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.
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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Words from the wise**
"Easy to use, lots of details for each plan and what to consider when making my choice. It helped me pick the best option for my family. I ended up completely changing my selections based on these recommendations and I feel much more educated about my benefits!"
"Upwise provided valuable insights into my budget and clarified how my health insurance aligns with my financial planning, even though the costs are higher than I initially anticipated.”
"It confirmed what I was already thinking about [a high deductible plan] and that it was definitely the right choice for me. It directed me with the supplemental choices. I especially liked being able to jump to the benefits guide for additional information. All around easy and very useful.”
“Upwise helped me to confirm... that I had made a good decision last year when I originally picked [my current benefits].”
"Great to have direction with a topic [on which] folks may not have the best knowledge.”
“The questions it asked were great and helped me identify what I wanted to spend per month versus what I wanted in terms of copays and out of pocket expenses. It also made me consider how I would meet out of pocket expenses.”
Meet Upwise
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.