Maxwell’s mission is to make better health and financial security possible for all Americans by simplifying benefits and insurance. Maxwell Health is a marketplace that empowers you to offer the best benefits to employees, helping them achieve better health and financial security. The platform automates benefits administration, providing a user-friendly experience for employees to understand, shop for, and use their benefits.
Enrolling in benefits is one day of the year, and that’s being generous: for most people, it’s a few minutes. For the rest of the year, Maxwell’s mobile app is the one destination consumers can go to access benefits information, navigate the healthcare system, and manage their health and wealth.
Maxwell is a modular benefits administration for small to mid-sized employers that focuses on making benefits easy through self-service employee onboarding, compliance and reporting solutions, and integrations with best-in-class vendors.
Why shouldn’t choosing your benefits feel like using your Netflix account? Maxwell curates the right benefits at the right time, taking a lifestyle-based approach through a beautiful, engaging consumer experience. Our benefit bundles allow you to offer new products in an easy, cohesive way.
Value-added benefits, we have you covered! Maxwell supports complex and flexible voluntary benefits so you can provide your employees with a strong benefits offering without added administrative effort.
Maxwell Health and BambooHR have built out an integration that allows for all of your employees’ demographic information to be pulled down from BambooHR into Maxwell automatically. The integration also notifies you when specific changes have been made, such as a new employee being added and an employee being terminated. The notifications will guide you to complete the necessary workflow in Maxwell Health to reflect any changes made in BambooHR. Once your BambooHR integration has been set up and turned on by Maxwell, your employees’ demographic information will change in Maxwell every time it’s changed in BambooHR. Any employee changes made in BambooHR will be synced down immediately, with a notification being sent to the Administrator and/or Advisor within 15 minutes. BambooHR is the system of record for all employee demographic information, while Maxwell Health is the system of record for all benefit/election information. Please note that Maxwell Health is the system of record for all dependents’ information.
|BambooHR Field||Sync Direction||Maxwell Health Field||Field Logic or Notes|
|First Name||First Name||Required field to create user|
|Last Name||Last Name||Required field to create user|
|SSN||SSN||Required field to create user. Can disable 'required' if international employees exist|
|Email Address||Email Address||Required field to create user. Email MUST match between the two systems or else records will be duplicated in Maxwell. BambooHR sends "Best Email" field through the API to Maxwell, which means it will default to work email. But if there isn't a work email listed, it will use home email. Work email will always be the default if it is listed|
|Address Line 1||Address 1||Required field to create user|
|City||City||Required field to create user|
|State||State||Required field to create user|
|Zip Code||Zip||Required field to create user|
|Country||Country||Required field to create user|
|Date of Birth||Birthdate||Required field to create user|
|Gender||Gender||Required field to create user|
|Benefit Group||Benefit Group||Required field for benefits to trigger correctly. Must be the standard field|
|Pay Type||Pay Type||Required field for benefits to trigger correctly. Must be the standard field in order to sync over. All hourly employees need this field filled in. If you have an “Hourly” Pay Type set for an employee in BambooHR, you’ll need to make sure the “Standard Hours Per Week” field in the employee’s “Job” tab is filled out.|
|Disabled||Disabled||This field pops up when the app is turned on, but it is not a required field. It is to show if an employee is physically handicapped.|
|Job Title||Job Title|
|Work Phone||Work Phone|
|Mobile Phone||Mobile PHone|
|Pay Rate||Pay Rate||Must be hourly or salary. Required for all financial products|
|Hire Date||Hire Date|
|Termination Date||Termination Date||All 'inactive' employees need a termination date|