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Broker Solution

Stand Out With All-In-One Employee Financial Guidance.

Benefits decisions kick off employees’ journey to financial success. From survey-less enrollment to building retirement income, SAVVI delivers smart, seamless, end-to-end employee guidance, helping you improve outcomes, simplify strategies, and boost client satisfaction.

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$200K+

Employer Annual
Savings 1
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Meet SAVVI. The First End-to-End Financial Guidance Platform

Deliver measurable ROI with the first end-to-end, data-driven financial guidance platform. SAVVI modernizes benefits strategies, strengthens client relationships, and drives proven results.

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3X

Greater rate of switching from a PPO plan to a HDHP2

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138%

Increase HDHP Enrollments3

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10%

Employees Increase Retirement Savings Rate3

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$50K+

Increased savings for employers4

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100%

Increase in HSA Enrollment6

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138%

Increase HDHP Enrollments3

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289%

Increase Supplemental Insurance Elections4

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Innovative Broker Solutions

SelectSmart: Survey-Less Benefit Guidance

Deliver instant, personalized benefit recommendations using existing data, no surveys, no guesswork. Simplify choices, boost savings, and stand out with smarter decision support.

Why It Matters:
-Increases high-value benefit participation
-Reduces enrollment confusion and workload
-Enhances employee satisfaction and confidence

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NextDollar: Smarter Paychecks, Bigger Savings

Real-time guidance helps employees optimize tax breaks, matches, and savings, before, during, and after enrollment. Now integrated with SelectSmart for a seamless experience.

Why It Matters
-Boost take-home value
-Encourage smarter saving habits
-Reduce financial stress year-round

Financial Wellness: Strengthen Total Rewards

SAVVI delivers personalized guidance across life’s key financial moments, from emergency savings to retirement planning. Help employees reduce stress and gain confidence, while driving satisfaction, retention, and cost control for your clients.

Why It Matters
-Boost productivity and morale
-Reduce healthcare costs
-Enhance retention with smarter benefits

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Drive Measurable Impact with SAVVI

Elevate your advisory role with SAVVI’s end-to-end financial guidance platform. Deliver data-driven insights and seamless experiences that deepen client relationships and improve financial outcomes, for both employers and employees.

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Proven Success: What Our Customers Say

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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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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 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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