December 22nd, 2025

What's New

Beta

Real-Time Projected Recommendation Insights

We're excited to introduce a notable update to the benefits package system—offering enhanced planning tools and real-time feedback features.

Main Enhancement

Projection Tab in Benefit Packages

  • New Projections Feature: The brand-new "Projections" tab allows users to:

    • View projections for the expected distribution of medical plans across employees, providing deeper insights into preferences and estimated costs.

  • Interactive Updates in Real-Time:

    • As changes are made to medical plans, such as adjusting HSA contributions, projections dynamically update, highlighting the immediate impact on recommendations.

  • Outcome Measurement:

    • Compare projections with actual enrollment outcomes for comprehensive analysis.

How to Access

  • Navigate to the "Benefits" section in the main menu.

  • Select a benefits package and update to the latest design (if not updated).

  • Connect your benefit package to a guide (if not already).

  • Access the "Projections" tab to explore the detailed projections insights.

This update underscores our commitment to delivering resources that empower users to offer well-tailored medical plans with increased confidence. We look forward to your feedback as we continue refining this feature set.