CONTEXT IS THE CATALYST Preferences. Priorities. Real life.
Talia, 25 New hire. First real benefits experience. What’s shaping her decisions • Unsure where to start • Budget conscious • No claims in history What the system already knows • Eligibility/demographics
• Available plans What Talia adds • Interests: Pet care, savvy shopping, sleep • Conditions: Anxiety Why it matters Decisions made now set habits that stick. Guidance meets her where she is—and where she’s heading.
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