Coverage and benefits awareness.
Make it easy to understand and use what they have. More value for policyholders. More growth for you.
Use intelligent, proactive outreach to help policyholders understand and engage with the coverage and benefits already available—from preventive care and wellness to riders and deductible status.
Explore intelligent outreach
The challenge...
Many policyholders aren't fully aware of the coverage and benefits included in their policy.
Preventive care, wellness programs, riders, and other valuable benefits often go unused.
Insurers need a smarter way to educate, engage, and guide policyholders to the benefits that matter most—proactively and at scale.
The goal is to increase awareness and usage of policy benefits, improve health and financial outcomes, and strengthen long-term relationships.
The objective...
The insurer set out to create proactive engagement that could:
Educate policyholders about available coverage and benefits they may not be aware of.
Promote preventive care and wellness programs before needs arise.
Explain riders, optional benefits, and coverage upgrades.
Provide deductible and out-of-pocket status transparently.
Guide policyholders to in-network providers and resources.
Encourage actions that improve member health, financial wellness, and protection.
Reduce inbound calls about benefits and eligibility.
Increase benefit adoption, cross-sell, and upsell opportunities.
Strengthen satisfaction, loyalty, and lifetime customer value.
The Alvaria Intelligence
Platform approach.
The platform ingests policy and benefit data, health and claims insights, life events, and policyholder preferences.
AIP prioritizes the right benefits and messages for each individual, then delivers personalized outreach across the right channel at the right time.
Outcomes are measured, learned, and used to continuously improve engagement and benefit utilization.
Agentic-led engagement
for benefits engagement.
& leads
or steps in as needed
An agentic agent begins and leads benefit engagement, answers questions, personalizes recommendations, and guides next-best actions. When complexity, medical guidance, or financial advice is needed, the conversation is seamlessly handed off to a licensed professional.
Agentic begins and leads.
Human supervises or steps in as needed.
More understanding. More action. More value for policyholders.
Customer value...
- Easy to understand what's covered
- Access to preventive care and wellness
- Clear deductible and out-of-pocket status
- Guidance to the right providers
- Feel supported and in control
- Feel valued by their insurer
Business value...
- Increased benefit utilization
- Opportunity for cross-sell and upsell
- Higher retention and customer loyalty
- Reduced inbound volume
- Improved health outcomes
- Grows premium revenue
More awareness. More action.More value—together.
Proactive, intelligent outreach helps policyholders get more from their coverage—while driving better outcomes and growing your business.
Request a personalized demo