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How It Works

Set it up once. Reach every employee. VivaBenefits handles benefits questions.

Three steps to a working benefits agent, from setup onward. No IT project, training sessions, or ticket queue.

01
Configure

Share your plan. VivaBenefits learns it.

Give us carrier documents, plan year dates, FSA and HSA contribution limits, plus custom rules. VivaBenefits indexes it all, then answers from your plan, not a generic FAQ.

  • Upload plan files as PDF, DOCX, or XLS
  • Define enrollment windows and qualifying life events
  • Assign carriers to employee groups across plans
  • Approve the plan summary before launch
02
Deploy

Give employees access, without an IT project.

After setup, VivaBenefits reaches employees by email invitation or SSO. They sign in with work credentials, and the agent already knows their identity, plan, and enrollment status.

  • Connect SSO to your existing identity provider
  • Use email access if your company lacks SSO
  • Works with your HRIS, with no migration
  • Usually live by the end of the onboarding call
03
Handle

Employees ask. VivaBenefits answers and acts.

Employees explain their needs plainly. VivaBenefits uses their plan to answer, guides them through choices, and files claims when needed. HR gets a summary of resolved questions instead of a queue to answer one by one.

  • Plain-language help with FSA, HSA, COBRA, and enrollment
  • Claims filed programmatically with the right carrier
  • HR can review conversation logs for auditing
  • HR escalation for questions needing human judgment
Early Results

Early customer findings

Pilot data from HR teams at mid-size companies, based on participating organizations' internal framing.

73%
Fewer HR benefits tickets
Pilot HR teams reported 73% fewer routine benefits questions reaching their inboxes during open enrollment.
2 hrs
Usual setup time
Most teams went from document upload to a live agent in 2 hrs, during one onboarding session.
94%
Questions answered without HR
94% got accurate, plan-specific answers without HR; 6% were flagged for human review.