Businessolver

Benefits should be easy for everyone

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Businessolver is an independently owned benefits technology company founded on a simple belief: benefits should be easy for everyone. As benefits grow more complex, organizations need more than administration. They need intelligence, insight, and guidance that help them stay ahead of what's next. 

The Businessolver Way

Technology powers what we do, but people drive why we do it. Our culture is intentional, and it’s built on focus, mutual respect, a desire for excellence, accountability, and a passion for our work and team. We call it “The Businessolver Way.” We work hard, we play hard, we double-down to get it done. And we have a ton of fun in the process. They don’t call us Solvers for nothing.
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Our mission​

Grow our business. Delight our clients.

Our vision​

We’re leading the future of work, one that demands more than administration. It demands anticipation, powered by real-time insight and human understanding to act on what people need, often before they ask.
At Businessolver, we turn benefits into a bold, strategic engine that fuels organizational strength and shared success. We set the standard for how benefits drive performance and unlock human potential.
We solve for people, building a world where benefits empower individuals to perform at their best, creating healthier, stronger, more resilient organizations.
By uniting strategy, partnerships, and technology in one intelligent system, we bridge data and empathy to deliver support before it’s needed, helping employers stay ahead and employees feel cared for.
Because when people thrive, business grows.

Our values

We perform

Delivering excellence through accountability, clarity, and care. Every action we take should strengthen the people, clients, and organizations we serve.

We engage

Listening deeply, learning constantly, and responding with intention. When we engage well, we build connection, understanding and trust.

We innovate

Creating technology and experiences that make benefits simpler, more human, and more effective. Innovation means progress that improves lives.

We give back

Caring for our communities, our clients, and each other – sharing time, support, and knowledge to create belonging
and impact.

We anticipate

Looking forward with curiosity and courage to create what’s possible. Anticipation ensures every interaction is consistent, while also filled with care and delight. We look ahead, stay ready, and create the kind of experience people can count on — always.and impact.

Workspace Anywhere

As a company built upon empathy, it is more important than ever that we honor the space in which we are most productive. Prior to 2020, that looked like seven different regional offices with a handful of remote employees. Post 2020, that means a philosophy of workspace anywhere, wherein our Solvers work in the space that allows them to be most productive in work and in life.

Every month, we survey our Solvers, our clients and their members to make sure we are meeting their needs. And the results prove that Workspace Anywhere has powerful results in ensuring our Solvers are productive and happy at home, bringing more delight to our customers and members daily.​

%

of employees share that they are happier and healthier thanks to Workspace Anywhere
Achieved 4.45/5 survey results from members on our platform in their interactions with Solvers who work from home
Workspace Anywhere allows me to stay connected with clients no matter where I am giving me balance I haven't experienced in my career before Businessolver.
Heather Laude
Sr Consumer Experience Strategist

Environmental, social, and governance

At Businessolver, we hold ourselves accountable to making a positive impact through the following initiatives:
Planet: We prioritize eco-conscious initiatives across our business.
People: We support our people by investing in an empathetic workplace.
Philanthropy: We give back to our communities through the Businessolver Foundation.
Partnerships: We work with like-minded partners to build a sustainable future.
businessolver 2025 esg report
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A Culture of Excellence

When it comes to operations excellence, we’re our own best critic. We understand that how we deliver services has a real impact on your business and your people. We don’t take that responsibility lightly. In fact, it’s what drives us.
Businessolver is the first benefits administration provider to engage in the Baldrige National Performance Excellence program, a rigorous exercise that provides organizational assessment tools and criteria for continuous improvement of key business processes across Businessolver.
Baldrige award

Steadfast Leadership & Governance

Consistency. Our leadership team is not new to this, in fact they have been leading our Businessolver purpose and vision since day one
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Jon Shanahan
President and CEO
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Derrick Barker
Chief Financial Officer
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Jeff Mortland
Chief Sales Officer
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George Lo
Chief Technology Officer
Rae Shanahan photo
Rae Shanahan
Chief Strategy Officer
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Allison Wallace
Chief Legal Officer
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Don Smith
Chief Delivery Officer
Marcy Klipfel photo
Marcy Klipfel
Chief Engagement Officer
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Carey Mckenzie
Chief Client Officer
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Carey Mckenzie
Chief AI Officer
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Greg Tatum
Chief Information Security Officer

Our history fuels the future: Stability, innovation, security, and anticipation

Experience you can trust. Anticipation you can count on.
Businessolver timeline infographic

Making an impact beyond benefits

Supporting people extends beyond the workplace.

Through the Businessolver Foundation, employee volunteerism, charitable giving, scholarship programs, and nonprofit partnerships, we're committed to creating stronger communities and meaningful impact where we live and work.
Because helping people thrive doesn't stop at benefits.
Businessolver Foundation sevice trips 2026
As a remote company, we've learned that creating opportunities for people to come together around a shared purpose strengthens trust, deepens connections, and reinforces the culture we've worked hard to build."
Jon Shanahan,
President and CEO of Businessolver

From administration to anticipation

Traditional benefits administration was built to react. We believe the future belongs to organizations that can anticipate.

Benefits have become more complex. Employees expect more guidance. Employers need more insight. We're helping shape a new era of benefits, one designed to anticipate needs before they become challenges and create better outcomes for everyone involved.

That's the future we're building.

Ready to see anticipation in action?

Discover how Businessolver combines intelligence, empathy, and innovation to help organizations create benefits experiences built for what's next.