Maxwell Health’s integration with Discovery Benefits automatically sends all of the required demographic, enrollment, and contribution information from Maxwell Health to Discovery Benefits, for most of the Discovery Benefits products the employer has in Maxwell Health. If you offer Discovery Benefits to your employees through Maxwell, this integration will be added and turned on by the Maxwell Health team.

 

The steps for setting up the integration vary slightly based on the deployment status of your company.

 

Follow these steps if you're currently live on Maxwell:

 

  1. ​Your Advisor will notify their Maxwell Health Account Manager that you'd like to add the Discovery Benefits integration. Your Account Manager will then ask your Advisor to fill out the New Client Setup Form and send it to DiscoveryPlanSetup@maxwellhealth.com (with a cc’ to the Account Manager).
     

  2. Within three business days, a Discovery Benefits contact will reach out to you and your Advisor with the Design Guide and some implementation paperwork.
     

  3. Your Advisor will complete the Design Guide and implementation paperwork, and send to Discovery Benefits.
     

  4. Discovery Benefits will send this information to us within hours of receiving it. Once we’ve received the necessary information, we'll configure and add this integration. This step will take Maxwell Health integration team four business days, from the time completed information is received and Discovery Benefits products have been built.
     

  5. We'll activate the integration by turning auto-sync "on,” and notify you that the integration is activated. This step takes us four business days.


Follow these steps if you haven't yet been implemented on Maxwell:

  1. Your Advisor will indicate on the Employer Notification Form that a Discovery Benefits integration has been requested.​ Your Account Manager will then ask your advisor to fill out the New Client Setup Form and send it to DiscoveryPlanSetup@maxwellhealth.com (with a cc’ to the Account Manager).
     

  2. Within three business days, a Discovery Benefits contact will reach out to you and your Advisor with the Design Guide and some implementation paperwork.
     

  3. Your Advisor will complete the Design Guide and implementation paperwork, and send to Discovery Benefits. Meanwhile, we'll begin the process of your company's implementation on Maxwell.
     

  4. Discovery Benefits will send this information to us within hours of receiving it. Once we’ve received the necessary information and completed your company's build, and had your Advisor sign-off on its accuracy, we'll add this integration.

  5. We'll activate the integration by turning auto-sync "on," and notify you that the integration is activated. This step takes us four business days.