Cut Healthcare Costs and Maximize Savings, Wealth and Wellbeing with Smarter Benefit Choices. Learn more

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Broker Solution

Enhance ROI: The SAVVI Broker Edge

Discover how SAVVI Financial can elevate client satisfaction, streamline your workload, and increase ROI.  The SAVVI integrated suite of solutions is proven to increase HDHP and supplemental benefit participation while reducing overall healthcare costs.  It’s a solution that helps everyone’s bottom-line.

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$200K+

Employer Annual
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Transform Your Broker Business

SAVVI’s Data-Driven Competitive Advantage for Brokers
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Achieve Your Goals

Elevate benefit selections to maximize employee benefit dollars and generate substantial cost savings for your business.

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Reduce Healthcare Spending

Optimize employee healthcare spending and ability to leverage tax-advantaged accounts for greater overall savings.

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Reduce Employee Stress

Reduce stress and boost productivity by helping employees understand the next best actions to take with their available savings.

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Decrease Open Enrollment Workload

Streamline operations by reducing the need for outreach during critical enrollment periods, with flexible integration options tailored to your business needs.

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Drive Benefit Insights

Data analytics can reveal which benefits are most utilized and valued by employees, helping companies allocate resources more effectively.

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Gain Competitive Advantage

Showcase commitment to innovation and holistic support, differentiating your firm in the market and attracting new clients.

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increase-benefit

Achieve Your Goals

Elevate benefit selections to maximize employee benefit dollars and generate substantial cost savings for your business.

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reduce-healthcare

Reduce Healthcare Spending

Optimize employee healthcare spending and ability to leverage tax-advantaged accounts for greater overall savings.

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Reduce Employee Stress

Reduce stress and boost productivity by helping employees understand the next best actions to take with their available savings.

ellips
increse

Decrease Open Enrollment Workload

Streamline operations by reducing the need for outreach during critical enrollment periods, with flexible integration options tailored to your business needs.

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increse

Drive Benefit Insights

Data analytics can reveal which benefits are most utilized and valued by employees, helping companies allocate resources more effectively.

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gain-competitive

Gain Competitive Advantage

Showcase commitment to innovation and holistic support, differentiating your firm in the market and attracting new clients.

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Proven Success: What Our Customers Say

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Financial decision support isn't just offering options, it's empowering individuals to confidently choose what's best for their unique life goals. SAVVI Financial is helping Benefitfocus radically simplify the benefit enrollment journey

Andrew Frend

President, Benefitfocus

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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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More working Americans are turning to their employers for help when it comes to their financial wellness goals. SAVVI guidance is an important piece that helps bring together our Health Solutions and Wealth Solutions businesses into one seamless customer experience.

Rob Grubka

CEO, Workplace Solutions, 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

Redefining Employee Benefit Enrollment

Differentiate your business with decision support that enhances benefits value and drives better business results.

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3X

Greater rate of switching from a PPO plan to a HDHP2

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138%

Increase HDHP Enrollments3

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10%

Employees Increase Retirement Savings Rate3

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$50K+

Increased savings for employers4

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100%

Increase in HSA Enrollment6

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138%

Increase HDHP Enrollments3

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289%

Increase Supplemental Insurance Elections4

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Innovative Broker Solutions

SelectSmart:  Optimize Benefit ROI

SelectSmart analyzes employee needs and budget to deliver tailored benefit bundles for maximum ROI, simplifying decisions and amplifying savings.

Personalized recommendations lead to greater savings, stability, and confidence for employees.

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NextDollar: Maximize Employee Paychecks

NextDollar guidance helps employees allocate their paychecks to maximize tax breaks, leverage employer matches, and achieve savings goals.

Year-round guidance enhances engagement, promotes proactive financial steps, and simplifies benefit management for employees.

Financial Wellness: Secure a Financial Future

SAVVI Financial Wellness provides tailored guidance for all financial milestones, from emergency funds to retirement goals, reducing stress and boosting confidence.

Elevate your clients offerings with financial wellness solutions that boost employee satisfaction, productivity, and retention while reducing healthcare costs and stress.

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Optimize Client Benefit Results with SAVVI

Differentiate your business with financial guidance solutions that provide measurable value for your clients and their employees.

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Explore Our Products

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Ready to get started?

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

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