Resources
Case studies

Case Study
How a school district focused on elevating healthcare literacy to improve benefits navigation
Employees now have year-round access to experienced advocates who assist with general benefits inquiries, resolve claims and billing issues, and research costs for specific healthcare procedures to help them make informed decisions about their care.

Case Study
National airline carrier focus on benefits transformation
The airline partnered with Optavise to support employees during the open enrollment process and improve internal efficiencies in managing the administration of the benefits. In a short period of time, Optavise implemented a multi-module benefits enrollment and administration system to help manage, communicate, and enroll employees in the benefits process.

Case Study
Staffing company uses Optavise to simplify its benefits
Optavise provided a transparent and simplified experience with a multi-module system to support the enrollment process. The client leveraged reporting, billing, and COBRA technology to reduce the administrative workload. Additionally, the staffing company utilized Optavise's education service for individual benefits onboarding.

Case Study
Manufacturing company pioneers employee benefits experience
With a quick and seamless implementation, Optavise was able to remove administrative burden and enhance HR corporate initiatives. Plus, an active engagement approach to education, communication, and enrollment of benefits ensured that employees were more informed.

Case Study
School district improves employee and employer experience with Optavise Now
Optavise Now, our custom communications and enrollment solution, provided the district’s employees with personal texts, voicemails, and email messages from leadership. It also made it possible for employees to schedule an appointment with a benefits enrollment expert on their terms.
E-books
Reports
White Papers

White Paper
3 ways enrollment providers can elevate your business
Could the average homeowner sell their own home? Absolutely. Would they have the inside knowledge, connections and resources to do it effectively while maximizing their time and earnings? Probably not. That’s why most owners enlist a specialist (e.g., real estate agent) to manage the process from start to finish.
Thought Leadership

Thought Leadership
New
From family therapy to employee benefits—what my career has taught me about advocacy
Richard Shaffer, Senior Vice President, Head of Sales at Optavise, explores the power of advocacy and how it can simplify the complex world of healthcare. Learn more about the human touch behind Optavise services.

Thought Leadership
New
Discover how empathy is transforming employee benefits through the incredible work of our Optavise advocates.
In her latest article, Optavise President Karen DeToro shares stories of relentless, compassionate advocacy and the impact it has on employees navigating the complexities of healthcare and insurance.