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    See where employees need support and where benefits can work harder

    HEARD Benefits Intelligence transforms privacy-protected patient advocacy and navigation activity into actionable insights for employers and benefits partners. Organizations can understand engagement, discover recurring barriers, evaluate resource connections, and identify opportunities to improve benefits utilization.

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    Traditional reporting compared with Benefits Intelligence

    Traditional reports may show

    • • Enrollment
    • • Claims
    • • Vendor logins
    • • Completed transactions

    HEARD Benefits Intelligence can help reveal

    • Why employees are seeking support
    • Where they become confused or disengaged
    • Which benefits may be relevant to their needs
    • Where access barriers occur
    • Which resources receive engagement
    • Whether employees feel more prepared to navigate care
    • Where communication or education should improve

    Dashboard preview

    Every card below is an empty-state example. HEARD does not display invented numbers, estimated savings, or projected outcomes. Each metric is labeled as measured, self-reported, a calculated estimate, a benchmark, sample data, or a planned capability.

    Adoption

    Eligible population

    Measured

    Lives made eligible by the sponsoring organization.

    Awaiting connected data

    Invitations

    Measured

    Invitations delivered through launch and campaign activity.

    Awaiting connected data

    Registrations

    Measured

    Accounts created from eligible invitations.

    Awaiting connected data

    Activation rate

    Calculated estimate

    Registered members who complete a first meaningful action.

    Awaiting connected data

    Active members

    Measured

    Members with activity in the reporting period.

    Awaiting connected data

    Engagement

    Monthly active users

    Measured

    Unique members active in a calendar month.

    Awaiting connected data

    Advocacy sessions

    Measured

    Sessions where a member works through a concern or next step.

    Awaiting connected data

    Appointment-preparation activity

    Measured

    Preparation flows started and completed.

    Awaiting connected data

    Documentation activity

    Measured

    Volume of documentation events, never the content.

    Awaiting connected data

    Caregiver coordination

    Measured

    Caregiver participation and shared coordination activity.

    Awaiting connected data

    Resource engagement

    Measured

    Guides and resources opened or saved.

    Awaiting connected data

    Benefits utilization

    Benefits identified

    Measured

    Benefits configured and matched to member needs.

    Awaiting connected data

    Recommendations delivered

    Measured

    Relevant benefits surfaced to a member.

    Awaiting connected data

    Referral activity

    Measured

    Clicks or connections to a benefit or resource.

    Awaiting connected data

    Connection rate

    Calculated estimate

    Referrals as a share of recommendations delivered.

    Awaiting connected data

    Confirmed utilization

    Coming soon

    Requires a vendor, carrier, or benefit-platform integration.

    Awaiting connected data

    Follow-up engagement

    Measured

    Return activity after a recommendation or referral.

    Awaiting connected data

    Experience

    Confidence scores

    Self-reported

    Optional in-app prompts before and after navigation support.

    Awaiting connected data

    Satisfaction

    Self-reported

    Optional member satisfaction responses.

    Awaiting connected data

    Self-reported preparedness

    Self-reported

    Whether members feel ready for their next appointment.

    Awaiting connected data

    Navigation barriers

    Measured

    Aggregated themes describing where members get stuck.

    Awaiting connected data

    Unresolved needs

    Measured

    Needs recorded with no matching benefit or resource.

    Awaiting connected data

    Trends

    Changes over time

    Calculated estimate

    Period-over-period movement in measured engagement.

    Awaiting connected data

    Aggregate topic trends

    Measured

    De-identified themes across the population.

    Awaiting connected data

    Caregiver needs

    Measured

    Caregiver-related engagement patterns.

    Awaiting connected data

    Resource demand

    Measured

    Which resources the population reaches for most.

    Awaiting connected data

    Communication opportunities

    Calculated estimate

    Where awareness or education appears to break down.

    Awaiting connected data

    Privacy-safe cohort comparisons

    Coming soon

    Enabled only when cohorts exceed the minimum size threshold.

    Awaiting connected data

    Filters

    Filters are enabled only when the underlying data can support them without risking re-identification.

    • • Date range
    • • Employer population
    • • Benefit category
    • • Engagement type
    • • Approved cohort
    • • Program campaign

    Executive-ready reports

    • • Monthly engagement
    • • Quarterly business reviews
    • • Annual benefits planning
    • • Broker renewal conversations
    • • Program utilization
    • • Employee experience trends
    Request a sample report

    Privacy by design

    • Aggregated and de-identified reporting
    • Minimum cohort-size thresholds
    • Suppression of small-number reporting
    • Role-based dashboard access
    • Audit logging
    • Clear data definitions
    • No individual employee health profiles
    • No employer access to private patient entries
    • No use of health information for employment decisions
    • Clear separation between patient information and employer reporting
    • Transparent methodology for calculated metrics

    HEARD does not claim HIPAA, SOC 2, or HITRUST certification on this page. Safeguards described above are product and process controls. Any certification status will be published only once it is verified and current.