The problem
Participant outreach is one-size-fits-all, so many people miss the full match, under-save or never update their choices.
What changes
- Personal nudges on enrollment, savings and match
- Plan questions answered with plan-specific data
- Advice requests routed to licensed staff
Full specification
The complete specification for Participant Engagement & Nudge Agent is shared with your team under NDA as part of a demo or evaluation. It covers:
- Step-by-step workflow and human approval points
- Tools, systems and access levels
- Guardrails and regulatory mapping
- Handoffs to other agents and teams
- Evaluation set (L1–L5) and results
- Model risk documentation