Case Study

How a Fortune 500 Company Successfully Shifted Employee Towards High-Deductible Health Plans

The Results

The impact was immediate and measurable:

The bottom line? This wasn't just about better enrollment numbers or cost savings. This company proved that when you give employees the right information in the right way, they empower better decisions for everyone.

82.4%
Engagement

More than four out of five employees activated Reclaim during open enrollment (vs. typical benefits engagement of 15–30%).

2x
Adoption

Doubled the adoption of the new HDHP: 34.8% of activated employees enrolled in the HDHP, compared to just 18.3% who didn't activate.

+$1.2M
New HSA contributions

Meaningful tax savings for both the employer and employees through increased contributions and HDHP adoption.

+47%
Jump in voluntary benefit adoption

With personalized payout estimates, activated employees made more informed choices about additional protection.

The Challenge

Healthcare costs were climbing fast. With 7,000 eligible employees and 5,000 covered lives, this Fortune 500 energy company knew something had to change.

Analysis showed that 60.9% of employees were overinsured, paying for more coverage than they needed. The math was simple: move employees into a high-deductible health plan (HDHP) paired with HSA savings opportunities, and both the company and employees would save money.

The reality was harder. Employees hear “high deductible” and think “more risk,” even when the total costs would likely be lower. The company needed to flip that perception—quickly, during open enrollment, and through its existing benefits system.

Spotlight

"The [Reclaim] tool is great and was a very helpful illustration to our employees on how to evaluate their options and consider their personal needs. It drove much higher participation into our new plan design than we anticipated, which was great!"

Sr. Manager, Health & Wealth Benefits

The Solution

Rather than launching the HDHP with generic communications, the company partnered with Reclaim, using their claims-driven AI platform to provide personalized financial advocacy for every employee.

Reclaim's platform analyzed each employee's historical healthcare usage and modeled real-world cost scenarios across different plan options. Employees could see precisely what they'd spend—not generic examples, but their actual numbers.

To address security concerns, the company enhanced the HDHP with personalized payout estimates for voluntary benefits—including accident, critical illness, and hospital indemnity coverage—providing employees with affordable protection to offset higher deductibles.

Looking ahead

The energy company isn’t stopping here. Building on the success of open enrollment, they’re deepening their partnership with Reclaim to automate more of the healthcare experience—streamlining claims filing, coordinating payments, and returning owed benefits.

The result? A sustainable platform for ongoing cost management that benefits the employer while helping employees not only save money, but feel more confident in their coverage.

Optimize the financial value of benefits. Save your clients 3.5% of medical spend.

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