Innovative Insurance Solutions: AI-Driven Healthcare Savings and Retirement Streamlining

Nationwide Mutual Insurance Co. has unveiled ClearAccess, an AI-driven platform designed to help employees uncover potential healthcare savings. Powered by BillingNav, ClearHealth Strategies, and Goodbill, ClearAccess allows users to examine symptoms, connect with local healthcare providers, and estimate service costs. This tool also offers provider search, appointment scheduling, automatic discount screenings, cost insights, and guidance on navigating health benefits. Exclusively for Nationwide's Self-Funded Program, ClearAccess supports businesses with two to 500 employees.

In the retirement plan sector, Congruent Solutions Inc. and ManifestHQ Inc. are collaborating to streamline retirement account rollovers. With Manifest's technology integrated into Congruent's Core recordkeeping platform, including the Retirement Edge solution, participants can efficiently locate old accounts, execute rollovers, and manage investment reallocations in a seamless digital environment. Anuraag Tripathi, CEO of Manifest, emphasized the partnership's goal of harmonizing financial asset management.

Expanding payroll and benefits solutions, Netchex has partnered with Payroll Integrations Inc. to broaden its 360 401(k) integrations. By connecting with over 90 recordkeepers through Payroll Integrations, this alliance aims to improve access for businesses, brokers, and advisors utilizing Netchex's payroll services.

Moreover, SEI and the Carlyle Group have strengthened their collaboration to enhance private market investment options in wealth and retirement channels. This partnership focuses on crafting strategies for the defined contribution market and creating diversified investment solutions, such as model portfolios, building on their longstanding relationship.