smarter selections, eliminate guesswork, and maximize the value of every dollar spent, by employees and employers alike

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Decrease HR Workload

Survey-less benefit guidance removes employee friction and cuts down on support needs, especially during high-volume enrollment periods.

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Reduce Financial Stress

Personalized benefit guidance leads to better choices and less stress, supporting a more confident, focused workforce.

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Promote Holistic Well-being

Smarter benefit decisions drive stronger financial security, starting with healthcare and extending through retirement.

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Gain a Competitive Edge

Showcase commitment to innovation and holistic support, differentiating your firm in the market and attracting new clients.

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Year-Round Guidance

Turn benefit savings into action with NextDollar guidance for HSA, emergency funds, retirement, and more.

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increase-benefit

Increase Benefit ROI

Deliver smarter selections, eliminate guesswork, and maximize the value of every dollar spent, by employees and employers alike

ellips
reduce-healthcare

Decrease HR Workload

Survey-less benefit guidance removes employee friction and cuts down on support needs, especially during high-volume enrollment periods.

ellips
reduce-employee

Reduce Financial Stress

Personalized benefit guidance leads to better choices and less stress, supporting a more confident, focused workforce.

ellips
increse

Promote Holistic Well-being

Smarter benefit decisions drive stronger financial security, starting with healthcare and extending through retirement.

ellips
increse

Gain a Competitive Edge

Showcase commitment to innovation and holistic support, differentiating your firm in the market and attracting new clients.

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gain-competitive

Year-Round Guidance

Turn benefit savings into action with NextDollar guidance for HSA, emergency funds, retirement, and more.

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Proven Success: What Our Customers Say

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Financial decision support isn't just offering options, it's empowering individuals to confidently choose what's best for their unique life goals. SAVVI Financial is helping Benefitfocus radically simplify the benefit enrollment journey

Andrew Frend

President, Benefitfocus

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SAVVI is powering distinct financial guidance experiences at Voya, propelling us to be industry leaders. Their guidance engine is helping our customers feel more confident in their financial decisions, leading to happier and healthier customers - that’s way more powerful than just pushing products.

Nate Black

VP, Consumer Driven Health, Voya Financial

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More working Americans are turning to their employers for help when it comes to their financial wellness goals. SAVVI guidance is an important piece that helps bring together our Health Solutions and Wealth Solutions businesses into one seamless customer experience.

Rob Grubka

CEO, Workplace Solutions, Voya Financial

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SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers.  Their data-driven insights and personalized solutions are a real game changer.

Elizabeth Cunningham

Senior Account Manager, USI Insurance Services

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SAVVI has revolutionized the way we approach employee benefits. The financial guidance for our employees has empowered our employees to make smarter benefit choices.   It's been a game-changer for our organization

Eric McGahhey,

Vice President, HR Operations, Dynata

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Having SelectSmart available during the enrollment process helped me effectively analyze the options available to me and confidently make a selection for my family.  It has proven to save me money over time.  I would highly recommend utilizing the tool as a second set of eyes.

Kim D.

SelectSmart User

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Smart Benefit Choices, Reimagined

Skip the forms. SelectSmart instantly delivers personalized benefit bundles, plan comparisons, and benefit guidance using data already available, no survey required.

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Confirm

Automatically leverages existing employee and employer data to inform tailored benefit guidance to confirm critical information.

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Guide

AI-powered, personalized recommendations across medical, dental, vision, and more, including voluntary benefits like Life and AD&D.

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Enroll

Seamless enrollment experience with real-time adjustments, “Hold Steady” comparisons, and cross-plan insights.

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Boost Savings with NextDollar Guidance

NextDollar connects extra benefit dollars or paycheck savings to smart savings opportunities.

Guides employees on where to save next dollar: HSA, emergency fund, supplemental, or retirement.

Supports year-round financial strength beyond enrollment.

Deployment That Fits Your Needs

Standalone

Use alongside your existing enrollment platform, quick to deploy and easy to scale.

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Semi-Integrated

Bring benefit data into the experience to drive smarter selections and deeper engagement.

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Fully Integrated

Deliver a seamless experience, unifying benefit data and real-time financial guidance in one powerful workflow.

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Smart Solutions That Work
Together to Support Your Employees

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Ready to get started?

Learn more about how SAVVI can customize the right solution for you.

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