Win and Retain Employer Groups with Engagement That Shows Up

Employer groups expect more than administration. SmartEngageTM helps TPAs turn health education into a visible, measurable engagement advantage — strengthening the story you bring to every RFP and renewal.

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Win and Retain Employer Groups with Engagement That Shows Up

From Static Library to Engagement Engine

A national TPA serving more than 8 million members faced a familiar set of challenges: low engagement with existing educational resources, members having to actively search for information, and employer groups expecting more personalized digital experiences.

Rather than waiting for members to search through a static resource library, the TPA brought relevant health education directly to them. Claims-informed outreach and portal campaigns connected members with useful content at the right time. Advocate and clinical teams could also share these resources during member interactions.

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The Impact

Stronger member engagement, more aligned communication across teams, increased employer value and differentiation, and a scalable foundation for future engagement initiatives.

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Education became part of the
experience - not a separate resource.

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Read the Full Story

Where Engagement Stalls

Cancel Icon Portals often stop at claims and benefits access, with little reason for members to return
Cancel Icon Employer groups increasingly expect a more complete digital experience, not just administration
Cancel Icon Static content libraries go underused, leaving engagement flat
Cancel Icon Without a clear engagement story, TPAs struggle to differentiate in competitive RFPs and renewals

What Employers Expect Now

Check Icon Employers and brokers are evaluating TPAs on more than transaction processing
Check Icon Member engagement is becoming a proof point in broker and employer conversations
Check Icon A portal that members actually use is now a retention and acquisition advantage
Check Icon TPAs need to demonstrate proactive engagement, not just administrative accuracy

The RFP Advantage

Every renewal conversation is a chance to show, not just tell, what makes your engagement different. SmartEngage gives your team a concrete, demonstrable engagement story - not just a claims-processing pitch - for every RFP and renewal on your calendar.

Portal Adoption Check Icon

Portal Adoption Members actually use digital tools

Smarter Decisions Check Icon

Smarter Decisions Education supports better care choices

Broken Differentiation Check Icon

Broken Differentiation A stronger value proposition for RFPs

Personalized Engagement Check Icon

Personalized Engagement Builds lasting member relationships

How smartengage fits in

Turn Your Portal Into a Destination, Not Just a Utility

SmartEngage embeds trusted health education directly into the digital experience your members already use - helping your portal become a place members return to, not just a place they check in on claims.

FAQs

SmartEngage helps TPAs add trusted health education into the member experience, giving employer groups a clearer engagement story beyond claims and benefits administration. It can support portal engagement, self-service, and more informed member decision-making.

Employer groups and brokers are increasingly looking for more than administrative accuracy. SmartEngage gives TPAs a concrete way to show how they support member engagement, digital experience, and education inside the portal or member journey.

Many portals are used mainly for claims, benefits, and administrative tasks. When education is separate or hard to find, members have fewer reasons to return unless they have a specific transaction to complete.

SmartEngage can help turn a portal into a more active education destination by placing trusted health information within the digital experience members already use. This can make the portal more helpful for understanding conditions, care options, benefits-related questions, and next steps.

SmartEngage helps address low use of static education resources, disconnected member communication, and limited visibility into health education within the portal experience. It gives TPAs a scalable way to make education more visible and relevant.

Yes! SmartEngage can support more informed utilization decisions by helping members better understand symptoms, conditions, procedures, treatments, and care options. It does not replace clinical guidance, but it can give members clearer education before and between care touchpoints.

TPAs can use SmartEngage content to support portal campaigns, claims-informed outreach, advocate conversations, and clinical team communications. The goal is to make education part of the experience instead of relying on members to search for it on their own.

Employers and brokers increasingly expect TPAs to help improve the member experience, not simply process claims. Clear, trusted education can help members better understand their health needs, available resources, and next steps.

SmartEngage supports self-service by giving members access to clear health education within the digital channels they already use. This can help reduce reliance on disconnected searches and make it easier for members to find credible information when questions

SmartEngage is a strong fit for TPAs that want to improve portal engagement, strengthen employer group value, support member education, and create a more differentiated digital experience. It is especially relevant for organizations looking to move beyond static content libraries.
SmartEngage Supports Payer Member Engagement

Turn Every Member Touchpoint Into Meaningful Action

Discover how SmartEngage helps TPAs improve member engagement, close gaps in care, and connect people with the right benefits and resources inside the digital experiences they already use.

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