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SelectSmartTM

Survey-Less Open Enrollment That Makes Every Paycheck Go Further

SelectSmart powers smarter decisions from enrollment to retirement, delivering next best actions that optimize employee paychecks and build long-term financial fortitude

Demo SelectSmart 2026
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Introducing SelectSmart 2026:
Guidance that meets employees where they are, and where they’re going next.

Survey-less, data-driven optimization across benefits, healthcare, and retirement so
every dollar works harder.

Instant, Personalized Guidance

Side-by-side comparisons highlight coverage, costs, health accounts, and even how a plan performs in a tough year, making the best choice easier for users to see.

Carry Forward Comparisons

Employees can instantly see how their current benefits stack up vs other options.

If their choices are already on track, they can feel confident holding steady. If not, they’ll understand exactly why a change could make sense for them now.

Tough Year Visualizer

See how benefits hold up if healthcare usage and costs spike.

Users gain confidence by understanding their coverage and the potential risk of each benefit combination.

Mix-and-Match Bundles

From pairing a spouse’s plan to exploring different coverage combinations, employees can adjust and compare bundles all in one place.

SAVVI Studio

Simplify workflows, automate handoffs, and monitor outcomes through a live performance dashboard, bringing efficiency and transparency to every step.





Extend the Journey with NextDollar

After SelectSmart helps employees make confident enrollment choices, NextDollar guides them on how to maximize their paycheck year-round.

Discover how to best allocate paycheck earnings to maximize tax breaks, leverage employer matches, and successfully achieve targeted savings goals.

                        Explore NextDollar

Proven Results for Employers and Employees

SAVVI SelectSmart brings speed, and personalization to benefit selection. It’s time to get higher engagement, and a better ROI, for everyone.

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$500+

Employee Average Annual Savings2

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100%

Increase HSA Enrollment6

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138%

Increase HDHP Enrollments3

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$200K+

Employer Annual Savings2

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230%

Increase Supplemental Insurance Elections4

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70%

Reduction HR Calls for Open Enrollment 12

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4.1X

Employer ROI2

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138%

Increase HDHP Enrollments3

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13X

Increase Retirement Savings13

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230%

Increase Supplemental Insurance Elections4

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Deployment That Fits Your Needs

Standalone

Use alongside your existing enrollment platform, quick to deploy and easy to scale.

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Semi-Integrated

Bring benefit data into the experience to drive smarter selections and deeper engagement.

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Fully Integrated

Deliver a seamless experience, unifying benefit data and real-time financial guidance in one powerful workflow.

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Proven Success: What Our Customers Say

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SAVVI is powering distinct financial guidance experiences at Voya, propelling us to be industry leaders. Their guidance engine is helping our customers feel more confident in their financial decisions, leading to happier and healthier customers - that’s way more powerful than just pushing products.

Nate Black

VP, Consumer Driven Health, Voya Financial

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SAVVI’s financial guidance solutions help me provide benefits experiences not offered by other brokers.  Their data-driven insights and personalized solutions are a real game changer.

Elizabeth Cunningham

Senior Account Manager, USI Insurance Services

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SAVVI has revolutionized the way we approach employee benefits. The financial guidance for our employees has empowered our employees to make smarter benefit choices.   It's been a game-changer for our organization

Eric McGahhey,

Vice President, HR Operations, Dynata

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Having SelectSmart available during the enrollment process helped me effectively analyze the options available to me and confidently make a selection for my family.  It has proven to save me money over time.  I would highly recommend utilizing the tool as a second set of eyes.

Kim D.

SelectSmart User

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Smart Solutions That Work
Together to Support Your Employees

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Ready to get started?

Learn more about how SAVVI can customize the right solution for you.

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