Benefits intelligence—from planning to performance and hire to retire
Agents:
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Employee experience
Available 24/7 in Slack, Teams, or your benefits portal, Carly answers questions with personalized guidance based on each employee's specific plans and situation. Employees get clear, accurate answers immediately instead of waiting days for HR to respond. Over time, benefits literacy improves across your workforce, leading to better utilization of high-value programs and fewer costly mistakes.
AI transformation
It gives every employee hands-on experience with AI that enhances the benefits experience and solves real problems, building trust organically across your workforce. The results are measurable: improved employee satisfaction, reduced administrative costs, and increased benefits utilization. This isn't just about benefits - it's the launchpad that builds confidence for broader AI adoption across the organization.
Open enrollment
Carly guides employees through their open enrollment: comparing plans, explaining coverage changes, providing personalized guidance based on each individual's situation, and answering contribution limit questions. Meanwhile, Ava analyzes historical enrollment data, tracks patterns, and identifies topics employees consistently misunderstand. Build targeted campaign strategies that address confusion before it derails decisions.
Program design & strategy
Ava tracks benefits utilization across your programs, analyzes cost trends, and provides year-over-year benchmarking to show what's working and what isn't. Get objective insights that inform where to invest next: which programs deliver measurable outcomes, which vendors underperform, which plan designs optimize both cost and employee satisfaction. Make strategic decisions about your benefits portfolio with confidence, not guesswork.
Mergers & acquisitions
Ava maps both entities' benefits structures automatically, identifies conflicts between plan designs and eligibility rules, and helps you build a harmonization roadmap before day one. After M&A takes place, Carly guides acquired employees through their new benefits options, explains how coverage changes, and helps them navigate decisions during transition windows. Employees get clear, personalized support during a disruptive time.
Year-round program effectiveness
Ava provides objective vendor performance analysis showing which partners deliver on their promises and which fall short. Track ROI for each program, monitor KPIs across your benefits portfolio, and generate quarterly and annual executive briefings that demonstrate program effectiveness. When leadership asks about vendor performance or program value, you have comprehensive answers ready.
Benefits team efficiency
Employee questions resolve automatically without ever reaching HR. Your benefits team gains back hours every week for strategic initiatives that have been on the back burner: improving plan design, evaluating new programs, optimizing vendor relationships, and building better employee communications. Your team operates proactively instead of reactively.
New hire benefits shopping
Carly meets new hires during their election window: comparing medical plans, explaining HSA vs FSA trade-offs, clarifying contribution limits, and helping them understand how benefits fit their specific situations. New employees make informed decisions from day one. Meanwhile, Ava tracks enrollment patterns, identifies where onboarding materials create confusion, and analyzes plan selections to continuously improve the new hire experience.
Life events & ongoing questions
Carly handles both major life transitions and everyday benefits questions: marriage and dependent eligibility, fertility benefits, leave of absence navigation, disability coordination, 401(k) contributions and loans, COBRA eligibility, coverage questions, and how to use benefits. Employees get personalized help whenever they need it. Meanwhile, Ava surfaces patterns that indicate gaps in your programs or opportunities to improve support in real-time.
Scalable client support
Carly handles routine employee questions year-round across all your clients: plan comparisons, coverage explanations, eligibility verification, leave of absence navigation, life events guidance, and benefits navigation. Your team maintains visibility into what employees are asking without getting pulled into every interaction. Deliver high-quality support across your entire book of business. Scale efficiently while maintaining the premium service quality that retains clients.
Retirement, 401K & financial planning
Carly answers employees' retirement and financial benefits questions: 401(k) contribution limits, employer matching rules, loan options and distributions, HSA vs FSA comparisons, and commuter benefits. Employees get clear guidance on financial decisions without waiting for HR or their plan administrator to respond. Increase participation in retirement programs and help employees maximize employer contributions.
Wellness & ongoing care
Carly guides employees through everyday healthcare decisions: preventive care coverage, mental health resources, routine medical questions, provider network searches, eligibility verification, and cost estimates. Employees get immediate answers about how to use their benefits for ongoing care. Improve utilization of preventive programs and reduce barriers to accessing the care your benefits are designed to provide.
Sentiment tracking
Carly captures every question employees ask, creating a real-time voice-of-employee feedback loop. Ava analyzes these patterns: which topics generate the most confusion, where escalations spike, which ticket categories consume support resources. Surface insights that inform better communications, identify gaps in plan documentation, and prioritize improvements where they'll have the biggest impact. Your benefits program gets smarter over time based on what employees actually need.
Engagement & equity
Ava analyzes demographic engagement patterns across your benefits programs, surfacing which populations are underutilizing valuable benefits and where access gaps exist. Track engagement by site, team, and role to identify disparities. Get data-driven recommendations for improving equity in benefits access and outcomes. Ensure your benefits investments reach all employees, not just those who already know how to navigate the system.
See what enterprise AI can do for benefits
FAQs
Many organizations are under pressure from their CEO, board, or CIO to adopt AI, but the path from mandate to implementation is unclear. Avante provides a concrete starting point. Benefits is the second-largest corporate expense, it touches every employee, and it is one of the areas where AI can deliver measurable results within 30 days of deployment. Avante is not a generic AI tool bolted onto existing systems. It is a purpose-built, enterprise-grade platform (SOC 2 Type II, HIPAA, GDPR compliant) that clears the security and governance requirements that stall many early AI initiatives. Organizations that start with Avante can demonstrate real AI outcomes, including reduced HR workload, higher employee engagement, and unified benefits intelligence, rather than running pilots that never make it past procurement.
When an organization acquires a company or grows quickly, benefits complexity multiplies. New employee populations arrive with different plans, carriers, and eligibility rules. Employees have urgent questions about what changes, what stays the same, and how to access their coverage during the transition. Benefits teams are stretched thin trying to answer the same questions hundreds of times while simultaneously integrating new plan structures.
Avante addresses this on both sides. Carly can be configured with the benefits documentation for both legacy and incoming populations, providing employees with accurate, personalized answers during the transition without overwhelming your team. Ava provides a continuous pulse on how employees are engaging with their benefits through the change, replacing the traditional approach of running a months-long survey well after the transition is over. For organizations that go through M&A regularly, Avante becomes the consistent layer that scales across each new integration.
Most employees find benefits confusing, and that confusion leads to underutilization, poor plan choices, and frustration. Traditional resources like static portals, PDF guides, and email inboxes do not meet employees where they are or when they need help. Over 50% of employee interactions with Avante happen outside business hours, which means the moments employees are making benefits decisions often fall outside the window when anyone is available to help.
Carly changes that dynamic. Employees can ask questions in plain language, get personalized answers grounded in their organization’s specific plans, compare options side by side (including a spouse’s external coverage), and upload documents like an EOB for interpretation. The experience is available 24/7 in 50+ languages through the tools employees already use: Slack, Teams, Outlook, ServiceNow, and enterprise AI platforms. The result is employees who understand their benefits, use them more effectively, and feel supported by their employer rather than frustrated by the process.
Benefits strategy decisions (plan design, vendor selection, program investment) have historically been made with incomplete data: periodic reports, siloed claims snapshots, and anecdotal feedback from HR. Avante changes the inputs available to the people making those decisions.
Ava unifies claims, vendor performance, employee engagement, and document intelligence into a single conversational platform. Leaders can ask questions like “How well are we managing diabetes?” or “Which point solutions are underperforming against their contractual commitments?” and get immediate, analyst-grade answers. Ava also surfaces the unstructured data that traditional tools miss entirely, including insights buried in SPDs, PBM contracts, vendor agreements, and stop-loss policies.
On top of that, Carly’s employee interaction data gives leaders a real-time view of what employees are asking about where they are confused. This closed-loop intelligence means strategy decisions are informed by both the financial data and the employee experience data, rather than relying on one without the other.
Benefits teams are often asked to support more employees, more programs, and more complexity without a proportional increase in staff. Avante provides the operational capacity to make that work. Carly handles the volume of repetitive employee questions that consume your team’s time, from coverage details and plan comparisons to LOA policies and enrollment deadlines. Ava provides the analytical intelligence that would otherwise require a dedicated analyst or expensive ad hoc projects. Together, they give lean teams the output of a much larger function. Avante customers report a 40% reduction in benefits-related HR workload, and the platform’s ability to handle questions 24/7 in 50+ languages means your team is no longer the bottleneck for employee support.
Open enrollment is the highest-volume, highest-stakes period for benefits teams. Employees have urgent questions about plan changes, cost comparisons, eligibility and deadline, as well as their unique scenario and needs, and the volume of inquiries can overwhelm even well-staffed teams. Carly handles the surge by providing instant, accurate answers grounded in your organization’s enrollment materials and plan documents. Employees get the same quality of guidance they would from your most experienced team member, available around the clock and in 50+ languages.
Because Carly is handling the volume, your team can focus on the strategic aspects of enrollment rather than fielding the same questions repeatedly. Meanwhile, Ava provides real-time visibility into enrollment patterns: what employees are asking about, where confusion exists, and how engagement is trending. This means you can identify and address communication gaps during enrollment, not weeks after it closes.
Benefits-related questions are one of the largest drivers of HR inbox and ticketing volume. Employees email HR with questions about coverage, submit ServiceNow tickets about claims, and call the benefits help desk for plan comparisons. Each of these interactions requires a human to read, interpret, research, and respond, often with a multi-day turnaround.
Carly intercepts these questions at the source. Because it embeds directly into Slack, Teams, and other tools employees already use, employees get an immediate, accurate answer before they ever reach your inbox. For organizations using Outlook or ServiceNow, Avante’s formal integration means benefits-related emails or tickets can be drafted by Carly automatically. HR teams can review and send them. The result of having all of these access points and integrations is fewer tickets, faster resolution, and an HR team that spends time on complex, high-value work rather than answering the same coverage question for the fiftieth time.
Avante is a single platform, not a collection of point solutions, so you do not need to choose between use cases. Most employers start with the use case that addresses their most immediate pain point (often open enrollment support or HR inbox volume) and expand from there. Because Carly and Ava share the same underlying data layer, every use case reinforces the others. Employee engagement data from Carly informs the strategy optimization insights in Ava. The intelligence Ava surfaces about vendor performance and cost drivers feeds back into how Carly nudges employees toward the right programs. The more you use the platform, the more value it compounds across every use case.