SonderMind Total Brain Solutions
| Lockton
Prepared for Lockton · April 2026

Reduce stress.
Build lasting resilience.
Support for every employee & their family, every moment.

A clinically validated platform combining neuroscience-based brain training, AI-powered coaching, and seamless therapy access to reduce stress, build cognitive and emotional resilience, and support total brain health across your workforce.

SonderMind
Why SonderMind is Different

We're not another point solution.
We're a complete brain health platform.

The only mental health solution combining neuroscience-based brain training, clinician-supervised AI coaching, and a nationwide therapy network—with outcomes data brokers can present at renewals.

🧠

Neuroscience First

Only platform with 12-dimension brain health assessment and neuroscience-based training to build cognitive and emotional resilience.

20%
Avg CQ improvement
🤖

AI + Human Care

Clinician-in-the-loop AI Coach with 24/7 availability that seamlessly escalates to 16,000+ licensed therapists and psychiatrists nationwide.

<2 days
Avg time to appointment
📊

Outcomes You Can Sell

40% engagement, $3K+ ROI per member, and quarterly analytics reports you can present to employer clients at renewal time.

40%
Annual engagement rate

The broker advantage: Traditional mental health vendors give you therapy access or wellness tools. We give you a complete, differentiated solution with the outcomes data to prove value and win competitive RFPs.

The Insight

Stress is not a feeling. It is a measurable brain state.
And it's at the center of the mental health crisis.
Most solutions ignore it.

Chronic stress dysregulates the brain's capacity for focus, emotional control, and decision-making. Left unchecked, it cascades into anxiety, depression, burnout, and physical health costs. Your clients need solutions that address the root cause—not just reactive therapy access.

The Stress Crisis

83%

of U.S. workers suffer from work-related stress

76%

of anxiety disorders go untreated

70%

of employees face mental health access challenges

The Cost Crisis

2-3x

higher healthcare costs for members with mental health disorders

$200B+

total cost of depression alone, up 153%

33%

increase in mental health admissions (2016-2020)

SM Total Brain Solutions

24/7

access to care with our clinically-guardrailed AI Coach with human-in-the-loop oversight

100+

digital self-care and brain training tools

16K+

providers for seamless escalation to professional care when needed

Sources: OSHA; WHO Mental Health at Work (2024); Kaiser Family Foundation; Milliman

Who We Serve

Proven across multiple markets.
Brokers are a strategic priority.

We serve diverse customer segments, each with unique needs. Our broker partnerships unlock the widest reach and greatest impact.

🏢

Employers (Direct B2B)

Enterprise organizations deploying Total Brain Solutions directly to their workforce.

Direct contracts, custom implementations

🏥

Health Plans

Payers integrating Total Brain as a covered benefit to reduce costs and improve outcomes.

Integrated care pathways, population health

You Are Here
🤝

Brokers & Consultants

Strategic partnerships to deliver differentiated solutions across your employer portfolio.

Co-branded analytics, competitive advantage

Why this matters: Our experience across employers, health plans, and broker partnerships gives us the flexibility and credibility to serve your diverse client base. We understand the broker value proposition and build tools specifically for your success.

Competitive Positioning

Why SonderMind vs.
Spring Health, Lyra, Modern Health?

Neuroscience + AI + Therapy in one platform. Works alongside EAPs or replaces them entirely—your choice.

Flexible Integration: Many of our broker partners position Total Brain as a comprehensive EAP replacement for cost savings. Others layer it on top of existing EAPs as a brain health and prevention layer that reduces downstream utilization. We support both approaches.

Capability SonderMind Total Brain Spring Health Lyra Health Modern Health
Neuroscience-Based Brain Training — — —
12-Dimension Brain Health Assessment Limited Limited Limited
Member-Facing AI Coach
Clinician oversight, voice+text
 Coaching (human)
AI Copilot(provider-facing)
 Coaching (human)
Purpose-Built Brain Training Wellness content CBT exercises Guided meditations
16K+ Provider Network (In-Person + Virtual) Virtual Only
Billed Through Commercial Insurance Employer-funded Employer-funded Employer-funded
Average Annual Engagement 40% 15-25% 15-20% 10-20%

Why This Matters for Brokers: You need differentiated solutions with outcomes data. We're the only vendor combining neuroscience + AI + therapy with quarterly analytics you can present at renewals to prove value and win competitive RFPs.

Sources: SonderMind enterprise client data | [ADD: Industry EAP engagement benchmarks - SHRM or similar] | Provider network data as of March 2026 | [ADD: Competitor engagement rates from internal research]

The Solution

One comprehensive solution.
Stress reduction. Access to care. Real outcomes.

Not everyone needs therapy, but everyone carries stress.
Total Brain Solutions measures it, trains against it, and builds lasting resilience, with seamless escalation to therapy for those who need it.

HIPAA Compliant SOC 2 Certified Enterprise-Grade Security

Brain Health & AI Coach

Neuroscience-based assessments, targeted brain training, and 24/7 AI coaching for stress reduction and resilience

12-dimension brain health baselineAI Coach for stress and resilienceBrain training and cognitive exercises100+ stress reduction tools

AI Connect

Intelligent escalation to therapy with commercial coverage when employees need more

Clinical triage & matchingReal-time scheduling16,000+ therapists & psychiatrists, nationwideBilled through existing insurance

Engagement & Population Insights

Structured programs and analytics to drive utilization and quantify impact

Program kickoff, onboarding & cadenced communicationsHR & champion enablementPopulation analytics & risk identificationFinancial impact & outcomes reporting
The Full Spectrum of Care

One platform. Every level of need.
Seamless escalation from self-care to clinical intervention.

AI intelligently detects when members need to escalate from digital tools to live therapy—no gaps, no friction.

70% of Members
🧠

Acute / Mild

Total Brain Solutions

Early detection & maintenance
Brain training & assessments
Engagement programming with live events
Brain-habit rewiring
100+ stress reduction tools based on 50+ use cases across emotion, feeling, cognition, and self-control
20% of Members
💬

Moderate

AI Coaching + Guided Support

Clinician-in-the-loop AI Coach
Personalized care pathways
Intelligent risk detection
Warm handoff to therapy
10% of Members
👥

Severe / Chronic

Live Therapy & Psychiatry

In-person or virtual therapy
16,000+ licensed providers
Psychiatry for medication
Billed through existing insurance

Intelligent Escalation: AI detects when users need more support and seamlessly connects them to the right level of care—no forms, no friction, no delay.

AI COACH

A personalized, clinically grounded AI companion.

Clinician-in-the-loop oversight. Purpose-built for mental health and to guide stress reduction. Available 24/7.

Voice & text, personalized & purpose-built for mental health
Recommendation agent and care pathways to support individual needs
Clinician-in-the-loop oversight across all interactions
Seamless escalation to therapy when clinical need is detected
AI Coach screens
BRAIN TRAINING & COGNITIVE RESILIENCE

Assess. Train. Reassess.
Build lasting resilience.

12-dimension brain health baseline. Targeted training for stress regulation, focus, memory, and emotional control. Measurable improvement over time.

Modular 12-dimension brain health & resilience baseline assessment
Brain exercises, resonant breathing, meditation, NeuroTunes
Periodic reassessment with progress tracking
26% reduction in stress, +14 focus, +12 planning
Brain training screens
REFLECTIONS, MINDFULNESS & GOALS

100+ tools to build
lasting mental fitness.

A comprehensive library of stress reduction exercises, brain training, breathing techniques, guided meditations, and resilience-building content.

Reflections

AI-guided journaling for clarity and emotional awareness

Mindfulness

Meditations, breathing exercises, and calming sounds

Goal Setting

Structured SMART goals with AI-powered tracking

Independent research: as little as 5 min/day of digital mindfulness reduces stress and burnout (JAMA Network Open, Mrazek et al., 2025; 1,400+ participants).

Self-care toolkit screens
Engagement

Driving engagement, not just access.

Our playbook achieves up to 40% annual engagement -- far beyond the 3-5% typical of traditional EAPs.

🚀

Program Kickoff & Onboarding

Structured launch with webinars, toolkit distribution, and leadership alignment.

Launch Webinar Welcome Kits Leadership Brief
📅

Cadenced Communications

Webinars, email campaigns, and challenges mapped to topics like stress, focus, resilience.

Stress Series Sleep Challenges Focus Workshops
👥

HR & Champion Enablement

Training and resources for HR leaders and internal champions to drive awareness top-down.

Champion Toolkit HR Training Messaging Guide
📊

Outcomes-Focused Reporting

Population analytics and financial impact analysis to quantify your return.

Monthly Dashboards ROI Reports Engagement Trends
POPULATION INSIGHTS

Insights uncover support needed.
The right support drives outcomes.

Comprehensive data to identify population improvements and needs -- then actionable programs designed to support them.

Insights + Trends

Summary engagement, self-care trends, therapy & psychiatry trends, population and cohort analysis

Actionable Programs

Campaigns designed from population data to support population needs and drive engagement

39%

Member engagement in 6 months

26%

Stress reduction reported

20%

Average CQ improvement

Sources: SonderMind enterprise client data (2024-2025) | [ADD: Link to full outcomes report if available]

Population insights dashboard
AI CONNECT

Seamless escalation to therapy or psychiatry for employees who need it.

AI Coach detects when users need clinical care and initiates a warm handoff with context
AI Connect matches providers based on clinical need, location, insurance, and 15+ preferences
Appointments available within 2 days. In-person and virtual therapy + psychiatry.
Billed through existing commercial insurance -- in the same app ecosystem
16K+
Licensed providers
50
States covered
150M+
Covered lives
130K
Sessions per month

Key Care Partners

UHC Aetna Cigna Anthem BCBS Humana

Sources: SonderMind provider network data (as of March 2026) | [ADD: Link to network coverage map if available]

Proven Results

Delivering the highest quality mental health care.

84%
Symptom reduction in 2 months
95%
Felt strong provider connection
5-7
Sessions to measurable results
9/10
Client satisfaction rating
15M+
Clinical assessments delivered

Outstanding Providers

In-person and virtual therapy + psychiatry. Delegated credentialing and quality oversight.

Efficient Access

Appointments available within 2 days. Match based on 15+ patient preferences.

Proven Outcomes

Clinically meaningful improvement in 5-7 sessions. Feedback-informed care platform.

Cutting-Edge Technology & Science

Mobile app with 24/7 self-guided self-care, AI Coach, and 100+ digital tools.

Sources: SonderMind internal data | [ADD: Link to detailed outcomes report]

Outcomes & ROI

We focus on outcomes for your success.

Stress Reduction

Measurable stress reduction through assess-train-reassess cognitive programs

26% Reduction in stress

+14 focus. +12 planning. 42% depression reduction.

Risk Reduction

Population risk identification and navigation into appropriate care pathways

$3K+ 2-Year Savings Per Member

40% of members currently don't get
needed mental health care.

Financial Impact

Quantified ROI via validated HPQ assessments across three pillars

3x Typical ROI

Presenteeism savings (largest driver).
Absenteeism claims avoided.

Sources: [ADD: Total Brain clinical studies citations] | HPQ-validated ROI analysis | [ADD: Link to research citations document]

Client Success Stories

Employers working with brokers like you are already seeing results.

45%
Engagement in Year 1
8,500
Employees (Financial Services)
6 Months
To measurable ROI
"Our broker brought us SonderMind when our EAP was hitting 4% utilization. Within 6 months, we saw 45% engagement and real data showing stress reduction across our workforce. This is the kind of solution that makes our benefits team—and our broker—look like heroes."
Confidential Fortune 500 Financial Services Company
VP of Total Rewards (Brought to them via top-tier broker)
9x higher than EAP baseline
28% stress reduction
Renewed for Year 2

Examples of Industries We Serve Through Broker Partnerships

🏦
Financial Services
🏭
Manufacturing
⚕️
Healthcare
💼
Professional Services

Sources: SonderMind enterprise client data (2024-2025) | Case study from confidential Fortune 500 client | [ADD: Link to case studies if available]
Note: Additional case studies with specific metrics available upon request from your SonderMind partnership team.

Partnership Benefits

What you get as a SonderMind partner.

White-glove support for your team. Co-branded tools for your clients. Dedicated resources to help you win and retain business.

🤝

Dedicated Broker Support Team

Direct access to a dedicated account team for RFP support, client presentations, implementation planning, and ongoing partnership success.

📈

Quarterly Population Insights with Next Steps

Regular insights delivered by a customer success manager who provides thought leadership and helpful suggestions for program success—outcomes data, engagement trends, and financial impact analysis you can present to clients at renewal time.

🎯

Marketing & Sales Enablement

Pre-built client presentation decks, one-pagers, case studies, and competitive battle cards to help you win new business.

⚡

Fast Implementation Timeline

Standard 60-day implementation with dedicated project management—no lengthy delays that put renewals at risk.

🏆

Competitive Intelligence

Regular competitive updates and positioning guidance so you know exactly how we stack up against Spring Health, Lyra, and others in live deals.

Our Team

Meet our team.

Deep expertise in behavioral health technology, clinical outcomes, and employee wellness program design & delivery.

VY

Val Young

VP, AI Products & Commercialization
CS

Claudio Stefan

VP, Growth & Partnerships
RS

Rachel Swerdloff

Head of Total Brain Corporate & Clinical Programs
JM

Jen Meyer

President
EG

Evian Gordon

Chief Clinical Officer, Total Brain
WK

Wes Knepper

VP, Clinical Excellence
SonderMind Total Brain Solutions
| Lockton

Ready to comprehensively reduce stress and
address employee mental health?

One platform. Stress reduction, brain training, AI coaching, self-care, therapy, and psychiatry. Measurable outcomes. No more point-solution fatigue.

SonderMind, Inc. Confidential. For authorized recipients only.

Appendix

Additional Materials & Resources

The Broker Advantage

What this means for your portfolio.

Each of your employer clients has unique population needs. Total Brain Solutions adapts to serve them all—from large enterprises to high-stress industries.

🏢

Large Enterprise

10,000+ Employees

National coverage, distributed workforce
Complex benefit ecosystems
Scalable engagement programs

We Deliver:

50-state provider coverage, custom onboarding, enterprise-grade security & compliance

💼

Mid-Market

1,000-5,000 Employees

Cost-conscious decision makers
Need high-touch support
ROI-driven buying process

We Deliver:

$3K+ ROI per member, quarterly business reviews, dedicated customer success manager

🏥

High-Stress Industries

Healthcare, Finance, Retail

Burnout and turnover epidemic
High acuity mental health needs
24/7 shift work schedules

We Deliver:

Brain training + resilience building, 24/7 AI Coach, seamless therapy escalation

Platform Capabilities at a Glance

4-6x

Higher engagement vs traditional EAP

24/7

AI Coach and digital tool access

50

States with provider coverage

60

Days to full launch

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