The concierge, end to end

One chat that carries you from question to answer — and to a person.

The BeneBounce concierge is a live-chat guide on every page. It figures out your plan, answers from your actual coverage, helps you find care and compare options, and connects you to a licensed advisor the instant you want one.

The full journey

How a conversation unfolds

Seven moves, one continuous chat. You can jump in anywhere.

Step 1

Ask a question

Type in plain language — a plan term, a symptom-to-specialist question, a prescription, a cost. No menus to decode.

Step 2

Identify your policy (“My policy”)

The concierge verifies who you are and pulls up the right coverage, so every answer is about your plan — not a generic one.

Step 3

Answer from your plan’s SBC

Deductibles, copays, coinsurance, out-of-pocket max — answered from your own Summary of Benefits and Coverage.

Step 4

Find a provider

In-network doctors, specialists, and facilities near the ZIP you name — matched to your plan.

Step 5

Check drug coverage

Formulary lookups by drug name — tier, expected cost, and covered alternatives where they exist.

Step 6

Compare plans

Side-by-side cost-sharing and premiums — priced for your situation — so the trade-offs are clear.

Step 7

Guided enrollment — then escalate to a licensed advisor

When you’re ready, the concierge walks you toward election (Members elect in Enrichly) — and any time you want a human, it hands you to a licensed advisor in one tap, carrying your full context so you never start over.

Under the hood

A live-chat concierge on every page

The concierge is a Dynamics 365 Contact Center live-chat experience, mounted bottom-right on every page of this site. AI handles the guidance; licensed advisors handle the human moments.

  • Always available — select “Chat with BeneBounce” on any page.
  • Context-carrying escalation — advisors get the conversation, not a blank slate.
  • One concierge, four communities — Members, Employers, Brokers, and General Agents.
Answers from your plan. Once you identify yourself, coverage answers come from your own plan documents — not a one-size-fits-all script.
Privacy by default. HR and partners see roll-ups with personal health information masked. Your coverage details stay between you and the concierge.
Honest hand-offs. BeneBounce guides you to elect in Enrichly and escalates to licensed advisors — it never impersonates a carrier or files on your behalf.
Good to know

Concierge questions

What can the BeneBounce concierge do?

It identifies your policy, answers questions from your own plan’s Summary of Benefits and Coverage, finds in-network providers, checks drug/formulary coverage, compares plans and cost-sharing, guides enrollment, and escalates to a licensed advisor in one tap.

Is it a chatbot or a real person?

It’s an AI-guided concierge built on Dynamics 365 Contact Center live chat. It handles guidance itself and connects you to a licensed advisor — a real person — whenever you ask or when a question requires one.

How is my information handled?

Answers about your coverage are drawn from your own plan documents after you identify yourself. HR and partners see roll-ups with personal health information masked, and BeneBounce guides you to elect in Enrichly rather than impersonating a carrier.

Where does the concierge appear?

On every page, bottom-right. Select “Chat with BeneBounce” any time to open it.