Engagement Metrics Tracking

Measuring what matters

Tracking employee engagement with health services to understand what's working

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Why does engagement tracking matter?

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Programs only work if people use them. Engagement metrics reveal whether employees are using available services, which services are most valued, and where engagement gaps exist. This understanding enables continuous improvement.

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See where your benefit plan is leaking

Find out what gaps exist — and what you can do without changing your plan.

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We'll show you where money is leaking, risks are growing, and what you can fix within your current structure. No pressure to change brokers, carriers, or benefit design. Just clarity.

  • Gap analysis based on your actual plan structure


  • Clear findings you can share with your broker


  • Recommendations that layer on — no disruption required
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Get a FREE assessment today!

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How many employees participate in your health insurance plans? *
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Utilization Tracking

Measuring how many employees use each service, how often, and how engagement changes over time.

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Service Effectiveness

Connecting engagement to outcomes—do engaged employees have better health outcomes and lower costs?

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Gap Identification

Identifying where engagement is low despite available services, indicating opportunity for improvement.

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Trend Monitoring

Tracking engagement trends to understand whether programs are gaining or losing traction.

What is Engagement Metrics Tracking?

Engagement Metrics Tracking measures employee interaction with health programs and services to understand adoption, utilization, and effectiveness.

Weltrio services succeed through employee engagement. Engagement isn't assumed—it's measured. Tracking reveals which services employees use, how often, and how engagement correlates with outcomes.

This measurement enables continuous improvement: expanding what works, fixing what doesn't, and addressing gaps that prevent value delivery.

Why Does Engagement Predict Program Value?

Most employers renew their health plans year after year without questioning the underlying assumptions. Brokers present options, carriers set rates, and leadership approves budgets based on incomplete information.


The result? Companies overpay for benefits employees don't use while missing coverage gaps that create real risk. They accept premium increases as inevitable rather than addressable. They lack visibility into where their money actually goes.


A Healthcare Risk Assessment changes that. It gives you the data and insight to make informed decisions, negotiate from a position of strength, and take control of one of your largest operating expenses.

How It Works

Engagement tracking measures and reports on service utilization.

Metric Definition

Defining relevant engagement metrics: utilization rates, frequency, depth of engagement, and outcome correlations.

Data Collection

Gathering engagement data from program interactions, platform usage, and service utilization records.

Analysis & Reporting

Analyzing data and reporting findings in accessible formats for different audiences.

Improvement Action

Using findings to drive improvement: addressing gaps, expanding successes, and refining programs.

When Should Engagement Be Tracked?

Tracking should be continuous:

• Ongoing monitoring of key metrics
• Periodic deep dives into patterns
• Post-program evaluations
• When engagement seems to change
• For annual planning and budgeting

Where Is Engagement Measured?

Across all Weltrio services:

• Health coaching utilization
• Nurse line usage
• Navigation service requests
• Wellness program participation
• Digital platform engagement
• Communication interaction

Who Uses Engagement Data?

Multiple stakeholders benefit:

• Employers evaluating program value
• HR teams planning communications
• Weltrio teams improving services
• Benefits consultants advising clients

See What Our Customers Are Saying

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"What could have been data driven, was soon a conversation. Over 3 years with the best coaches, listeners, advisors you could ask for. If Monique didn't have an answer readily, she would note it, research it, and then update you on the answer. Always a positive meeting. Highly recommend!"

— Sue D.

“Our Medical Insurance Premiums were Out of Control! Thanks to Weltrio and their amazing team of healthcare experts, Weltrio is my single most-profitable cost center!”


— Cayuse CEO

Everything You Need to Know

At Weltrio, we are a medically trained team that works with HR and benefits partners at companies of all sizes to improve healthcare quality, reduce risk exposure, and optimize costs. We work within your existing plan structure—providing employers with clarity, trust, and transparency at every step. Whether you're upgrading your benefits plan or building from scratch, we've got you covered.

  • Is this the same as telemedicine?
    No. Clinical support provides guidance and triage, not diagnosis or treatment. We help employees decide when and where to seek care.
  • How many nurses will be assigned to our company?
    Assignment depends on your company size and typical utilization. Smaller companies may share a primary nurse with backup coverage. Larger organizations get dedicated teams. Either way, employees experience consistent relationships with clinical professionals who know them.
  • Who answers calls in the middle of the night?
    Board-certified nurses from your Weltrio clinical team. We staff night shifts with experienced nurses who have full access to your company's benefits information and employee interaction history. It's not an outsourced answering service.
  • What protocols do nurses use for triage?
    Our nurses use evidence-based clinical decision support protocols developed from emergency medicine and primary care best practices. These protocols are regularly updated based on current medical guidelines and are customized for telephone/virtual assessment settings.
  • How much does an unnecessary ER visit actually cost?
    Average ER visits cost $2,200 or more—even for minor issues. Add lab work, imaging, or specialist consultation and costs climb quickly. The same conditions treated at urgent care typically cost $150-300, and telehealth visits run $50-75.