The Plum Onboarding Runway

Transform benefits administration from your biggest headache into your strategic advantage: faster resolutions, smarter decisions and healthier, happier teams.

Digital artwork of a glowing sunset horizon above cloud tops under a star-filled night sky.

Digital painting of a starry night sky above glowing clouds at sunset with purple and orange hues.

/Phase

Stacked cards with titles: Onboarding checklist, Tutorials, and What to expect during your QBR!, each accompanied by related icons representing a checklist, a video tutorial on a phone, and a hand holding symbols.

Stacked cards labeled Onboarding checklist, Tutorials with a play button on a phone, and What to expect during your QBR with colorful icons, set against a purple and orange sunset background over mountains.

Phase - 1

Before you're onboarded

Policy Analysis and Benchmarking

Turn market insights into your competitive advantage. Our advanced analytics show exactly where you stand and where you can lead in employee benefits.

Industry Benchmark scorecard

Previous policy analysis

Data-backed recommendation

Design Your Total Benefits Package

Build a benefits program that's uniquely yours. Design flexible coverage that adapts to your growth while giving your team the protection they deserve.

Complete Insurance Suite

Employee grade-wise plans

Flexible Health Wallet

Interface showing HRIS logos including Plum and BambooHR with text about seamless HRIS integrations for faster enrolments, single click enrolments, and data safety, over a painted waterside background with a duck.

Interface showing logos of HRIS systems including Plum, BambooHR, greyHR, and ZingHR, with text highlighting benefits of connecting HRIS for faster enrollments, single click enrollments, and data safety.

Phase - 2

Day One

Smooth Onboarding Experience

Master your benefits program quickly and help your team do the same. From admin training to employee enrollment, ensure everyone starts their benefits journey confidently.

Admin Onboarding Kit

Battle-tested Employee Enrolment

Optional Benefits Add-ons

HR Command Center

Streamlined People Management

Add your growing team to benefits effortlessly with precise premium calculations. Through intelligent bulk uploads that validate every entry or HRIS integration, every update syncs seamlessly across all your benefit providers.

Intelligent Bulk Upload

HRIS integration

Real-time Benefits Status

Task list titled 'Things to do' with 4 pending items: top-up CD balance, review warnings for endorsement, review employee details for enrollment, and endorsement invoice ready for download.

A to-do list with four pending tasks: top-up CD balance to cover employees, review warnings to complete the endorsement, review employee details to complete enrollment, and endorsement invoice is ready for download, displayed on a semi-transparent panel over a background with purple flowers.

Phase - 3

Through the year

Unlock Claims Insights

Monitor your team's healthcare experience in real-time. Stop wondering what's happening with your benefits program. Get real-time insights that help you make smarter decisions and prove your impact.

Live Claims Tracker

Benefits Usage Trends

Smart Report Engine

Employee Experience Score

Never Miss a Payment

End the monthly scramble for insurance payments. Our proactive system helps you maintain perfect payment records while cutting finance coordination time by 80%.

Balance Tracker

HRIS Smart Top-up Alerts

Central Invoices Hub

Health insurance sum insured status: Unacademy and Growww 80% behind; IT Services & Consulting Industry 70% ahead, with recommendation to cover at least 2% of total assets per day.

Dashboard showing 'Sum Insured' health insurance benefits with 80% behind in Unacademy and Growww +2 more, 70% ahead in IT Services & Consulting Industry; includes recommendation to cover at least 2% of total assets daily.

Phase - 4

Before you renew

Renewal Season, Without the Stress

Turn renewal time into opportunity. Use deep insights from your data to optimize coverage, control costs, and enhance protection for your growing team.

Value Assessment Tool

Battle-tested Employee Enrolment

Cost prediction engine

Step-by-step renewal toolkit with negotiation supports