Save money using benefits better.
When Benefitly helps people understand what their benefits actually cover, members seek care proactively, groups see premiums stabilize, and advisors earn back time and money.
Access benefits
in easy-to-read
summary formats
Ask anything
and receive simple actionable answers
Finally, year-round benefit navigation.
Members
understand benefits & seek better care
Advisors
save time & earn revenues shares
Plans & TPAs
improve member experiences efficiently
Groups
reduce workloads & contain costs
Advisors save admin time & earn revenue shares
Simply put, groups engage advisors to help their plan members secure, understand, and access benefits.
Benefitly helps advisors save time and money by engaging with all supported benefit plan designs in one place, delivering service at scale without growing headcount in the process.
The advisors who grow in the next five years will be the ones who engage more, more efficiently.
Groups reduce workloads and contain costs
Groups pay top dollar for strong benefits packages. It shouldn’t cost time too.
Benefitly helps groups reduce workloads and contain costs by helping members understand their benefits and access care more efficiently and effectively.
And the best part: when members understand they’re benefits better, HR teams spend less time managing routine tasks and more time leveraging insights to inform
benefit strategies.
Members understand benefits and seek better care
Many plan members leave money on the table because they don't understand what their benefits provide. Benefitly empowers members to understand their benefits and seek better care by simply asking any question and getting simple actionable answers in return. Plain-speak, based on specific plans, not generic definitions.
Access benefit plan documents in easy-to-use formats
Ask any question about coverage, costs, networks, or prescriptions in plain English, no jargon needed.
Answers come from your actual plan documents, not generic definitions.
Know what you’ll owe before a doctor visit, not after the bill comes.
Find in-network, high-value care for your specific situation.
Available year-round, not just during open enrollment.
Get instant answers 24/7
Plans & TPAs improve member experience efficiently
Launching in 2027
Deflect high-volume, low-complexity service calls without sacrificing accuracy or experience
Embed directly into your existing customer service portals for seamless self-serve guidance
Reduce handle time and escalations by giving CSRs the same instant answers you give members
Service teams can't scale if members keep calling with simple questions that plan documents make complicated.
Benefitly helps Plans and TPAa improve member experience efficiently by connecting directly to plan data so any member, group, or advisor gets an instant, accurate, plain-language answer without having to open a service ticket.
Members receive new self-service and quicker customer service experiences, saving everybody time and money in the process.
“It’s really helping me navigate a new diagnosis. For the first time, I actually feel like I have a clear path forward and understand my options.”
Cody, Benefitly User