Benefits Think Automation with personalization: A potent combo for driving workplace benefits engagement

Published Updated 3 Min Read

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  1. Integrated. It’s critical that the engagement platform unify data from a myriad of sources and programs. That includes company information, links to benefits, essential phone numbers, connections to wellness programs and chronic disease management tools, and health savings account balance management from a single mobile engagement platform.
  2. Relevant. Relevancy includes capturing personal preferences for communications, the option to create a personalized “to-do” list specific to each employee’s needs, the ability to push reminders like, “Keep up the good work and become tobacco free!” or “Schedule your diabetic eye exam,” providing access to benefits information and reminders regarding gaps in care. Being relevant to the individual drives use, and so drives value from the tool.
  3. Consumer-like. If it’s not easy, it won’t be used. Much like shopping online, the platform must minimize the need to “hunt” for relevant information. Well-designed platforms mimic the online consumer experience, cleverly presenting the same information in multiple appropriate places to reinforce messages without seeming redundant.
  4. Smart. Real-time information access to things such as updates on pending support requests and appointment reminders are table stakes. Plus, feedback about progress toward employee health goals and customized information based on health status must be available. The best platforms take a “people like me” approach and learn about the user as they go.
  5. Connected. This means offering an open door to access all benefits seamlessly, using the communications channel that best serves each employee. It also means a platform backed by live support, available online and by chat, email or phone.
Abbie Leibowitz
Chief Medical Officer

Leibowitz, M.D., F.A.A.P., is chief medical officer, founder and president emeritus at West's Health Advocate Solutions [HealthAdvocate.com]. He is a nationally recognized leader in the healthcare … Read full bio


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