Optavise Acknowledged as a Key HR Software Provider by APPS RUN THE WORLD in the HCM Top 500 Market Report

11299 Illinois Street, Suite 200

Carmel, IN, 46032, United States

1 866 253-2273

https://www.optavise.com/

387 Optavise

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

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 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 Cloud and HCM Applications

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

Optavise HCM and Cloud HCM Applications Revenues, $M:

Type/Year20232024YoY Growth, %
Total Revenues, $M Subscribe Subscribe Subscribe
HCM Applications Revenues, $M Subscribe Subscribe Subscribe

* HCM Applications Revenues = License + Support & Maintenance + SaaS ( Hardware and Prof. Services are Excluded )
** All revenue figures are estimates based on public records, Cloud and Non-Cloud business models in Apps Run The World's vendor database, and annual survey results including vendor feedback.

Optavise Revenue Breakdown by Type:

TypeLicenseServicesHardwareS&MSaaSPaaSIaaSOtherTotal
% of Total Revenues Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe 100%
Revenues, $M Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe Subscribe

Optavise Total and HCM Applications Revenues by Region:

Region% of Total Revenues2024 Total Revenues, $M2024 HCM Applications Revenues, $M
Americas Subscribe Subscribe Subscribe
EMEA Subscribe Subscribe Subscribe
APAC Subscribe Subscribe Subscribe
Total Subscribe Subscribe Subscribe

Optavise Direct vs Indirect sales

TypeDirect SalesIndirect SalesTotal
Type % Subscribe Subscribe Subscribe
Revenues, $M Subscribe Subscribe Subscribe

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

List of Verified Optavise Customers


No. of Optavise Customers: 20000

No. of Optavise HCM Applications Customers: 20000

No. of Optavise Cloud HCM Customers: x

No. of Optavise Cloud HCM 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:

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