Introducing Retain

Video Transcript

[Visual Description] The video opens with a white background featuring abstract green and purple wave graphics. Text appears reading “Introducing retain by inclusively.”

Transcript: You already know this. You are spending millions on benefits. You’ve expanded mental health, added caregiving, layered on financial wellness, invested in point solutions. And yet utilization barely moves.

[Visual Description] The screen transitions to a dark blue background with white text that appears sequentially, matching the voiceover: “You are spending millions on benefits.” followed by “And yet utilization barely moves.” Next, the text reads, “The real problem isn’t lack of investment. It’s execution.”

Transcript: Employees are overwhelmed, brokers are guessing, your renewal conversations get harder every year. The real problem is not lack of investment. It is execution. Employees cannot find the support you’re already paying for, and the signals you need to make smarter decisions never surface in time.

[Visual Description] The screen turns green, displaying the logo “retain Navigator.” It then cuts to a software dashboard titled “Employee Signals.” The dashboard displays various metrics, including “Top Employee Needs” (highlighting Mental Health, Financial Support, and Physical Health) and a pie chart showing “Specific Search Trends.”

Transcript: Retain Navigator was built to close that gap. Let me start with what this is not. This is not another platform your employees have to log into. It is not a replacement system. It is not a heavy rollout.

[Visual Description] The background returns to dark blue with white text: “Retain integrates directly into wherever your employees are already searching today:”. Below this, logos for Microsoft Teams, ServiceNow, and Microsoft SharePoint appear alongside text reading “Any benefits app”.

Transcript: Retain integrates directly into wherever your employees are already searching today. Things like Teams, ServiceNow, your intranet, HR portals, or a benefits app. That means it embeds seamlessly and quickly without asking employees to change behavior. The experience adapts to where they already are, not the other way around.

[Visual Description] The text on screen changes to: “The experience adapts to where they already are.” Then, a clean, white software interface appears. A search bar at the top asks, “What barrier is impacting your work or well-being today?” Below are suggested prompts like “I’m going through a divorce.”

Transcript: What makes this fundamentally different is how our patented search works. Employees don’t need to know what they’re looking for, point solution names, or where to go find it. They can type in anything health-related or even just a life circumstance.

[Visual Description] The cursor clicks the prompt “I am going through a divorce.” A loading screen briefly says “Finding your resources,” before displaying tiles for “Employee Assistance Programs (EAP)”, “Relationship Counseling”, “Financial Support & Planning”, and “Crisis Support Resources”. The cursor clicks on “Employee Assistance Programs (EAP)”, opening a detailed page outlining benefits, company provisions, and step-by-step instructions to get started.

Transcript: For example, something like “I’m going through a divorce”. Retain automatically detects the underlying need, interprets the intent, and surfaces the relevant support in clear human language. Each result explains what’s available, who it helps, why it matters, and how they go access it.

[Visual Description] A dark blue screen with white text appears: “This removes friction between need and action.” The video then shows three quick side-by-side examples of the same user experience embedded within different platforms: first a standard web portal, then seamlessly inside the Microsoft Teams interface, and finally within a ServiceNow portal.

Transcript: This removes friction between need and action. Three things make this experience unique. First, employees don’t have to translate their problem into a benefit name; they simply describe what they’re dealing with. Second, no matter where they start—Teams, an intranet, or a benefits app—they receive the same consistent, eligibility-aware answer every time. And third, every interaction generates intelligence for you.

[Visual Description] The screen returns to the “Employee Signals” dashboard, highlighting a section called “Live Employee Intelligence” which shows trending search terms like “Burnout Help” and “EAP Counseling.”

Transcript: Navigator routes employees directly to the right resources inside your ecosystem, increasing utilization of what you already offer while turning that activity into a real-time, strategic signal.

[Visual Description] The screen transitions to an animated diagram titled “The Core Framework”. A central circle reads “Success Enabler Framework”. Nodes emerge from the center representing “Data Inputs”: Geography, Industry, Employee populations, Vendors, and Policies. A new layer appears labeled “AI-Powered Mapping”, showing AI agents connecting the inputs to the core. Finally, an outer ring forms titled “Unified Experience”, pointing out to Microsoft Teams, ServiceNow, Intranet, Benefits apps, and Other tools.

Transcript: So how does this actually work? At the core of Retain is a very simple model. The hub is our proprietary Success Enabler Framework—the complete catalog of support a company can offer. The spokes—those are the different types of data that plug into that framework. Things like geography, industry, employee populations, vendors, and policies. Behind the scenes, we built AI agents that go out, find that information, and map it back to the right Success Enabler. The outer layer is the front-end experience, which is why the same intelligence can power multiple front doors for employees. This architecture is what allows Retain to scale across different interfaces and ecosystems, and to be fully white-labeled without building the experience each time.

[Visual Description] A new software interface is shown titled “Connected Systems.” It displays toggle switches for integrating with Microsoft Teams, Slack, ServiceNow, and SharePoint. A modal window pops up titled “Connect Workday,” where API credentials are input. The connection is successful, and a progress bar shows the system automatically mapping resources.

Transcript: When you get started, onboarding is intentionally simple and straightforward. Systems are connected using read-only credentials. No data migration, no system replacement, no heavy integration work. Once connected, your existing programs are automatically mapped into the framework, and what you already have flows directly to employees in a smarter, more intuitive way.

[Visual Description] The dashboard view returns, this time showing a section called “Benefits Alignment to Employee Needs.” It displays a matrix comparing demand vs. coverage for various categories (e.g., Financial Coaching shows high demand but low coverage, indicating a gap). A dark blue screen with white text interrupts: “This gives you leading indicators instead of lagging reports.”

Transcript: This is where the system becomes especially powerful. Every search, every interaction, every surfaced resource feeds into a live intelligence layer. In real-time, you can see what employees are actually searching for, how well your current benefits align to real demand, which needs are accelerating, and where gaps are forming. These signals often appear six to twelve months before they show up in claims data, when they are far more expensive to address. This gives you leading indicators instead of lagging reports.

[Visual Description] The dashboard shifts to a “Success Enabler Engagement” view, displaying a table of resources alongside metrics for “Search Return”, “View Rate”, and “Click-through” percentages. A dark blue screen with white text appears: “That distinction matters when you are deciding what to renew, what to cut, and where to reinvest.”

Transcript: Retain Navigator also shows how resources are performing. You can see which Success Enablers are being returned in search, which ones employees are clicking into, and which ones they follow through on. This answers a critical question you struggle with today: is something underused because it isn’t needed, or because it isn’t being found? That distinction matters when you’re deciding what to renew, what to cut, and where to reinvest.

[Visual Description] A dark blue screen appears. Green checkmarks pop up next to four statements: “You are activating what you already pay for.”, “You are increasing utilization of existing investments.”, “You are getting leading indicators on workforce pressure.”, and “You are shifting from reactive to proactive.”

Transcript: When you turn on Navigator, you are not buying another vendor. You are activating what you already pay for. You are increasing utilization of existing investments. You are getting leading indicators on workforce pressure. You are shifting from reactive to proactive.

[Visual Description] Text transitions on screen: “What new solutions should we add?” changes to “How do we make what we already have actually work?” Green checkmarks appear next to: “That is a stronger renewal conversation.”, “That is a smarter cost strategy.”, and “That is workforce intelligence in action.”

Transcript: The conversation shifts from “what new solutions should we add?” to “how do we make what we already have actually work?” That’s a stronger renewal conversation. It’s a smarter cost strategy. That is workforce intelligence in action.

[Visual Description] The screen returns to the employee intelligence dashboard. An AI chat window labeled “Retain AI” slides in from the right. The user types a question: “What are the best ways to lower costs while we grow headcount?”. The AI responds with a customized, actionable recommendation based on the current employee data gaps.

Transcript: And here is where it goes even further. Because Navigator captures anonymized real-time employee signal, you now have a defensible, data-backed view of actual workforce demand. But insight alone is not enough. You can then activate it. Using our AI assistant, you can translate all of that intelligence into strategy. You might ask something like, “what’s the best way to lower costs while we grow headcount?” The assistant blends your real-demand data, your current investments, and market benchmarks and delivers a clear, prioritized set of recommendations. It can also model scenarios so you can see the impact before you act. You are no longer guessing. You are aligning spend to real demand.

[Visual Description] The screen transitions to dark blue with text: “The benefits leaders who win over the next five years will not simply add new solutions.” Green checkmarks appear next to: “They will activate them.”, “Measure them.”, and “And strategically align investment to workforce reality.” The final text line reads: “Retain Navigator is the execution layer that makes that possible.” The video ends on the “retain by inclusively” logo.

Transcript: The benefits leaders who win over the next five years will not simply add new solutions. They will activate the ones they have, measure them, and strategically align investment to workforce reality. Retain Navigator is the execution layer that makes that possible.