Optavise Named Top-Tier Software Vendor by APPS RUN THE WORLD in the APPS TOP 500 Market Report

Optavise Strengths, Domain Expertise, and Key Differentiators

The company offers dedicated professionals who provide personalized support to employees, helping them navigate and make the most of their benefits with ease. Optavise provides support throughout the entire year, meaning employees can receive help whenever they need it, not just during specific times of the year. With Optavise Clear, the company offers digital solutions that bring all employee benefit needs into one place, making it easier to manage and use benefits. Optavise offers more than just benefits education and support; it also provides advocacy services, revenue optimization, and improved communication around health insurance and benefits. As part of CNO Financial Group, Optavise benefits from trust and a long history of experience in managing employee benefits, making it a reliable partner for many companies and their employees.

Optavise Recent Developments

On February 2025, Optavise introduced Optavise Clear, a new comprehensive solution designed to eliminate employee confusion and frustration regarding their benefits. This service provides personalized support and guidance through dedicated professionals, helping employers and employees better understand and maximize their benefits. Year-round, on-demand support for all healthcare and benefits decisions. Benefits education and enrollment assistance, including onboarding for new hires, open enrollment, and qualifying life events. Optavise Advocacy, including Medicare support services to help employees make informed healthcare decisions. Foundational communications that improve understanding of healthcare, insurance, and cost-saving programs. A unified digital experience with enhanced capabilities that connect employees with advocates and benefits educators. A single dedicated phone number where employees can receive real-time assistance from a live expert.

Optavise Mergers and Acquisitions (M&A) Activities

In 2022, Optavise was formed as a unified brand under CNO Financial Group, merging three existing business units: PMA Worksite Marketing Division, DirectPath and Web Benefits Design. With this merger, Optavise became a comprehensive provider of employee benefits solutions, offering expert guidance, flexible voluntary benefits, year-round education, and benefits administration technology.

Optavise Customers in ARTW Customer Database

Leveraging a rigorous data-centric research methodology, APPS RUN THE WORLD asks the simple question: Who’s buying Optavise applications and why? And we provide the answers – supported by decades of research – to our clients around the world. Our Customer database has over 100 data fields that detail company usage of Optavise and other enterprise apps by function, customer size, industry, location, implementation status, partner involvement, Line of Business Key Stakeholders and IT decision makers contact details. List of Verified Optavise Advocacy, Optavise Benefits Education and Enrollment, Optavise Revenue Optimization, Optavise Communication Solutions, Optavise Clear customers.

Optavise Key Enterprise and Cloud Applications

Optavise Advocacy, Optavise Benefits Education and Enrollment, Optavise Revenue Optimization, Optavise Communication Solutions, Optavise Clear

Optavise Revenues, $M:

Optavise Revenue Breakdown By Type, $M:

Optavise Enterprise Applications Revenues By Functional Markets, $M:

Optavise Enterprise Applications Revenues By Verticals, $M:

Optavise Revenues By Region, $M

Optavise Direct vs Indirect sales

Optavise Customers - Breakdown by Geo, Size, Vertical and Product

List of Verified Optavise Customers

No. of Optavise Customers: 20000

No. of Optavise Enterprise Applications Customers: 20000

No. of Optavise Cloud Customers: x

No. of Optavise Cloud Subscribers:

The company works with a wide range of organizations in the U.S., including small to medium-sized businesses, as well as large corporations. Some of the industries that utilize Optavise's solutions include: Healthcare organizations (clients that need training and support for their employees' benefits), financial services (companies offering health and retirement benefits) and manufacturing companies ( organizations focused on educating and managing employee benefits).

Optavise Market Opportunities, M&A and Geo Expansions

Optavise has ambitious plans for growth and development in the future, particularly in continuing its mission to provide personalized support for employees regarding their benefits. Optavise plans to continue developing new technologies and digital solutions, such as Optavise Clear, to provide even more integrated and user-oriented platforms for supporting employees. The company will continue to expand its service offerings, including new features and solutions that address growing client needs, such as aligning with new healthcare regulations or offering new revenue optimization services. There is expected to be an ongoing focus on personalized support, with more opportunities for employees to receive advice and assistance through various channels. Although currently focused on the U.S., Optavise may begin expanding its services to other markets to provide solutions to international clients.

Optavise Risks and Challenges

The employee benefits and HR technology market is highly competitive, with numerous players offering similar services. Optavise needs to continuously innovate and improve its offerings to maintain a competitive edge and avoid losing market share.

Optavise Ecosystem, Partners, Resellers and SI

The Optavise ecosystem is designed to work together to improve the employee benefits experience by providing a wide range of services that cover health insurance, wellness programs, and support, all integrated within a seamless platform.

Research Methodology

Data used in research reports are derived from publicly available documents, continuous surveys of applications vendors, customers, resellers, Independent Software Vendors, systems integrators and other verifiable sources.

Vendor shares and market forecast results are based on a combination of existing databases as well as demand side and supply side research conducted throughout the year with validation from vendors, customers, channel partners and documentations such as earnings releases and 10Q and 10K filings, vertical industry studies, regional and country-level statistics from public and private institutions(i.e. colleges, universities, government agencies and trade associations).

For additional information on our methodologies, here's the link: