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Maxwell Health

Marketplace listing integration type icon
Integration Type
One-way via API
Marketplace listing data flow direction icon
Direction of Data Flow
BambooHR to Partner App
Marketplace listing sync trigger icon
Sync Trigger
An event
Marketplace listing integration frequency icon
Sync Frequency
Every Minute
Overview

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.

Year-round Engagement

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.

Benefits Admin

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.

Marketplace

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.

Complex Benefits Support

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.

Integration

How it works.

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.

What data syncs?

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
Country Country
Pay Rate Pay Rate Must be hourly or salary. Required for all financial products
Status Status
Hire Date Hire Date
Termination Date Termination Date All 'inactive' employees need a termination date
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Publisher
Maxwell Health
Updated: 07/31/2019
Phone Support:
(866) 629-7445
Email Support:
support@maxwell.com
Support Hours:
8:00 AM to 8:00 PM ET Monday - Friday

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