Benefits Buddy-Personalized Benefits Advisory

Example

Guiding a user through selecting a health insurance plan that fits their family's needs while considering their budget constraints.

Scenario

An individual unsure about the level of coverage needed for their family, including considerations for chronic conditions or potential future health expenses.

Example

Evaluating the need for and benefits of ancillary coverages such as Dental, Vision, and Disability Insurance.

Scenario

A user seeking to understand the value of adding dental insurance to their benefits package, weighing the cost against the benefits of regular dental check-ups and potential treatments.

Example

Helping a user calculate their potential out-of-pocket expenses for medical services, considering premiums, deductibles, and out-of-pocket maximums.

Scenario

Assisting an individual in budgeting for healthcare costs by providing a detailed breakdown of potential annual medical expenses, including premiums and out-of-pocket costs, to help them select the most cost-effective insurance plan.

Example

Advising on the selection of Short-term and Long-term Disability Insurance based on the user's job risk and financial safety net.

Scenario

An individual in a high-risk occupation exploring options to protect their income in the event of a disability that prevents them from working.