HOW IT WORKS

The comprehensive solution brokers were waiting for

END-TO-END SOLUTION

A personalized journey tailored
to each employee’s unique situation

STEP 1

Initial 90 seconds assessment

Employees build a financial profile with our 90-second assessment. Powered by extensive research and analysis, this survey offers personalized guidance while navigating benefits and insurance that are relevant to their life.

STEP 2

Full scoring across six key domains

Our thorough assessment covers six key financial areas: Debt, Savings, Future Goals, Spending Habits, Protection, and Estate Planning. Each domain has been carefully studied to offer a complete perspective on financial well-being.

STEP 3

Personalized tips, relevant articles, and guided support

With curated resources and tailored tips delivered at the right time, our advanced AI engine offers customized guidance as they navigate insurance benefits and options.

STEP 4

Tailored insurance and savings offerings

When it comes to insurance and savings, one size does not fit all. Our customizable options provide coverage and savings plans that align with each employee’s individual journey.

STEP 5

Quarterly checkup assessment

Personalized check-ins offer your employees timely insights and support their financial peace and security, while keeping employers and brokers up to date on their needs.

THUMBSCORE ENGINE

Behavior science
meets cutting-edge AI.

Our unique blend of technology and human insight is what sets us apart. Through the fusion of behavioral economics, AI, and data science, our tech addresses obstacles to each employee’s financial wellness.

A detailed view on your
workforce situation

DASHBOARD

Unlock valuable insights with our dashboard. Identify employee needs, benefit trends, and retirement readiness, optimizing resources for your changing workforce to improve retention and engagement.

Aggregate Financial Insights

Discover financial trends among your workforce, facilitating targeted interventions to address specific needs and concerns as they arise.

Benefit Assessment

Identify the most valued benefits and most concerning financial gaps to align offerings with employee needs when they need it.

Retirement Readiness

Understand employee preparedness for retirement, enabling benefit packages and education campaigns personalized to their wants.

Trending Content Analysis

Track engaging topics to ensure educational initiatives stay current to lower employee’s financial stress and reduce your company’s turnover rate.

SECURITY

Data stays safe,
encrypted, and private

We process assessments using minimal data, stored with a SOC 2 Type 2 provider.

We transmit and store data using industry standard end-to-end encryption.

We are compliant with world class security, privacy policies, and procedures.

FAQ

  • Thumbscore is an unique financial health measure, the first step towards a less stressful and better financial future for your employees. With personalized 'Pro Tips' and decision support tools, your employees can spend just a few minutes each month achieving financial balance, clarity, and well-being during enrollment.

  • Employees can access Thumbscore by logging into the benefits platform and selecting 'Financial Wellness' from the Main Menu. They can additionally engage with Thumbscore through education emails.

    The Thumbscore experience begins with six financial domains: spending, debt, saving, protection, future, and estate. Within each domain, users can explore steps, articles, podcasts, videos, and mini quizzes.

  • Employees can visit their private Thumbscore site accessible through their benefits platform. Once it's active, employees will receive a welcome email with instructions on how to access it. They can also find guidance in their financial education emails.

  • Rest assured, employee data is kept safe, secure, and private within your platform. After completing the Thumbscore assessment, information remains protected with a SOC 2 Type 2 provider, and it's transmitted and stored using end-to-end encryption.

  • Thumbscore provides personalized insights at every step of the benefit enrollment experience. After completing the assessment, 'Pro Tips' will be tailored to your employees financial situation.

  • The Thumbscore journey covers six financial domains: spending, debt, saving, protection, future, and estate. Each one of them can be explored for personalized steps, articles, podcasts, videos, and mini quizzes.

  • Thumbscore measures financial health. It informs and helps employees make the best of their financial journey.

    They elevate their Thumbscore each time they read or listen to an article, complete an action, or engage in various activities. Every quarter, employees will have the opportunity to complete a Checkup Assessment that calculates progress, updates their Thumbscore, and refreshes their financial health journey.

  • Our focus is on understanding financial behaviors. We're more than just a financial wellness product or a sales-oriented platform. Every step employees take reveals our unique approach: enhance everyone's financial well-being.

  • No! Information is only used to create the best financial health journey for employees.

Goodbye financial stress. Hello productivity and engagement.