Get the most from your benefits with Upwise

Start your enrollment with a personalized recommendation to feel more confident in your benefit decisions.

Take the guesswork out of choosing your benefits

Upwise helps you make more informed decisions and gives ongoing digital benefits guidance throughout the year.

Take the interactive survey 
A quick survey at the start of enrollment explores your health, wellness, finances, and future plans in 10 minutes or less.
Get your comprehensive recommendation
Based on your survey insights, Upwise provides a tailored recommendation including all the benefits your employer provides, not just medical.*
Get more value from your benefits
Upwise becomes your digital benefits consultant throughout the year, offering timely reminders on how to use your benefits.

Do you have the right coverage?

Selecting benefits is one of the biggest financial decisions you’ll make and Upwise is here to help you:

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Meet Upwise 

See how this digital benefits experience helps instill confidence in your choices at every step.  

Frequently Asked Questions 

Upwise’s patented system uses both a rules-based method (a set of pre-defined rules) and machine learning to create a personalized benefits recommendation for you. Fueled by external consumer data in conjunction with individual user data, Upwise provides personalized benefits recommendations for each user.

Yes. Upwise will recommend plans to help you make smarter benefits decisions on behalf of yourself and any dependents.

The more information Upwise has, the more precise recommendation you’ll get. So while not required, having your medical insurance ID available is beneficial, along with knowing your dependents’ birthdays, pre-existing conditions, income, etc.

We understand the importance of protecting your personal data. We safeguard all information in accordance with law and pursuant to robust security standards. All personal data is handled in accordance with the privacy policy located here. We will never sell your private data.

Your privacy is our top priority. All of the data you provide to Upwise is collected with your consent and is maintained in accordance with the Privacy Policy and all applicable privacy laws. Your answers are primarily used to provide you with individual benefits recommendations and benefit-related reminders. 

After providing a comprehensive recommendation, Upwise will send you timely reminders about when to use your selected benefits, or to explore additional benefits provided by your employer. You’ll also have access to a smart benefits dashboard that houses all your benefits information in one, easy-to-access place.