Chases carriers
Chases down every quote, declination, escalation, and missing response across the book.
Built for Benefits Brokers
Put Benny to work on your next renewal.
Benny is the AI agent for benefits brokers. It takes you from first conversation to bound policies, in half the time.
Give Benny the busywork. You focus on the relationships.Judgment in. Work out.
Benny handles the grind. You stay in total control.
The client conversation sets the direction. Benny does the busywork between meetings, then gives you the client-facing drafts to review, or critical decisions to make.
Builds the comparison
Parses each carrier’s documents and normalizes the plan details that actually matter.
Drafts the deliverables
Creates the client updates, carrier asks, BOR letters, proposals, and bind packets in your firm’s format.
Works the reconciliation
Finds eligibility mismatches and prepares the corrected files and follow-up needed to close them.
Northstar Manufacturing
Live2027 Group Renewal
StrategyRationale captured
Carrier marketing4 of 6 quotes received
Comparison matrixDraft building
EligibilityReady after bind
One Benny. Every line of business.
Benny lets you build a simple and powerful agentic process across all the clients and carrier lines you serve — for every renewal or new client.
One client. Five stages. Zero context lost.
Every case is different. Benny allows you to create a smooth, consistent process that handles every curveball a client or carrier can throw at you.
- 1
Capture the strategy
Meet with the client, hear their concerns, drop in documents, and connect the dots across emails. Benny is there to prep your meetings, and capture the context for you — without an annoying bot joining your calls.
- 2
Chase the data
Benny often has all the context it needs. But if not, Benny chases it all down — past renewals, bills, census, BOR letters — and validates it too. No more dropped balls — email drafts drop into your inbox to nudge people along.
- 3
Corral the carriers
Benny gathers plans and rates for all of your lines — from data feeds, or by generating detailed carrier RFPs for you. Smart draft responses to clarifying questions drop into your inbox. Benny nudges carrier reps along for you until you have the full picture.
- 4
Craft the proposal
Benny analyzes all the options against your strategy. You use your expertise to decide which of Benny’s recommendations to accept or edit. It all flows into a beautifully-crafted proposal uniquely crafted for your firm.
- 5
Close the deal
Deal with plan design decisions. Then Benny helps you finalize everything, create bind packets for carriers, or terminate old coverage. All the data is prepped and ready for next year’s renewal.
Run more business with the team you already have.
Every client is high-stakes, high-effort, and tight-margin. That effort-to-revenue ratio is the ceiling on how many a producer can carry well. Benny carries the strategy through the work, so your team can serve more clients while maintaining your high standards of service.
Get a demoBulletproof privacy and security
Keep your book of business far away from public AI.
100% of Benny’s AI processing happens in our secure private cloud, behind a physical barrier that protects it from foundation model training. We also never store or record meeting audio in the cloud.
We bring the AI to your data, not your data to the AI.Privacy & security
- SOC 2 Type II Certified
- Zero-recording architecture
- 100% private cloud AI processing
- Data is never used to train foundation models
CompoundingYour firm gets smarter. The knowledge stays.
Every meeting makes the next renewal, the next client, and the whole book smarter. The intelligence makes the entire firm more effective, instead of being trapped in one person’s memory.
Onboarding
A new producer inherits rich client account history, and starts with powerful context that never made it to the CRM.
Handoffs
Reassign a client without losing the decisions, carrier history, rationale, or open commitments.
Departures
When a producer leaves, the firm’s institutional memory and client relationships stay behind.
Put Benny to work on your next renewal.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.