Businessolver expands Pinnacle Partner program with LegalShield. Posted on Wednesday, July 8, 2026 LegalShield offers affordable legal support and identity theft protection for employees. Businessolver(R), the leader in anticipatory SaaS employee benefits technology, expands the Pinnacle Partners program with LegalShield(R). This partnership expands Businessolver's existing suite of voluntary and point solution wellbeing options and offers affordable access to legal and identity theft services. "It's important for employees to have accessible and affordable resources to protect their identities and assets to build robust safety nets for their finances, family, and digital livelihoods," said Jen Greean, Director of Partner Relations at Businessolver. LegalShield provides affordable access to legal and identity theft protection services (through IDShield(R) designed to help employees navigate everyday legal needs and identity theft risks with confidence. Through a simple subscription model, LegalShield and IDShield removes cost barriers and provides access to experienced professionals - without unpredictable hourly fees. "What we offer is becoming rare in American life: a real relationship with a professional who's on your side, who's accountable to you, who actually picks up the phone when something goes wrong. That's what LegalShield has been about for more than fifty years," said Warren Schlichting, CEO of LegalShield. "Most of our members aren't dealing with courtroom drama. They're dealing with a lease question, a will they finally want to put in writing, a fraud alert at midnight. That's real life. Partnering with Businessolver gives more employees access to that kind of help on day one of their benefits. That's what real peace of mind looks like." LegalShield gives members convenient access to professional legal help when they need it most, including: * Direct access to an experienced provider law firm * Advice on an unlimited number of personal legal matters * Document review * Will preparation * Moving traffic violation assistance * Support for a wide range of personal legal matters Members can seek guidance early, helping prevent minor issues from becoming costly legal problems. IDShield helps protect members from identity theft, fraud, and online privacy risks with robust monitoring and recovery tools, including: * Identity fraud protection * Online privacy and reputation management * Device protection * Financial account monitoring * Identity, credit, and social media monitoring * Credit score tracker * Real-time alerts for detected, suspicious activity Together, LegalShield and IDShield deliver peace of mind by helping protect both legal rights and personal identity theft. LegalSheild joins an exclusive group of pre-integrated, market-leading voluntary benefits and solution partners that include: Accolade, Aetna, Aflac, ARAG, Benifex, Calibrate, Career Highways, Carrot, Cigna, Claritev, Counsel, Hello Heart, Lincoln Financial Group, Metlife, NortonLifeLock, Pets Best, PetPartners, Prudential, PTO Exchange, Recoop, Rightway, Securian, Sword, The Hartford, The Standard, Transamerica, Transitions Benefit Group, and Voya. You can learn more about Businessolver's full suite of integrated point solution and voluntary benefit provider parters at www.businessolver.com/solutions/partnerships-integrations About the Pinnacle Partner Program Launched in 2019, Businessolver's Pinnacle Partners program helps employers expand their benefits offerings with vetted, pre-integrated partners. The program enhances data exchange, simplifies enrollment, and ensures a seamless experience for HR teams and employees alike. About Businessolver Since 1998, Businessolver has delivered market-changing benefits technology that empowers empathetic service supported by an intrinsic responsiveness to client needs. The company creates client programs that maximize benefits program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefits selections. Founded by HR professionals, Businessolver's unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight. For employers navigating rising claims costs, fragmented point solutions, and low utilization of existing benefits, Counsel becomes the organization's responsible front door to healthcare. By intelligently triaging care from the first interaction, Counsel resolves more concerns without unnecessary escalation, reduces avoidable in-person care and downstream claims costs, and increases ROI across the existing benefits ecosystem by routing members to the right benefit at the right time based on an employer's benefits design. About LegalShield LegalShield was founded more than 50 years ago on a simple idea: everyone deserves access to legal protection at a reasonable cost. That concept still holds true today. For a flat monthly fee, members can speak directly with a real lawyer about legal questions that arise in everyday life. IDShield(R) extends the same model to identity theft protection and online privacy. Together, the two services give working families dependable, affordable access to help they would otherwise go without. Media contacts: Katie Carroll, VP of Product Marketing and Strategy Businessolver [email protected]

Businessolver elevates AI to the executive suite, appointing Sony SungChu as Chief AI Officer. Posted on Tuesday, April 14, 2026 Businessolver today announced the appointment of Sony SungChu as Chief AI Officer, reflecting Businessolver's view that artificial intelligence is no longer an enhancement to benefits administration, but a foundation to how clarity, trust, and speed are delivered at scale. In this newly established role, Sony will lead Businessolver's end-to-end AI strategy and roadmap, with accountability for how intelligence is developed, governed, and applied across the business. His mandate centers on improving decision quality, modernizing service and operational workflows, and ensuring AI is embedded responsibly and effectively within highly regulated benefits environments. "AI leadership at the executive level isn't optional in our category - it's how trust, scale, and outcomes are delivered responsibly," said Jon Shanahan, President and Chief Executive Officer of Businessolver. "But what matters most is how that intelligence shows up for real people, making complex benefits decisions clearer, more proactive, and more reliable. Sony has helped build the foundation for this work over many years. Establishing the chief AI officer role ensures intelligence is applied responsibly and effectively across our platform and operations, with a clear focus on outcomes for the employers and employees we serve." Sony most recently served as Businessolver's Head of Science & Innovation where he led the development of the technical foundation behind Businessolver's intelligence capabilities, including the systems that support Sofia(SM), the intelligence layer across its technology and service, following a distinguished tenure at Amazon. That work underpins Businessolver's shift from reactive benefits administration to anticipation, using data and intelligence to help resolve issues earlier and guide people more effectively in moments that matter. The creation of the chief AI officer role reflects a simple conviction: In benefits administration, value is created when people need clarity. Employees make consequential choices about health, finances, and family - often under time pressure and with incomplete information - while employers balance cost, care, compliance, and workforce needs at scale. In those moments, the quality of support matters. The systems behind that support matter even more. Businessolver established the role to bring sustained executive focus to applying intelligence where it can materially improve usefulness-reducing wait times, increasing accuracy, improving consistency, modernizing service operations, and turning data into insight that helps people act with confidence. "AI does not create value in isolation; its utility is given by human ingenuity," said Sony. "The future we're building is one where people use AI to do meaningful, high-impact work. That starts with systems that understand context, anticipate intent, and perform reliably in the real complexity of benefits - where trust, accuracy, and compliance matter as much as speed." Under Sony's leadership, Businessolver will continue advancing initiatives that shorten response and resolution times across customer-facing workflows, strengthen access to institutional knowledge, and equip service teams with better context and guidance in the flow of work. Additional efforts focus on expanding access to data across the organization, improving feedback loops, and modernizing core processes through assistive and automated capabilities. Responsible AI governance is a central part of Businessolver's competitive advantage in regulated environments. The chief AI officer role sits at the intersection of technology, product, and governance, reflecting Businessolver's view that effective AI and responsible AI are inseparable. Sony will work closely with product, UX, security, and compliance teams to ensure intelligence-driven experiences remain transparent, secure, and aligned to long-term outcomes. Taken together, these efforts are designed to deliver cumulative gains in execution - faster service, clearer answers, and better-informed teams - while scaling quality in areas where complexity carries the greatest human and operational cost. For clients and their employees, the focus remains on decision quality: clearer insight into options and tradeoffs, greater confidence in guidance received, and better outcomes over time. As artificial intelligence becomes more embedded in enterprise operations, Businessolver believes its competitive advantage will be defined less by the presence of new tools and more by the discipline with which intelligence is applied. With the establishment of the chief AI officer role, that belief is now represented at the executive level. To learn more about Businessolver's approach to AI and its anticipatory benefits platform, visit businessolver.com About businessolver. Businessolver is an independently owned benefits technology company advancing a more proactive, connected, and anticipatory benefits experience. Through a secure SaaS platform, governed intelligence, and an always-on service model designed to act early and stay aligned, Businessolver helps organizations reduce complexity, strengthen engagement, and deliver consistent outcomes across total wellbeing. With more than two decades of innovation, Businessolver unifies people, data, and operations so that insights turn into action - and benefits work better for employers, employees, and partners. Media contacts. Katie Carroll, VP Product Marketing and Strategy, Businessolver [email protected] Tony Spangler, Practice Lead: Public & Analyst Relations, Rep Cap [email protected]

Businessolver advances AI benefits support and HR analytics in 2025, reporting 83 client NPS. DENVER (Jan 15, 2026) - Businessolver(R), a leader in benefits administration technology and artificial intelligence, closed 2025 with strong client loyalty and measurable service performance, including an 83 client Net Promoter Score (NPS) and 97% client retention. The company expanded its Benefits Insights dashboard suite and advanced Sofia(SM), its AI benefits engine, to help employers improve enrollment confidence and accelerate issue resolution amid ongoing benefits and healthcare complexity. "In a benefits landscape that keeps getting more complex, our job is to make the experience feel simpler, more personal, and more human," said Jon Shanahan, President and CEO of Businessolver. "Our mission is straightforward: grow the business and delight our clients - and we measure ourselves by how well we deliver on that promise. Our incredible growth and retention this past year reflect the trust our clients place in us and the daily commitment of our teams to deliver responsive, empathetic service." 2025 business growth highlights: client satisfaction, measurable AI gains, and new benefits insights tools. Businessolver invested heavily in expanding access to market and industry insights, improving the employee benefits experience, and evolving Sofia into an agentic structure. * Expanded Benefits Insights Dashboards: HR teams now have access to deeper benefits usage insights with the expansion of the company's Benefits Insights Dashboard analytics suite, enabling enhanced decision-making and optimized campaigns. * Evolution to agentic AI: Sofia's shift to an agentic framework saw 88% of chats resolved with significant improvements to resolution rates (+11%), positive feedback to specific chats (+30%), and average interactions per user (+5%). * Enrollment decision support upgrades: The enrollment experience received UX and functionality upgrades to make it even easier for employees to choose benefits. Today, over 80% of employees say they're confident in their benefits elections, proving benefits literacy doesn't need to be a barrier to enrolling in right-fit benefits. * Platform onboarding guides: First-time platform users will get contextual onboarding and interface tours to guide them through early actions and improve confidence, self-service, and engagement from day one. Investing into financial wellness with modern consumer account administration. Today, 48% of employees say they would feel panicked about an unexpected health expense. To address this, Businessolver expanded access to financial wellness tools by offering MyChoice Accounts as a standalone consumer account administration solution - meeting rising demand for a unified, self-service experience across HSA, FSA, and HRA administration. To help employees better prepare for healthcare-related expenses, Businessolver also introduced the Spend, Save, Invest model within MyChoice Accounts. The enhanced offering adds modern savings and investment options - including a lineup of exchange-traded funds (ETFs) and money market accounts. Responsiveness to increased demand and always-on service experience. Businessolver scaled service and support in 2025 while maintaining strong quality and trust metrics across security, communications, and employee assistance. * Improving employee benefits understanding: 43% increase in demand for custom benefits communications * Maintaining client loyalty and delight: 97% client retention and 83 client NPS; 90% same-day employee issue resolution with an 87 Kindness score and 70+ agent promoter score * Delivering in-the-moment resolutions: Over 2.1 million unique chats with Sofia, up 5.3% year-over-year, across 19 million users with a 30% increase in positive feedback in chat * Scaling security and risk management: 25% increase in security assessment requests and a renewal of HITRUST and SOC 2 certifications Growth of people, process expertise, partnerships and global presence. Businessolver expanded its service delivery capabilities and partner ecosystem through strategic acquisitions and new partnerships to scale up and maintain consistent delivery and 24/7 support for clients. * Acquisition of TCAS (formerly Trion Group): Businessolver broadened access to specialized risk management and insurance solutions with the acquisition of a former division of MMA. * Global expansion into Philippines: In July 2025, Businessolver acquired the assets of ProView Global and established Global Administrators, Inc., expanding the business's existing partnership to deliver back-office, round-the-clock support for our clients. * PetPartners joins Pinnacle Partner roster: This partnership expands Businessolver's integrated solutions lineup, helping employers offer flexible, affordable benefits that reflect the evolving needs of their diverse workforce. Learn more about our Pinnacle Partners Businessolver grows community and philanthropic support. Businessolver also invested into immersive community and philanthropic opportunities in 2025, extending our Give Back efforts into established community service organizations. The Businessolver Foundation sponsored four week-long service experiences in Charlotte, NC; Atlanta, GA; Houston, TX; and Orange County, CA, delivering hands-on and financial support to over 10 local and national organizations. Additionally, the Foundation supported day-long volunteer programming across the U.S., led by local Solvers. "Our commitment to culture, empathy, and delight continues far beyond the 9-5," said Shanahan. "Investing back into our people, our communities, and our partners gives us opportunities to share our successes and resources with others, especially in communities that are historically under-represented or funded." Industry recognition and accolades. Businessolver continues to earn recognition for outstanding service, innovation, culture, security, and leadership. Notably, the company was named a top 15 Forbes America's Best Midsize Employers 2025 for the fourth year running, a top Forbes America's Dream Employer 2025 for the second year in a row, as an AI innovator in the BIG Innovation Awards, and a winner of Best UX/UI Design in the SaaS Awards 2025. About Businessolver. Since 1998, Businessolver has delivered market-changing benefits technology that empowers empathetic service supported by an intrinsic responsiveness to client needs. The company creates client programs that maximize benefits program investment, minimize risk exposure, and engage employees with easy-to-use solutions and communication tools to assist them in making wise and cost-efficient benefits selections. Founded by HR professionals, Businessolver's unwavering service-oriented culture and secure SaaS platform provide measurable success in its mission to provide complete client delight.