We offer a unique combination of personalized, confidential enrollment assistance, year-round benefits guidance, and benefits administration technology.

Optavise unifies three of CNO’s existing Worksite brands (DirectPath, Web Benefits Design, and PMA USA) into a single go-to market brand. Optavise serves nearly 20,000 businesses and employers that include small- and medium-sized businesses and Fortune 100 companies. 

CNO Financial Group, Inc. (NYSE: CNO) acquired DirectPath in early 2021.

Employee Benefits

Insurance

DirectPath

DirectPath's headquarters in Birmingham, AL, United States

Bart Yancey

Lori Dustin

The Benefits and Advocacy team at DirectPath provides personalized, year-round support to employees, helping them navigate and make informed decisions about their healthcare benefits. This includes confidential enrollment assistance, education on benefits options, and advocacy for claims and billing issues. The team ensures employees understand and maximize their benefits, enhancing their overall healthcare experience.

Benefits and Advocacy

The IT and Development team at DirectPath is responsible for designing, implementing, and maintaining the technology infrastructure and software solutions that support the company's personalized benefits administration services. This includes configuring systems, ensuring network security and stability, developing and optimizing software, managing and analyzing data, maintaining databases, and performing quality assurance to ensure top-notch performance and user experience. The team plays a critical role in enabling seamless benefits enrollment and guidance for nearly 20,000 businesses and employers.

IT and Development

The Client Services Team at DirectPath is responsible for ensuring seamless delivery and support of our benefits administration technology and personalized enrollment assistance. This team manages client relationships, oversees the implementation and performance of our services, and provides continuous support to address client needs and optimize their benefits programs. Their goal is to ensure client satisfaction and successful adoption of DirectPath's offerings, contributing to the overall success and retention of our client base.

Client Services Team

The Customer Support Team at DirectPath, comprising roles such as Manager of Field Services, Patient Advocate, Office Support Specialist, Director of Call Center Operations, and Transparency Specialist, is dedicated to providing comprehensive assistance to clients. This team facilitates personalized and confidential enrollment support, offers ongoing benefits guidance, and helps streamline benefits administration through advanced technology, ensuring a seamless experience for both employers and employees.

Customer Support Team

The Leadership Team at DirectPath consists of key executives including the CEO, Chief Commercial Officer, Vice President of Client Services, and Chief Product Officer. This team is responsible for setting the strategic vision, driving commercial growth, overseeing client relationships, and guiding product development to ensure the company delivers unparalleled enrollment assistance, benefits guidance, and benefits administration technology to nearly 20,000 businesses.

Leadership Team

The Account Management Team at DirectPath is responsible for managing client relationships, ensuring seamless enrollment assistance, and delivering comprehensive benefits guidance. This team serves as the primary liaison between clients and DirectPath, addressing client needs, resolving issues, and optimizing the use of benefits administration technology to enhance client satisfaction and retention.

DirectPath

Org chart

Teams

Benefits and Advocacy

IT and Development

Client Services Team

Customer Support Team

Leadership Team

Account Management Team

Offices

DirectPath

Org chart

Teams

Benefits and Advocacy

IT and Development

Client Services Team

Customer Support Team

Leadership Team

Account Management Team

Offices

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