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The Intelligence Layer That Turns Workforce Spend Into Proven ROI

Retain shows what employees need, what you already offer, and where programs can deliver the strongest return. It gives leaders the real time data to improve utilization, contain rising costs, reduce medical claims and absenteeism, and make every workforce investment work harder.

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Companies invest heavily in benefits and wellbeing programs, yet much of that spend goes underutilized because employees cannot find what they need and leaders cannot see what is working.

Resources sit across different systems, departments, and PDFs, creating confusion for employees and making it difficult for leaders to see the full picture.

Without real time employee signals, investments drift away from demand, costs rise, and leaders lack the data to defend strategy or redirect budget.

In-platform view of Inclusively's Retain solution with multiple graphs, charts and Success Enabler data displayed.

Success Enablers

A Success Enabler is any technology, benefit, service, policy, or accommodation that directly enhances an employee’s ability to access, perform, or thrive at work, across physical, mental, financial, and social dimensions.

It connects individual enablement (employee outcomes) with
organizational outcomes (retention, performance, belonging, safety, and adaptability).

How retain logo works for Employers

Retain integrates with the systems your workforce already uses and gives leaders a dynamic, data driven view of need, utilization, and ROI.

Real Time Signals and ROI Insights

Retain captures live employee searches across Teams, ServiceNow, Workday, and more. It reveals real time demand, emerging needs, program performance, and underutilized spend, giving leaders evidence to contain costs and improve utilization.

Intelligent Assistance

Retain uses AI to automatically map and maintain every benefit, tool, policy, and service. It keeps your support ecosystem accurate and up to date, removing manual upkeep for HR, IT, and vendor teams.

Unified Workforce Framework

Retain’s Success Enabler framework brings your real time signals and AI driven mappings together in one clear structure. Leaders see what they offer, how it aligns to employee needs, and where to adjust investments for stronger ROI.

Leaders get evidence to support investment decisions, redirect dollars, and contain avoidable costs.

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In-platform view of Inclusively's Retain solution with multiple graphs, charts and Success Enabler data displayed.
Our Chatbot: In-platform view of Inclusively's Retain solution with Success Enabler chatbot.

How retain logo works for Employees

Employees can ask for help in natural language right inside the systems they already use (such as Teams, ServiceNow, Sharepoint). Retain interprets their need and directs them instantly to the best Success Enablers.

They no longer have to know program names or navigate multiple portals.This drives utilization, reduces escalation, shortens time to support, and improves productivity across the workforce.

When Investments Align With Employee Needs, Costs Fall and Value Rises

Our Chatbot: In-platform view of Inclusively's Retain solution with Success Enabler chatbot.
Image showing a bar graph trending upward

Improve ROI of Underutilized Programs

Retain highlights which programs are overlooked and gives leaders the insight to improve engagement, consolidate duplicative offerings, or redirect spend.

Image showing a bar graph trending upward

Contain Rising Healthcare and Benefit Costs

Employee signal data reveals underlying drivers of medical claims, absenteeism, and burnout. Leaders can address root causes, strengthen support, and avoid avoidable claims.

Prove the Value of Workforce Investments

Retain quantifies demand, utilization, and program impact, giving benefits and HR leaders clear evidence to justify investments and secure budget.

Increase Productivity and Retention

When employees can quickly find support, issues resolve faster, interruptions drop, and employees stay longer.

Save Time and Reduce Operational Burden

Retain automates up to eighty percent of repetitive HR and accommodations work by making support more self serve.

People are now realizing that you can't just muscle things back to how they were before the pandemic. We have a new generation entering the workforce that was diagnosed earlier than any generation that preceded them with learning disabilities and mental health conditions. This generation has requested personalized education plans that accommodated their needs and are placing the same demands on their employers as they start their careers.
Sarah Bernard, co-founder and COO of Inclusively
☆☆☆☆☆
People are now realizing that you can't just muscle things back to how they were before the pandemic. We have a new generation entering the workforce that was diagnosed earlier than any generation that preceded them with learning disabilities and mental health conditions. This generation has requested personalized education plans that accommodated their needs and are placing the same demands on their employers as they start their careers.
Sarah Bernard, co-founder and COO of Inclusively - Premium Guide
Sarah Bernard, co-founder and COO of Inclusively
Sarah Bernard, co-founder and COO of Inclusively
You can have your cake and eat it too. You can create flexibility that actually leads to increased productivity and retention. It's not an either/or situation. You’re not opening the floodgates or a can of worms that you can’t control. Instead, you can put guardrails around this process, rather than letting it become chaotic and unmanageable.
Christina Mallon, Head of Inclusive Design at Microsoft
☆☆☆☆☆
You can have your cake and eat it too. You can create flexibility that actually leads to increased productivity and retention. It's not an either/or situation. You’re not opening the floodgates or a can of worms that you can’t control. Instead, you can put guardrails around this process, rather than letting it become chaotic and unmanageable.
Christina Mallon, Head of Inclusive Design at Microsoft - Premium Guide
Christina Mallon, Head of Inclusive Design at Microsoft
Christina Mallon, Head of Inclusive Design at Microsoft
We need flexibility for women in the middle layers of a company. These are the people who have the institutional knowledge of how things work; they've been here for a significant amount of time. They are in the prime of their careers but also starting families. We don’t want to lose them. If they had more flexibility, retaining them would be much easier. We’ve done a good job in building programs for this, but many other organizations are still struggling.
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan
☆☆☆☆☆
We need flexibility for women in the middle layers of a company. These are the people who have the institutional knowledge of how things work; they've been here for a significant amount of time. They are in the prime of their careers but also starting families. We don’t want to lose them. If they had more flexibility, retaining them would be much easier. We’ve done a good job in building programs for this, but many other organizations are still struggling.
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan - Premium Guide
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan
Judy Miller, Chief of Staff for Jamie Dimon at JP Morgan
People have been able to personalize almost every aspect of their lives. Everything is tailored, everything has an algorithm. The pandemic really provided the first opportunity to personalize work for a lot of people. Now, people want to tailor how they work. As long as it makes them productive and makes them more likely to stay — and doesn’t create an extra layer of administrative tasks for their managers — it’s a win.
Jon Singel, VP, Talent Acquisition at Lyft
☆☆☆☆☆
People have been able to personalize almost every aspect of their lives. Everything is tailored, everything has an algorithm. The pandemic really provided the first opportunity to personalize work for a lot of people. Now, people want to tailor how they work. As long as it makes them productive and makes them more likely to stay — and doesn’t create an extra layer of administrative tasks for their managers — it’s a win.
Jon Singel, VP, Talent Acquisition at Lyft - Premium Guide
Jon Singel, VP, Talent Acquisition at Lyft
Jon Singel, VP, Talent Acquisition at Lyft

Retain Gives Leaders the Data to Spend Smarter and Prove ROI

With one platform, you can see where your dollars are going, where opportunities are hiding, and where small adjustments can meaningfully reduce costs and improve outcomes.

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