
Daybright Financial has unveiled a new suite of AI-powered tools for employee benefits education, communications, and enrollment decision support, expanding its offerings in benefits and retirement solutions. These innovations aim to personalize the benefits experience, simplify navigation, and foster year-round engagement, integrating seamlessly with HR Information Systems (HRIS) to keep data synchronized for employees and new hires.
The new capabilities center on user-friendly tools that demystify benefits, encouraging higher participation and reducing open enrollment stress. By embedding AI into HR workflows, Daybright ensures real-time data accuracy across platforms like ADP, Workday, and UKG, supporting benefits administration in diverse industries. This approach not only saves time for HR teams, brokers, and PEOs but also shifts focus from paperwork to strategic people management in employee wellness programs.
AI-Powered Benefits Guides distill intricate plan documents into concise, branded summaries, accelerating comprehension for employees. Complementing these, AI-Powered Benefits Microsites convert dense content into intuitive, branded portals accessible on any device, serving as a reliable hub for benefits exploration. AI-Integrated Personalized Communication Campaigns automate tailored emails and texts, sustaining year-round awareness and utilization of offerings.
For decision-making, AI-Powered Decision Support proactively suggests optimal health, retirement, and voluntary benefits based on personal financial profiles. AI-Powered Benefits Assistants offer interactive, multilingual support through text, calls, or emails, streamlining enrollment and maximizing program participation in benefits technology solutions.
In an initial client rollout, 96% of employees engaged with the microsite and decision support tools, yielding a 47% increase in HSA contributions, a 10% migration from high-cost health plans, and a 54% surge in voluntary insurance uptake—demonstrating AI's role in cost-effective, informed choices.
"This launch is designed to further our mission to simplify health and financial wellness, enabling better choices for all, today and tomorrow," said Meg Schneider, CEO of Daybright Financial. "By simplifying often complex and underutilized benefits with modern, user-friendly resources powered by AI, we're helping our clients focus on what matters most—their people and their business, not tedious benefits administration."
Bob Hartnett, Head of Benefits at Daybright, added, "Our new AI-powered solutions integrate in real-time with all major HR systems, including ADP®, Workday®, UKG®, and our own Daybright Benefits Administration platform options. These tools deliver personalized benefits guidance year-round while maintaining the highest standards of data security and privacy."
"In just one early client implementation, we saw remarkable engagement, 96% of employees used the microsite and decision support tools during enrollment," said Pat Simonds, Chief Revenue Officer at Daybright. "That translated into a 47% increase in HSA contributions, a 10% shift away from the highest-cost health plan, and a 54% rise in voluntary insurance participation. These results underscore the power of AI to simplify benefits and drive smarter, more cost-effective employee decisions."
Daybright's AI suite positions benefits administration as a proactive driver of employee satisfaction and organizational efficiency, upholding stringent data security to build trust in AI-driven HR technologies.
Simply put, we are one of the nation's largest independent, privately held firms specializing in employee benefits, retirement plans, and all their associated compliance needs. Since 2008, we have grown by acquiring over 60 local and national firms that have been trusted members of their communities for decades. We hold the coveted "Best Places to Work – USA" certification and serve more than 18,000 employer groups and 3.6 million plan participants nationally.