Navwise
Decision intelligence for SMB health benefits -- renewals, placement, and new business automation.
Overview
Navwise is a decision intelligence platform for small and medium-sized business (SMB) health benefits, serving PEOs, HR platforms, brokers, general agencies, and carriers. The platform delivers portfolio-level automation and funding-model insights across PEO, level-funded, ACA, and ICHRA models.
The platform combines block-level automation with funding-model scoring to help benefits organizations manage renewals, triage new business leads, and align underwriting decisions. Capabilities span three functional areas: new business automation for lead scoring and model-fit triage, renewal defense for surfacing at-risk groups and benchmarking rates, and underwriting alignment for real-time market-calibrated pricing intelligence.
Navwise was originally developed as SlainTech within Zoe Foundry, a venture studio focused on AI innovation in employee benefits, before relaunching as an independent company in October 2025. The platform had processed decisions for more than 10,000 employer groups before its independent launch, backed by a USD 5M seed round secured through Zoe Foundry in July 2024 with participation from Principal Financial Group and RGA.
Products & Services
New Business Automation
Accelerates new business growth through automated lead triage and model-fit scoring across PEO, level-funded, ACA, and ICHRA. Helps sales teams focus effort on qualified groups and improves placement efficiency.
Key Features
- High-volume lead triage automation
- Funding-model fit scoring across PEO, ACA, ICHRA, and level-funded segments
- Real-time market calibration for placement decisions
Target Users: PEOs, brokers, general agencies
Renewal Defense
Surfaces block-level retention risk and renewal strategies to help account teams protect existing business.
Key Features
- Automated rate benchmarking across funding models
- At-risk group identification and prioritization
- Data-driven renewal strategy recommendations
Target Users: Brokers, PEOs, HR platforms
Underwriting Alignment
Aligns quoting and placement with underwriting partners by providing real-time market intelligence.
Key Features
- Market-calibrated pricing intelligence
- Reduced manual back-and-forth between sales and underwriting
- Faster quoting with consistent placement data
Target Users: Carriers, underwriting teams
Platform Integration
Connects into existing HR, broker management, and carrier systems to streamline referral intake and block-level evaluations.
Key Features
- Referral intake automation
- Block-level evaluation workflows
- Handoff integration between sales, underwriting, and account teams
Target Users: PEOs, HR platforms, carriers, brokers
At a Glance
- Founded
- 2023
- Headquarters
- United States
- Employees
- 1-10
- Funding
- Seed
Category & Focus
- Category
- Underwriting & Risk
- Subcategories
- Decision Intelligence Benefits Automation Funding Model Analytics Lead Scoring
- Insurance Verticals
- Health Group Benefits
- Target Customers
- Carriers, Brokers, MGAs/MGUs, Employers
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Last updated: 2026-06-16