Maxwell Health Client Experience

Maxwell is more than a technology solution: we’re a dedicated, people-first Client Success-driven organization, committed to getting your clients up and running on tech, and to helping you sell more. See how our model is different from the rest.

Committed to Helping You Succeed, Determined to Help You Solve.

Our customers report 98% satisfaction with their experiences interacting with our Support teams, which includes inquiries to Technical Support, Implementation Support, EDI Support, Marketplace Support via phone, email, and/or live chat.

Our powerful benefits administration and HR technology combined with our dedicated Customer Success team means you get a true “Software-as-a-service” solution. We believe that your success is our success. Building a trusted relationship with our clients is top priority. With our responsive team of benefits and technology experts available at your fingertips – from initial client implementation through everyday support – you are set up to win with our technology right from the start.

The Key to Success? Choosing a Partner that Goes Above and Beyond Just Technology.

At Maxwell Health, we empower you to be successful by:

How is Maxwell Health's Customer Success Team Different?

We know how tough it is to adopt new technology and ensure it fits alongside your unique business needs. So, we put together a best-in-class Customer Success team to make sure you are set-up for success from start to finish.


Building a strong foundation

All successful journeys start with a solid foundation. Your first step with Maxwell is to meet the team behind the scenes who will provide you with your optimal on-boarding experience. They work with you to understand your business objectives so we can create an implementation success strategy custom-made for you, which will include targeted training to optimize your usage of the platform.

Customer Success

A partnership focused on you

The best partnerships need to be built to last. That’s why your Customer Success team at Maxwell is comprised of passionate, dedicated advocates for your business objectives who care about driving results. Throughout your Maxwell journey, and especially during high-stress Open Enrollment and renewal seasons this team serves as your go-to for implementation strategy and sales and marketing expertise to make you successful in all facets of your business.

Technical Support

The building blocks of knowledge

We have the answers to even the toughest questions. Our friendly, helpful Technical Support team is available via phone and email, at your fingertips. You can feel empowered to get the support you need, right when you need it. Want to troubleshoot on your own? Our web-based and in-app Resource Center is chock-full of detailed articles and documentation to help you find the answers you need.


Expand your knowledge

Changing the way you administer benefits involves more than just a technology solution. It takes a shift in mindset, and an ongoing growth of knowledge and education. Maxwell University is our contextual learning catalog that provides you and your clientsvarious options for training so that you can learn based on your unique style.

How We Engage Clients to Maximize Adoption of Technology

In order to help our clients get value out of using our technology platform, we must determine what they’re attempting to achieve, and help them make the business process changes necessary to reach those desired results. Here’s how we think about it at Maxwell Health.

Key Success Questions:

What is the client’s level of buy in? What is the client’s desired outcome?

Key Success Questions:

Is the client attaining early value? (i.e. first 90 days) Are we set up to drive adoption and engagement for the lifetime value of the client?

As the client begins to adopt the technology, their business objectives are formally tracked.

Key Success Questions:

Are the outcomes being attained repeatedly? Are we driving continual ongoing value?

Key Success Questions:

Are we increasing the value to the client through upsell/cross sell?

Key Success Questions:

Are we retaining the client? Will there be lifetime value for both the client and us?

Don't take our word for it, just ask our clients!

  • Clearly, the entire culture at Maxwell is driven by the leadership the founders and the whole team demonstrate every day. I am honored to be a customer and grateful for the efforts of the entire team, even if I just know them from assorted chat logs and emails. Craig Scurato Simplifi Benefits
  • The relationship I have been able to build with our Maxwell team has been unlike any other company I have worked with. They truly care about your success as an agency and the success of your clients using Maxwell Health. Alicia Ball Rose Street Advisors

Check out our reviews!

Maxwell Health has been recognized for excellence based on user reviews and feedback in the Benefits Administration category of G2 Crowd.

Take the Leap

Find out how our Client Success team can get you started on your way to success!