Perspective Partners is a small, mighty team of benefit evangelists, passionate do-gooders, and brilliant tech wizards. Meticulous, inspired, and flexible. We pride ourselves in offering personalized, trustworthy guidance on health, wealth, and retirement benefits.
Founded in Rochester, NY, we collaborate with brokers, third party platforms, and advisors across the country. Through cutting edge software, Perspective Partners is creating and distributing new era decision support.
The Benefits Guide: Our Decision Support, white-labeled for your eligibles.Our technology is flexible, allowing us to easily fit into any Open Enrollment workflow.
Create a Powerful Benefits Experience with Holistic Guidance
Our decision support tool includes both health and wealth components to ensure that eligibles get the best guidance possible in a scalable way.
- Health Plan Selection
- Dental & Vision Benefits
- Accident Plans
- Hospital Indemnity Policies
- Critical Illness Policies
- Disability Coverage
It gives a direct dollar amount on where to prioritize funds and in what order between:
- Health Savings Accounts
- Flexible Spending Accounts
- Retirement (401(k)/403(b))
- Dependent Care Assistant Programs
1. Mobile responsive
2. Cost estimates powered by Healthcare Bluebook
3. Available in English and Spanish
4. Clear recommendations and downloadable action