Improve employer engagement and upsell opportunities with targeted dynamic email communications.
Develop and launch targeted messages to select groups of employers. Leveraging our seamless integrations with major platforms, send emails based on behavior or criteria directly from TPAStream. Drive retention, engagement, and user behavior using data across WEX, Alegeus, and other leading integrated systems. Use our pre-made templates or create your own.
Use case examples
- Improve time to collections with a billing contact email series
- Programmatic customer success campaigns improve engagement resulting in retention and upsells
- Automated COBRA rate gathering to improve efficiency and reduce manual intervention
- Legislative updates and related content
- Deliver timeline participant/member notifications to distribute
- Any ad hoc communication
Multiple integration points for smarter segmentation
We integrate with WEX Health and Alegeus for both CDH and COBRA, with multiple enrollment platforms, and leading accounting software so you can build the segments you need. Segments dynamically update so your clients never miss an update.
Friendly email editor
Unlike other solutions on the market, we offer an email builder interface that is super easy to use. Preview your beautiful HTML emails as you build. Additionally, we offer a suite of pre-built templates to help you launch quickly. Let us be an extension of your communications strategy.
How It Works
01
Create
Design personalized emails or use our library of existing premade templates
02
Segment
Define a dynamic segment based on your data to determine who should receive the email. Segments update in real time so no one is ever missed.
03
Track and Save
View email sends and tracking information right from the app. Save emails for future use.
04
Broadcast
Save emails as broadcasts for future use, saving you time.
Key Communications Benefits
Reduce time to collect
Improve customer engagement
Offer more value
Get Started
Complete the lead form to learn more about Communications.