Better health
benefits
for less money
UPPO makes it easy to give your team great healthcare. You set a budget, and your employees spend it the way that works best for them.
Mark Valdez
Software Engineer
$611
Healthcare budget
$600
Spent in December
Thousands of companies trust UPPO for benefits
Modern health budgets · Revenue teams love it
UPPO captures undecided employers with measurable outcomes, not just promises.
Launch curated ICHRA programs, stipend bundles, and debit-enabled experiences without pausing sales cycles. Every workflow—from compliance review to employee storytelling—is scripted so your team can focus on signing the next client.
Proof before commitment
12
Avg. days to launch
inclusive of payroll sync
94%
Plan adoption
employees stay past onboarding
22%
Budget efficiency
savings reallocated to growth
50 states
Compliance coverage
branch-aware automation
Conversion infrastructure
UPPO's revenue console catches every curious employer before they churn.
Build budget guardrails, simulate allowances, and trigger curated follow-ups the moment a prospect clicks view-offer. Your team gets attribution on every "maybe later" deal that finally signs.
Smart modules
Deal orchestration
Funding guardrails
4 min setupLock contribution bands and eligibility rules across every branch in minutes.
Live deal rooms
8 active rolesInvite brokers, CFOs, and HR leaders to one shared scenario board.
Renewal autopilot
31% fasterForecast renewals 9 months ahead and roll upgrades without rework.
Pipeline accelerators
Quick wins for every demo cycle
Assume every prospect needs proof fast. Schedule nurture tasks, attach compliance summaries, and show savings models with zero manual math.
Sales-ready ROI calculator with branded exports
One-click payroll + banking verification
Evergreen nurture emails for undecided prospects
Marketplace momentum
UPPO bundles medical choice with curated add-ons that close deals faster.
Configurable catalogs, regional partnerships, and smart debit controls turn a "nice-to-have" stipend into a reason to convert today.
Whole-family care
PopularFertility, pediatrics, virtual primary care
Lifestyle boosts
NewMental health, fitness, nutrition stipends
Financial serenity
Payroll-tied HSA, student loan aid, gap coverage
On-demand experts
Licensed guides, bilingual support, policy concierge
1:1 onboarding studio that maps every allowance to life moments
Dynamic cart showing employees the cash impact before checkout
Merchandising engine that rotates offers by geography and role
Guided allocation keeps prospects moving forward.
UPPO links every allowance to the onboarding story you designed. Showcase the math, highlight employee wins, and let clients sign the moment they feel momentum.
Segment
2 minDrag entire locations, roles, or employment types into tailored classes.
Simulate
LivePreview employee impact, dependent loads, and post-tax cash instantly.
Activate
AutoSend branded offers + debit cards as soon as managers approve budgets.
Conversion boosters
Tools that get buy-in mid-call
Smart caps that show employers how unused dollars recycle into savings
Webhooks that sync acceptance milestones to your CRM
Scenario snapshots you can text to a champion mid-evaluation
Unified wallet
One card powers every healthcare decision.
Employees who underspend their allowance automatically receive the UPPO debit experience—complete with branded virtual and physical cards, spending nudges, and claimless reimbursements.
Auto-route eligible expenses and flag receipts in real time
Dynamic spend controls that unlock new categories after approval
Instant push provisioning to Apple Wallet and Google Wallet
AI-native account team
UPPO Assistant keeps employers impressed long after the demo.
Think of it as a deal closer that never sleeps: instant policy explanations, receipt triage, and proactive compliance nudges so clients feel guided—not gated.
Deal intelligence
Summarize every employer conversation and push action items into your CRM.
Employee concierge
Employees drop receipts, questions, or coverage ideas in chat and get verified answers instantly.
Compliance co-pilot
Audit-ready transcripts, SOC2-friendly redaction, and branch-specific guardrails.
Integrations & onboarding
UPPO plugs into every payroll system and carrier on day one.
No custom builds or marathon audits. We bring your data, employees, brokers, and compliance teams into one workspace so you can start issuing allowances immediately.
5 minute setup
Provide company details, connect payroll + banking, and watch the onboarding status board fill up in real time.
Switching is simple
Move mid-year with confidence. We'll migrate historical data, notify carriers, and keep employees in the loop.
Works for every employee
UPPO handles every state, remote worker, and class combination through a single branch-aware model.
Precise budgeting
Auto-generate multi-class budgets, export them to Excel or share an interactive view with stakeholders.
Talent magnet
Arm recruiters with modern, flexible benefits stories that rival Fortune 500 packages.
Admin light
Replace endless spreadsheets with guided workflows, approvals, and compliance-ready audit trails.
Launch accelerators
One-click SSO for employees and agency partners
Automated carrier letter and COBRA coordination
Real-time alerts when dependents need verification
Ready to transform your healthcare benefits?
Join thousands of companies that have revolutionized their employee healthcare with UPPO.
Start your free trial today. Terms & Conditions