Inclusively

You walk into the first meeting. You've already read their workforce. You know which employee segments are being underserved by the programs already in place. You know where the benefits investments aren't reaching the people who need them most. You know the conversation you need to have before they say a word. That's what Retain Advisor does. Benefits consultants use it to walk into prospects already knowing the story. Built from public filings, career sites, and 120+ success enablers, in minutes, not weeks. The insight was always there. It just took too long to find.

Before every big meeting, most brokers follow the same playbook. Review the 5500. Scan the company website. Dig through LinkedIn. Ask around the office. Piece together the story. The problem isn't the effort. It's that the information is fragmented, outdated, and takes too long to pull together. The brokers making the fastest shift to a more consultative approach aren't spending more time preparing. They're walking into every meeting with better insights.

The brokers getting meetings today aren't leading with availability. They're leading with insight. Before the first conversation, they already understand the employer's workforce, benefits strategy, what's underutilized, and where the biggest gaps are. That isn't a relationship advantage. It's a preparation advantage. And the more prospects you can prepare for this way, the bigger the advantage becomes. What's your current prospecting wedge?

Two consultants walk into the same RFP. One spends weeks pulling together data before the first meeting. The other already understands the employer's workforce, existing benefits, and where the biggest gaps are. The difference isn't experience. It's preparation. Retain Advisor analyzes publicly available workforce data and organizes it into actionable insights in minutes. So instead of spending the first meeting gathering information, you spend it talking strategy. Learn more about Retain Advisor: https://lnkd.in/eurvyA8G

Benefits leaders spend. Employees aren't finding it. Most organizations can tell you what they offer. Far fewer can tell you whether employees can actually find and use it. Not because the programs aren't there. Because investment and experience aren't connected. The ROI conversation gets harder every year that gap stays open. Closing it starts with understanding what employees are actually looking for in the moments they need support. Not what last year's survey said they wanted. Are you measuring the gap, or just hoping it's smaller than it looks? Learn more about Retain Navigator: https://lnkd.in/eurvyA8G ----------------------------- Video description: A graphic on a dark blue background with a subtle grid pattern. In the top right, the white logo for "retain by inclusively" is displayed. The center features two stacked, rounded pink bars containing white text and icons: the top bar shows a dollar sign symbol next to the text "Benefits leaders spend," while the bottom bar shows a magnifying glass symbol next to "Employees aren't finding it." Below these bars, larger white text reads, "Are you measuring the _____ gap?" In the bottom left corner, a small multi-colored square logo appears alongside the call-to-action text, "Request a Demo | https://lnkd.in/eurvyA8G".

Retain by Inclusively is featured by Microsoft as a partner driving workforce accessibility and employee experience innovation. Retain helps employees find the benefits, accommodations, and support programs they need. Right inside Teams, SharePoint, and Microsoft 365. No new systems. No heavy integrations. For HR and people leaders, it also surfaces real-time insights into what employees are actually searching for. So you can invest in what your workforce actually needs. Thank you to Angela Lean at Microsoft for the feature! Read the full Microsoft Partner Blog post: https://lnkd.in/gSfnEQ7i #EmployeeExperience #BenefitsDiscoverability #MicrosoftPartner #Accessibility #HRTech #RetainByInclusively

The CFO wants proof. Not a survey. Not anecdotes. Real numbers. UnitedHealthcare's 2026 Health Trends Report highlights the growing pressure benefits leaders face to demonstrate ROI. Retain tracks demand, utilization trends, gaps in coverage, and alignment between workforce needs and what you've invested. You go into the next budget conversation with data — not instinct. Where are you currently getting utilization data on your benefits programs? Learn more about Retain: https://lnkd.in/eurvyA8G #BenefitsROI #HRAnalytics #PeopleStrategy ----------------------------- Video description: A graphic with a dark blue and teal gradient background featuring subtle, flowing wave patterns. In the top right corner, the white text reads "retain by inclusively". Centrally aligned in large, bold white text is the main message: "ROI isn't a feeling. It's a number. Retain gives you the answers." Next to the first sentence is a small white circle containing a question mark icon. In the bottom left corner, a small, colorful square logo sits next to the text: "Request a Demo" and the URL "https://lnkd.in/eurvyA8G".

By the time the claims report lands on your desk, you're already three months behind. UnitedHealthcare's 2026 Health Trends Report highlights growing cost pressures and complexity for employers. Waiting for lagging indicators isn't a strategy. Retain captures real-time workforce demand — what employees are searching for, where they're hitting dead ends, where the gaps are. You see the problem before it becomes a claim, a turnover event, or a morale issue. Act early. Invest smarter. What's your current process for identifying benefits gaps before they escalate? Learn more about Retain: https://lnkd.in/eurvyA8G #WorkforceInsights #BenefitsData #HRStrategy ----------------------------- Video description: Graphic that features a deep purple background with subtle, shifting vertical light streaks. Centered on the screen, white text states, "Claims data tells you what already happened. Retain tells you what’s happening now," accompanied by a small, white dotted loading circle icon spinning next to the word "Claims." The "retain by inclusively" logo appears in the top right, while the bottom left corner includes a teal square icon, the text "Request a Demo," and the URL "https://lnkd.in/eurvyA8G."

Most benefits leaders know their programs are good. They just can't prove it. Not because the programs are failing. Because employees never found them. "We have a lot of great stuff — but people aren't always aware of that." That's not a communication problem. That's a discoverability problem. The signal you need isn't in last year's survey. It's in what employees are searching for right now — in the moment they need help. Retain captures that signal — inside ServiceNow, Teams, Slack, or wherever your employees already are. No new portal. No communications lift. No implementation project. You find out what's being searched, what's being missed, and where the gaps are. Now the story you've always wanted to tell has evidence behind it. Learn more about Retain: https://lnkd.in/eurvyA8G