What happens after I complete the Upwise survey?

You've finished the Upwise survey. Here's what comes next.

After completing the survey, Upwise displays your personalized benefit recommendations across all the benefit types your employer offers, including medical, dental, vision, life insurance, and more. Take your time reviewing them. You can click on any plan to see coverage details, use Compare to see plans side by side, or use Modify/Waive to swap a plan or remove a benefit you don't need. You can also download a PDF summary to reference when you're ready to enroll.

When you're ready, click the Proceed to Enrollment button in the bottom right-hand corner of the last page of your recommendation. It will take you to your company's enrollment platform. That's where you'll officially enroll in your selected plans. Keep in mind that your Upwise recommendations stay available throughout your Open Enrollment window, so you can always come back to review them before your deadline.

Questions? Email support@upwise.com or use the chat icon in the bottom-right corner of your screen. We're available Monday through Friday, 9:00 am to 5:00 pm ET.

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