OneDigital’s West Region and Avante Announce Strategic Partnership Driving Innovation in Employee Benefits

New AI Solution Empowers Employees to Self-Serve Benefits Questions, Boosting HR Efficiency and Engagement

CUPERTINO, CA – JUNE 4, 2025 – OneDigital, a leading insurance brokerage, financial services, and HR consulting firm, has partnered with Seattle-based startup Avante to bring Carly, Avante’s AI-powered benefits agent that transforms how employees access and understand their benefits to its clients across the West region. By integrating this technology into the client experience, OneDigital is enabling faster, smarter support for employees, increasing operational efficiency for HR teams, and driving more strategic, data-informed outcomes across the entire employee benefits value chain.

After a successful internal rollout to OneDigital’s own workforce in early 2025, Carly delivered immediate and measurable results, including over 2,000 hours saved, a 93% satisfaction rating, and a significant increase in employee engagement with benefits programs.

“This marks a fundamental shift in how we support our clients,” said Jeff Fallick, President of OneDigital’s West Region. “HR leaders are overwhelmed with routine benefits questions that drain time and resources. Carly changes that, delivering a faster, smarter way to support employees while unlocking immediate ROI and freeing HR to focus on more strategic priorities.

Carly serves as the digital front door to HR—available 24/7 to resolve over 70% of benefits-related inquiries with consistent, accurate responses. By automating routine questions, Carly empowers HR teams to focus on more strategic work while delivering a seamless experience for employees. Built with enterprise-grade security and compliance in mind, Carly ensures sensitive employee data is protected at every interaction. “At OneDigital, we believe better benefits start from within, which is why we’re fully embracing AI to model excellence for our clients,” said Elizabeth Chrane, Chief People Officer. “HR is fundamentally about people, and technologies like Carly empower employees to self-serve in ways they’re increasingly comfortable with. This allows our HR teams to focus on the non-routine, more strategic work that truly requires a human touch—creating space for deeper, more meaningful engagement.”

“OneDigital is leading by example,” said Rohan D’Souza, CEO and Co-Founder of Avante. “They’re not just adopting AI—they’re embedding it into the fabric of how HR operates, delivering better outcomes for their people and clients alike. We’re proud to be building that future together.”

By leveraging AI-powered solutions within our client experience, OneDigital reaffirms its commitment to innovation and partnership. This technology empowers us to deliver greater efficiency, foster deeper connections, and achieve lasting impact for the people and organizations we serve.

About OneDigital

OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. More than 100,000 employers and millions of individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit onedigital.com.

About Avante

Avante is a Seattle-based SaaS company that builds AI-powered tools to simplify, accelerate, and streamline employee benefits. Its flagship platform, Carly, transforms how people engage with health and wellness benefits.