Nava Benefits App

Member experience
onboarding.

Below is an overview of how we will onboard you and your employees over the course of two weeks to our new member experience tool.

Goal

To successfully onboard your employees onto the Nava Benefits App.

Impact

Reduce the time you spend answering benefits questions while helping employees better understand and use their benefits.  

Photo of a hand holding a phone showing the Nava Benefits App home screen
Introduction

What is Nava's approach to member experience?

Before we dive into the app, it's important to understand how it plays into our approach to member experience. We've designed the implementation process to get employees onboarded easily so you can start reaping the benefits quickly.

Elected plan information
Employees can easily access plan information specific to their elections. No more forgetting the name of their medical plan or their deductible amount; it’s now right on their phone.
Member ID numbers
Stop searching for your member ID card. With our Nava Benefits App, employees can access their member ID numbers while they are in a doctor’s office or trying to book an appointment.
Ongoing education
Employees can search through pre-populated articles on the most frequently asked benefits questions.
Photo of the Nava Benefits app on a phone help in a person's hand

Most importantly: getting answers

Nava has a team of Benefits Advocates ready to respond to benefits questions from your employees. Your employees can easily message our Benefits Advocates within the app and get answers within 24 hours. For employees who elect not to use the app, the team is also available via email. Employees can get help with:

  • General medical, dental, vision or ancillary benefits questions
  • Carrier enrollment issues
  • Dependent enrollment questions
  • Plan summary explanations
  • Finding in-network providers
  • Claims guidance
  • Bill or EOB clarification
  • Open enrollment plan explanations so they can make the best decision for themselves and their family
Onboarding Week 1

All about HR.

Before we dive into the app, it's important to understand how it plays into our approach to member experience. We've designed the implementation process to get employees onboarded easily so you can start reaping the benefits quickly.

Who leads the onboarding process?

Where will employees go?

What does the onboarding process look like?

What does this (really) mean for you and your employees?

For Employees
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For HR
Benefits Wallet
Insurance cards, plan resources, benefits guides, custom company perks, and more — all at your employees' fingertips.
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Leveled-up Benefits Experience
Confidence knowing your employees have on-the-go secure access to all of their employee benefits exactly when they need it.
Benefits Knowledge & Literacy
A cheat sheet that breaks down benefits terminology into jargonless language that anyone can easily understand.
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Enhanced Perception of Benefits
When employees understand their benefits, they make better benefits decisions. That means increased utilization, high satisfaction, and strategic benefits spend.
Push Notifications
Employees won't miss important updates or deadlines with instantaneous in-app push notifications.
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Benefits Communication
Add a new dimension to your multi-touch benefits communication strategy that reaches employees on the go and in their pocket.

Pre-launch checklist

We only need three documents to run this process on time. If one or more of the following items are unchecked, it risks delaying the implementation process.

Crunched for time? Much of this information can be pulled by the Nava team if we have access to your Ben Admin systems and plan materials.

  • Nava has received all data required to upload employees to the app
  • Current Benefits Guide
  • Plan summary for each line of coverage
  • Enrollment census including dependents (Nava will pull from ben admin)
    • First and last name
    • Social Security number
    • Gender
    • Date of birth
    • Date of hire
    • Plan elections
    • Email
    • Phone number*
  • HR has reviewed the onboarding landing page and understands member experience
  • HR has sent the employee-facing onboarding materials to each employee (below)
* If employee phone numbers are not available and/or provided, employees will receive download instructions via email.
Onboarding Week 2

All about employees.

Next up, we want to make sure your employees understand the value of Member Experience. We've pulled together resources that answer why should they download the app, previews what support and resources they can access, and what types of questions they can get answered.

Employee landing page

We’ve created this landing page which includes directions on how to download the app, screenshots of its core features, and frequently asked questions including an overview of the types of things they can access within the app and a list of the types of questions that can be answered.

Onboarding Week 3

Employee launch week.

The day is here! Your employees will be able to use the Nava Benefits App to see their elected plans, pull plan summaries, look up their member ID numbers, search benefits articles, and ask our Benefits Advocates questions via the chat function.

The best part? On launch day YOU will be able to direct employees to the app whenever they have complex benefits questions, need help with a carrier enrollment issue, or forgot their member ID card at the doctor’s office. That's another thing off your plate.

Launch resources

To maximize adoption and utilization, we're proposing a three-step employee communications plan that includes a launch email, in addition to either two SMS reminders or two email reminders (depending on availability of employee phone numbers). We've provided a preview of the copy in the drop-downs below. Please note that we ask that you send the kickoff email to employees.

HR launch email to employees

SMS download prompts for phone login

Email download instructions for email login