Platform

One Platform to Connect, Stabilize, and Sustain

Whole Insight combines AI-powered insights and personalized engagement to help healthcare and community organizations connect more people to the care, benefits, and services designed to support them—while creating sustainable value for the providers and communities they serve.

What the Platform Does

Whole Insight helps organizations identify opportunities, increase participation, and support ongoing engagement across healthcare, benefits, and community services.

For Families

A guided, plain-language experience that surfaces the benefits, coverage, and support someone is eligible for—then helps them act on it.

For Providers

Tools that fit into existing workflows to stabilize coverage, coordinate care pathways, and open sustainable, compounding revenue.

For Partners

A marketplace that extends the reach of community programs and connects them to the people who need them most.

How It Works

A continuous loop that gets stronger with every interaction.

Understand

Understand individual needs, barriers, and opportunities for support.

Reach

Use AI-powered insights and personalized engagement to connect people with relevant services and programs.

Activate

Help individuals move from eligibility and awareness to real-world participation.

Sustain

Support ongoing participation and engagement over time.

Enterprise Ready

One Platform, End to End

Secure, flexible infrastructure connecting data, member activation, and participation reporting in one platform.

Reach People Anywhere

Web · SMS/Text · Voice · Email

Connect With Existing Systems

Secure files · APIs · Existing infrastructure

See Participation Clearly

Outreach · Engagement · Participation · Sustained participation

Your Data

Whole InsightActivation Layer

Member Activation

Participation & Reporting

Designed to work with your existing infrastructure — not replace it.

The Experience

See the Activation Layer in Action

From first outreach to the next step, Whole Insight creates a simple experience for members while giving organizations visibility into engagement and participation.

Member Experience Web

Hi Maria — we’d like to understand what would make it easier to take the next step with your health.

What would make it easier to take the next step?

Finding care Transportation Understanding my benefits Help with costs Something else

Here are a few options that may help.

Schedule your preventive visitYour health plan may cover this at no cost.

Get DetailsText Me This

Transportation to your appointmentRide support may be available through your health plan.

See OptionsText Me This

Get help taking the next step →

Program Overview Illustrative view Last 30 days

12,480People Reached

6,215Engaged

3,940Next Steps Taken

2,710Participation

Top reported barriers

Transportation31%

Understanding benefits27%

Cost23%

Finding care19%

Text message

Hi Maria, what would make it easier to take the next step with your health? Reply 1 Finding care, 2 Transportation, 3 Understanding benefits, 4 Help with costs.

Got it. Sending a few options to help you schedule a visit.

Understand what gets in the way.

Help people take the next step.

See participation clearly.

Built for Healthcare

Security & Privacy by Design

Whole Insight was built for healthcare from day one, with security, privacy, and data protection embedded throughout the platform.

HIPAA-Ready Architecture

Designed to support HIPAA-regulated environments and BAA-backed deployments.

Protected Data & Access

Encryption, access controls, and client-level data isolation help protect sensitive information.

Enterprise Security Controls

Auditability, secure communications, and application protections support healthcare security review.

Built for healthcare security review.

Ready to Take the Next Step?

Schedule a conversation to learn how Whole Insight helps organizations connect more people to healthcare, benefits, and community support services.