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Employee benefits should be personal, educational, and easy to understand.
Founded by David Perry — nearly 30 years in the employee-benefits industry.
SHRM-CP Certified · NABIP Member
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Benefits only work if people actually engage with them.
We help employees notice, understand, and act on the benefits you've already built for them — with communication and guidance that meets them where they are, all year long.
Why Engagement Comes First
The best benefits program still fails if no one notices it.
Most employees don't disengage from their benefits because the coverage is bad — they disengage because the process feels confusing, and nothing keeps it top of mind between one enrollment and the next. Engage & Educate covers the education and engagement stages of the Employer Support Cycle: it's how we keep benefits visible, understandable, and relevant year-round, so participation and understanding are already in place before an enrollment window even opens.
The three pieces below work together — ongoing communication, plain-language guidance, and direct support for the people actually enrolling.
Engagement
Summit Signal™
Benefits communication that doesn't disappear the day after open enrollment ends. Summit Signal keeps a steady, targeted drumbeat of messaging running throughout the year, so when enrollment does open, employees are already paying attention instead of starting from zero.
- ^Year-round communication cadence, not just an enrollment-season push
- ^Messaging tailored to where employees are — email, text, print, or intranet
- ^Built to reinforce, not duplicate, what HR and brokers already send
Education
Summit BriteGuide™
A plain-language walk-through of what's actually available, written the way people talk — not the way plan documents are written. BriteGuide turns dense plan details into something an employee can read in a few minutes and actually understand.
- ^Jargon-free explanations of plan options and how they differ
- ^Custom-built for each client's specific plan lineup, not generic boilerplate
- ^Formatted for print, PDF, or embedding directly on an intranet or portal
Direct Support
For Participants
A dedicated place employees can go when they have a question a guide can't fully answer. Instead of routing every plan question back to HR or the broker, participants get a direct channel built specifically to help them use the benefits they already have.
- ^A simple way for employees to ask questions and get real answers
- ^Quick-reference tools employees can return to throughout the year, not just at enrollment
- ^Reduces the volume of basic plan questions landing on HR's desk
Where This Fits
Education and engagement are stages two and three of a longer cycle.
Summit Signal, BriteGuide, and direct participant support all feed the same goal: employees who understand their benefits before they're asked to make a decision about them. That understanding builds on onboarding and carries forward into retention and advocacy.
See the Full Support CycleReady to see it working on your program?
We'll walk through how Summit Signal, BriteGuide, and participant support fit your current enrollment calendar.