For Employers & Brokers
Benefits education for your whole group
Give every employee or client the understanding that makes benefits work: plain-language lessons, their own plan explained, and confident enrollment decisions.
Why organizations bring in HealthWise
Confused employees are expensive. Educated ones are not.
Most people never learn how their health plan works, so the confusion lands on your benefits team, your broker's service line, and the employee's own wallet. HealthWise moves that understanding upstream: short plain-language lessons, a glossary that sticks, and Premium tools that explain each person's own plan back to them.
From $8 per employee per year, volume priced. No auto-renewal, ever.
How it works for your organization
From handshake to rollout in a week, not a quarter
Agree online, in minutes
We send one plain-language order form. You review and sign it right on the page; both sides get a copy by email.
Share one link
Rollout is a link in your existing channels: email, intranet, or open enrollment packet. No HRIS integration, no IT project, no employee lists to hand over.
Your people learn and decide
Employees get the full video library and glossary, plus the Premium tools: upload their plan options, compare real costs side by side, and ask questions about their own coverage.
You see the trends, never the individuals
Two Workforce Insights reports per contract year, one after open enrollment and one at mid-year: aggregate, anonymized benefits-literacy and engagement trends across your group.
See it in 60 seconds
The whole offer, in one minute
What your people get, what you see, and how rollout works. No sound needed; it is all on screen. Shown with clearly labeled sample data, and the account view is a preview of a planned feature.
What it does for you
Where the value shows up
Fewer confused support calls
When employees understand deductibles, networks, and EOBs, the questions that used to land on your benefits team or the broker's service line get answered upstream, by the lessons and their own dashboard.
Smoother open enrollment
People who can compare their real options in plain language decide faster and second-guess less, and the renewal conversation starts from understanding instead of confusion.
A benefit people actually feel
Benefits are a major line item that employees often can't use confidently. Education makes the spend you already have legible, which is the cheapest way to make it valued.
See it work
From 28 pages of this to answers, in about a minute
Employees upload the benefits documents they already have. HealthWise reads the numbers and hands back plain language. Below: a sample insurer page on the left, and what HealthWise reads from it on the right. Every value shown is on that page.

What HealthWise reads from it
- The plan
- Cascade Saver HSA ยท HDHP PPO
- Cascade Preferred network. No referrals needed; out-of-network covered at a reduced benefit.
- What comes out of your paycheck
- $165 / month just you ยท $470 / month family
- Read from the employee contributions table.
- Your deductible
- $3,200 individual ยท $6,400 family
- You pay full price for most care until you reach it. Preventive care skips it entirely.
- The most a bad year can cost
- $6,500 individual ยท $13,000 family
- The out-of-pocket maximum. After this, the plan pays everything in-network.
- After the deductible
- You pay 20%, plus set visit costs
- $50 primary care, $95 specialist, $120 urgent care, $600 emergency room, $18 generic prescriptions.
- The HSA
- Eligible, and your employer adds $750 a year
- Tax-free money that can cover the deductible.
Honest about limits: the reader records only what a document explicitly states, and leaves anything unstated blank rather than guessing. A blurry photo or an unusual layout can still trip it, so members can always enter or correct details by hand. How we use AI โ
Security and privacy
Built so your people can trust it
Encrypted before it's stored
Parsed plan details and questionnaire answers are encrypted (AES-256-GCM) with a key held outside the database. Documents live in private storage only the member can access.
Never sold, never trains AI
Member data is never sold and never used to train AI models, by us or by our providers, under agreements that prohibit it.
Individuals stay invisible
Employers and brokers see aggregate, anonymized reporting only. No individual's documents, questions, or plan choices are ever visible to an organization, and that separation is written into every enterprise contract.
Deletion, on schedule and on request
Members can delete any document or their whole account at any time, and uploaded documents are deleted automatically 18 months after upload.
For brokers
Does sharing HealthWise with clients create liability for me?
What do I see versus what my client sees?
Can it carry my brand?
Does HealthWise compete with my advice?
For employers
Can we see our employees' data?
How heavy is the rollout?
How does pricing work?
Is there an admin dashboard?
Talk to a person, not a funnel
Tell us about your group or your book of clients and we'll show you exactly what your people would see, walk through the insights report, and leave the pricing math with you.
Prefer the phone? Call or text (512) 348-8646.
HealthWise provides educational information only, not licensed insurance, financial, or mental health advice. We do not sell insurance or earn commissions. See our Terms of Service and Privacy Policy.