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  1. Upwise
  2. Choosing Your Benefits
  3. Upwise Survey

Upwise Survey

  • How is my commute affecting my recommendation?
  • Can you obtain medical visits, physicians prescriptions and conditions from my provider? Why do I have to fill them again?
  • Do you pull healthcare spending from my current provider?
  • Why does Upwise need my spouse/partner income?
  • I am having trouble connecting to my Insurance Carrier
  • Why does Upwise ask for my financial data to make health recommendations?
  • What is the Financial Snapshot in the Upwise survey? Do you need my Social Security Number?
  • I don't require medical coverage. Should I still complete the Upwise survey?
  • I don't understand some of the benefit terms related to my Upwise recommendations.
  • Do I need to fully complete the Upwise Survey to get my benefits recommendations? What happens if I skip some questions?
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