Coming This Open Enrollment Season
When will the new dashboard go live?
We're rolling this out gradually ahead of the upcoming Open Enrollment season. When we meet for your annual Open Enrollment renewal, we'll get your account set up on the new dashboard then — so there's nothing you need to do before that.
Will I lose access to my current stacks or past reports?
No — everything you have today carries over. Your existing stacks and historical data will be right there in the new dashboard, not lost in the switch.
Will there be any additional cost?
Nope! This is included for all our current clients — no extra cost, just a better experience added to what you're already getting with us.
Do I need to learn a whole new system on my own?
Not at all — we built this dashboard to be simple and easy to use from day one. On top of that, we'll provide a video walkthrough to every client so you have a clear, easy way to get comfortable navigating it.
How is the new analytics different from the reports I get now?
This is a massive upgrade from what you're used to. Instead of waiting on a report from us every month or year, you get visual, in-depth analytics you can check anytime, right from your dashboard. It's a level of insight and control you haven't had before.
Got more questions?