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Implementation

A Vault for every employee.

Private Reserve gives each employee their own insurance Vault—organizing personal and employer-provided coverage in one place. Implementation is simple, and employees see value from day one.

What's Included

The complete employer platform.

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Individual Vaults

Each employee gets their own Private Reserve Vault. They add personal policies alongside employer benefits for a complete picture.

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Benefits Education

Curated education helps employees understand their options. Short explanations, decision frameworks, and common questions answered.

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Group Analytics

Aggregate data helps you understand coverage patterns across your workforce—without accessing individual details.

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Privacy First

Employees control their own data. You see aggregate insights, not individual policies. HIPAA-compliant architecture.

Implementation

How it comes together.

01

Partnership Setup

We configure your employer portal, import benefits plan details, and set up group analytics.

1-2 weeks
02

Employee Onboarding

Employees receive invitations to create their Vaults. Simple signup, guided policy entry, immediate value.

5 min per employee
03

Ongoing Education

Employees receive relevant education at key moments—open enrollment, life events, annual reviews.

Ongoing
04

Insights & Reporting

Access aggregate analytics to understand workforce coverage patterns and identify opportunities.

Real-time