Skip to main content
Skip table of contents

December: new products and features

New features to simplify the user experience of creating the proposals as long as plenty of new products appeared on the Marketplace this month.


Multiple products proposal flow update

PROPOSALS

Brokers can start the proposal flow with a single button click in the top-right corner of the Product Marketplace page. You will be prompted to enter the company details before selecting the products. This solution simplifies the flow and ensures the list of available products is correct for existing clients.

How to create a proposal


Existing Company details view

PROPOSALS

Creating a Proposal for an existing company is now much easier. A broker can review the company's basic information, logo, and employee count. The three dots menu has an action to Overview a Company Profile and Create a New Company instead.


Change History tab on the Broker and Employer profile

USERS

Employer and Broker Profile has an additional tab with the Change History details table. The main title of the Profile now contains the company name in it.

Change history captures the changes in Broker or Employer Company demographics, such as the company's name, address, website, etc. Also, it identifies a person who made these changes with the according email details and a timestamp.


New product available: Cleo

PRODUCTS

Brokers will see a new product called Cleo on the Product Marketplace page with four different pricing plans and a range of pricing tiers depending on the number of employees.

Cleo is the most proactive solution for working families, providing support from planning a family through caring for an adult loved one.

Cleo website

Cleo supporting article

On the create proposal step, Brokers will see an additional info box. Cleo subscriptions require a company email address (e.g., @mycompany.com) for each employee the client wishes to onboard. Our workflow will prompt your client to provide their company email domain when they approve the proposal. You should communicate this requirement to your client ahead of time.


New product available: Walmart Health

PRODUCTS

Brokers will see a new product called Walmart Health on the Product Marketplace page with six different pricing plans and a range of pricing tiers depending on the number of employees.

Walmart Health is a telehealth solution that allows people to access best-in-class care whenever and wherever while driving down overall healthcare costs.

Walmart Health website

Walmart Health Support Article


New product available: Vivante Health

PRODUCTS

Brokers will see a new product called Vivante Health on the Marketplace page with a range of pricing tiers depending on the number of employees.

The Digestive Health Experts offer GIThrive, the all-in-one digestive health program for employers and health plans.

Vivante Health website

Vivante Health supporting article


New product available: SupportLinc

PRODUCTS

Brokers will see a new product called SupportLinc, on the Marketplace page with just one single pricing plan for an unlimited number of employees.

SupportLinc is a confidential resource that helps individuals deal with life's challenges and the demands of integrating home and work.

SupportLinc website

SupportLinc supporting article

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.