Envestnet partners with Healthpilot to optimize health insurance coverage


CHICAGO, October 5, 2021 / PRNewswire / – Envestnet, Inc. announces an exclusive partnership with Healthpilot, a transformational digital engagement platform that streamlines the process of selecting and enrolling in Medicare. By working together, Envestnet and Healthpilot equip financial advisors with a powerful new ability to enable their retired and near-retirement clients to optimize their health insurance coverage each year, adding a new service for a key demographic for their clients. practice.

Health pilot (https://www.healthpilot.com) will be available at no cost to advisors and their clients through integrations with Envestnet and Envestnet | MoneyGuide platforms. Healthpilot uses proprietary decision support algorithms to determine the right health insurance plan for each user. To learn more about harnessing the full power of this connection, advisors can register for a webinar titled “Making Healthcare Part of a Comprehensive Financial Plan”, which will be held October 6, 2021 To 4 p.m. ET: https://register.gotowebinar.com/register/1149804806977871886

“Ahead of this year’s annual Medicare enrollment period, we are connecting the worlds of health and wealth, creating a high-value digital destination where customers can easily understand and maximize their health insurance coverage throughout. of their retirement “, declared Bill crager, co-founder and CEO of Investnet. “We are fully invested in helping people lead smart financial lives. Our partnership with Healthpilot is the latest enhancement to our financial wellness ecosystem, turning advisors into heroes who can help clients control the costs of healthcare coverage throughout retirement. ”

Investnet’s integration with Healthpilot not only simplifies the selection, enrollment and management of health insurance plans for clients, but also merges health insurance coverage and health expense estimates – one area key for close or retired customers – in the holistic and hyper-personalized digital experience. enabled by Envestnet:

  • Customers can enroll directly online for the Medicare Advantage, Medicare Supplement, and Medicare Prescription Drug coverage option in under 15 minutes.
  • Based on the client’s insurance plan selection, expenses and estimated savings are automatically forwarded to the advisor for incorporation into their financial plan.
  • Customers can receive real-time access to Medicare plan / benefit highlights, physician / drug updates, and other plan information.
  • Healthpilot will regularly monitor changes in customer health needs and changes to health plans by insurers and communicate such updates to customers.
  • Customers can log into Healthpilot anytime, from any location and on any device, to review their plan selections and benefits.

Healthpilot also provides an extensive library of Medicare and healthcare resources for counselors, and offers counselors tips on how to effectively engage with clients approaching the age of 65 about enrollment and retirement. Medicare insurance plan selection.

“Medicare is one of the most important financial decisions a retiree makes, and the process for every consumer to choose the best coverage is complex, confusing and frustrating,” said David Francois, CEO and co-founder of Healthpilot. “Financial advisers and their clients aren’t Medicare experts, and they don’t have to be. Healthpilot’s digital engagement platform and proprietary decision support technology make it easy to find and enroll in the right health insurance plan for every senior and eligible for health insurance. enables financial advisors to help their clients with a critical need they were not able to meet previously.With Healthpilot, clients can have more confidence and peace of mind knowing their financial plan is protected against unforeseen health expenses, now and for the rest of their lives. Healthpilot makes health insurance easier for financial advisors and their senior clients, which is one of their fastest growing client groups. “

About Investnet

Envestnet refers to the family of operating subsidiaries of the public holding company, Envestnet, Inc. (NYSE: ENV). Envestnet is transforming the way financial and wellness advice is delivered. Our mission is to empower financial advisers and service providers with innovative technologies, solutions and information to make financial wellness a reality for all. Nearly 108,000 advisors and more than 6,000 companies, including 17 of the 20 largest U.S. banks, 46 of the 50 largest wealth management and brokerage firms, more than 500 of the largest RIAs and hundreds of FinTech companies, Leverage Envestnet technology and services that help drive better outcomes for businesses, advisors and their clients.

For more information, please visit www.envestnet.com, subscribe to our Blog, and follow us on Twitter (@ENVintel) and LinkedIn.

For more information on Envestnet | MoneyGuide, please visit www.moneyguidepro.com and follow us on Twitter at @ENVMoneyGuide.

Envestnet, Inc., has a financial interest in Healthpilot.

About Healthpilot

Healthpilot is a digital consumer engagement platform dedicated to making healthcare easy, efficient and effective for every consumer. Through its proprietary and proprietary technology platform, Healthpilot provides a personalized, easy-to-use purchasing, comparison and enrollment experience for health insurance that empowers every consumer to have the confidence to Enroll in the right health insurance plan for their specific health and economic needs each year. To learn more about Healthpilot, including links to follow the company on social media, visit www.healthpilot.com.

Media contact:

Dana taormina
JConnelly for Envestnet
[email protected]

SOURCE Envestnet, Inc.

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