Name: Zywave PlanAdvisor
Rating: 10 (2 reviews)
Author: Zywave

Help Desk

Web and Video Conferencing

Customer Support

Business Intelligence (BI)

Collaboration

Data Discovery and Visualization

Document Management

Enhanced 911 (E911)

File Sharing

Risk Management

Statistical Analysis

Enterprise

Accounting

Invoicing

Subscription Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Recruitment Agency

Recruitment Automation

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Cloud Storage

Data Lakehouse

Data Mapping

Firewall Security Management

Fraud Detection

IP Address Management (IPAM)

In-Memory Databases

Incident Response

Infrastructure-as-Code (IaC)

Integration Platform as a Service (iPaaS)

Log Management

Managed IT Service

Network Performance Monitoring

Password Management System

Release Management

SOA Application Gateways

Web Portal

WiFi Hotspot

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Appointment Scheduling

Audio Editing

Content Management

Customer Reference Management

Email Marketing

Email Testing

Marketing Automation

Product Sampling

Retail Media Advertising

Social Media Management

Social Media Marketing

Survey & Forms Building

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Lead Generation Services

Lead-to-Account Matching and Routing

Multichannel Retail

Sales Coaching

Sales Gamification

Social Commerce

Sales

Architecture

InsurTech

Laboratory Information Management

Legal Billing

OSS/BSS (Operations Support/Business Support)

Oil and Gas

Real Estate

Vertical-Specific

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Tech Cares 2020

Zywave in Milwaukee offers PlanAdvisor, a healthcare plan design toolkit and employee decision support tool so policyholders can better understand their costs and control their health care spending.

Plus

Standard

Free

Human Interest headquartered in San Francisco offers their cloud-based 401k administation platform for employers featuring flexible plan design and a dedicated account manager.

Essentials

Complete

Concierge

Human Interest

Zywave PlanAdvisor

Benefits Administration Software automates the process of managing employee benefits and eligibility, including medical insurance, pension & retirement, and leave. Also included here are healthcare brokerages or marketplaces for use by employers and healthcare analytics platforms for decision optimization.

Benefits Administration

Likelihood to Recommend

<div>Zywave leads the insurance tech industry with the most expansive portfolio of sales management and client delivery solutions available.</div><div>Through deep expertise and an unparalleled content offering, we offer our partners solutions that deliver business efficiency, effectiveness, and insights.</div><div>At Zywave , we enhance and automate the conventional so your advice can be exceptional.</div>

Zywave

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Time consuming

User friendly

Home

Benefits Administration Software

PlanAdvisor

As an independent insurance broker, we use Zywave PlanAdvisor in our Benefits department. There are four components. The piece we use the most is the renewal projection. The renewal projection helps us anticipate the upcoming renewal rates for our clients. We review this with them mid-year to help with budgeting and planning purposes. It helps launch our renewal process so that employers are not caught off guard if their plan is not running well and a larger increase is projected. We also use this underwriting tool to negotiate with carriers in the marketing and renewal process. If used correctly, it has been very accurate at projecting upcoming renewal changes to rates.

Renewal projection - forecasting renewal rates is accurate and has been very beneficial to our clients and business.
Single period report is decent, but not as user friendly as we'd like it to be. It really only works with certain carriers.

Single Period Report: We hoped it would be like a "DMW lite" but it is only usable with a few carriers, and it's clunky/time consuming to use. We stopped using it.
Plan Modeler: It's a good idea, but we don't use it much. It needs more development and modeling options.
Plan Selector: It's a good idea, but it's too time consuming to add the info. If we could import it easily, we'd use it much more.

Renewal estimator
The other three components need some money and time to develop to make them more usable.

The renewal estimator has helped us win new business!
The renewal estimator has successfully helped us with marketing and carrier negotiations, i.e., it holds weight with underwriters and is hard to argue against.
The renewal estimator has helped us prepare our clients for their upcoming renewal by forecasting cost changes well in advance so that there are no major shocks or surprises.

Ease (formerly EaseCentral), Mineral (formerly ThinkHR), Zywave Analytics Cloud - Decision Master Warehouse, Zywave Content Cloud - Employee Benefits Content Packages (Broker Briefcase), Applied Epic, LastPass for Business, Microsoft Teams

Benefits Operations Manager

PlanAdvisor

Overview

What is PlanAdvisor?