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Creating your account

To download the Level App from the App Store (iOS) or Google Play (Android), search for "Level Benefits." You can also scan the QR code with your phone. Once you've downloaded the app, create your account by tapping "Sign Up," then enter your employee email address.

If your company isn’t set up with Level, you won’t be able to sign up. Request access for your employer and we’ll reach out to them for you.


Adding dependents

Employees will be prompted to invite their enrolled dependents who are 13 years and older to create their Level accounts during initial account setup. Once invited, the dependent will receive a welcome email to set up their account. 

If you don’t see your enrolled dependent listed, please contact your employer’s benefit team or your HR department. 

To add a dependent after initial account setup, toggle to your dependent's account by navigating to the Account section and tapping on your dependent’s profile. Tap Profile, select Invite and enter the dependent’s email address.


Viewing your balance

You can view your remaining balance in the Activity section of the Level App. To see how much you’ve spent so far, just tap on a benefit category. 


Finding a provider

Search for a dental or vision provider by name, office, or specialty (i.e. "pediatric dentist”). If you have location services turned on, you'll see results for providers closest to you. You can use filters to narrow results. Just tap the filter symbol and select your filters. Select any search result to see details, including contact information, locations, specialties, and network status.

If you have an upcoming appointment at a dental or vision provider, you can tap Save on their profile a few days before your visit. When you save a provider, Level will contact them and share your birthday and name to confirm you as a patient, then give them details about your Level benefits. 

In-network providers have a check mark next to their name and an in-network badge on their profile. This means this provider offers lower rates to Level members, so your cost may be less than going out of network.


Viewing cost estimates

You can see estimates for how much some procedures are likely to cost, even before your appointment. To see an estimate, go to Accounts, then Plans. From there, select the service and treatment. You can switch between in-network and out-of-network to see the price difference.


Visiting a provider

A few days before your visit, make sure you have the Level App downloaded and that you've saved your provider. When you save a provider, Level will contact them and share your birthday and name to confirm you as a patient, then give them details about your Level benefits.

At your visit, share your Level ID. This is a 10-character mix of numbers and letters, beginning with "LVL." This number helps your provider file a claim and get your plan details. You can find it in the Card section of the Level App.

If the office is not familiar with Level, you are still eligible for treatment. Ask the office to contact Level Support at (855) 400-5705. Level’s support team will get the office set up.

You can use your Level Card at your provider’s office to pay for any eligible goods and services. It works just like any other payment card. The card is also available in the Level App—if you use that, your provider can enter the card information into their point-of-sale system.

If you are visiting a provider that doesn’t accept insurance or you need to pay out of pocket for any reason, make sure to get an itemized receipt that includes the date of service, the name of your provider, and how much you paid. Visit the Activity tab in the Level App, tap the three-dot menu, and tap Get Paid Back. Once Level processes everything, you'll get paid back according to your plan’s coverage. Add a bank account to get money sent directly to you, or Level can send you a check.


Adding your bank account

You can link a bank account to pay for any out-of-pocket costs to get paid back quickly for any eligible goods and services. Go to the Accounts section, then Bank Account to get started.

Note: payments made on the same day will appear as one line item in your bank account.