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From contribution strategy to confident choices.

Five clear stages take a team from first conversation to coverage in place — with support at every step and a review before each renewal.

  1. 01Design

    Define employee classes and a monthly allowance for each.

    Employer
  2. 02Invite

    Employees receive a welcome and a short guided setup.

    Sanaira
  3. 03Choose

    Each person compares plans with their allowance applied.

    Employee
  4. 04Reimburse

    Premiums are reimbursed according to your policy.

    Employer
  5. 05Review

    Participation and budget are reviewed before renewal.

    Together

Set your strategy in an afternoon.

Set an allowance for each employee class, check the monthly total against your budget, and send invitations from the same view.

  • Employee classes and allowances
  • The monthly total against your budget
  • Invitations sent from the overview
Employer workspace for Harbourline Studio after an invitation is sent: the monthly allowance per employee class, the total against the budget and Ava Lindqvist marked as invited.Employer workspace for Harbourline Studio after an invitation is sent: the monthly allowance per employee class, the total against the budget and Ava Lindqvist marked as invited.
Fictional sample data · static application preview

Every person sees their real price.

Each person chooses in their own member workspace, where the plan, its monthly price and how it fits the care they asked for sit side by side.

How plan comparison works
Member workspace showing what Morgan asked for — their needs and how Willow Everyday fits them, under the $650 budget — beside messages with their broker.Member workspace showing what Morgan asked for — their needs and how Willow Everyday fits them, under the $650 budget — beside messages with their broker.
Fictional sample data · static application preview

Six weeks, never on your own.

A clear rollout plan with communication, live support and a guided selection window.

An illustrative six-week rollout

Illustrative
  1. Week 1Strategy session

    Agree classes, allowances and timeline with your advisor.

  2. Week 2Workspace setup

    Policy documents, branding and employee list.

  3. Week 3Team announcement

    A clear message, a live Q&A and a recorded walkthrough.

  4. Weeks 4–5Guided selection

    Employees choose plans with guides on hand.

  5. Week 6Go live

    Coverage begins and reimbursements start.

  6. OngoingYear-round support

    Life changes, questions and renewal planning.

See a demo journey.

Walk through the coverage finder the way an employee would, from first question to shortlist.