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Built for Benefits Brokers

The tidal wave of renewals is here. Benny creates a sea of happy clients.

Benny is the AI agent you hire into your benefits firm. It takes you from client conversation to renewed policy, in half the time.

Backed by our AI services team. Adapted to fit your firm.
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Up and running in as little as a week. We handle the setup.
AJ Little, President of CORE Employee Benefits

“This thing is so smart. It works like magic.”

— AJ Little, President, CORE Employee Benefits
An agent on your team

Give Benny the work. Get back to your clients.

You’ve uploaded a file to a chatbot and watched it turn into something useful. An agent takes the next step: Benny works through the renewal, then comes back when it needs your input, review, or a decision. You don’t have to sit and watch it work.

Chases carriers

Chases down every quote, declination, escalation, and missing response across the book.

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.

Halden Outdoor

2027 Group Renewal

Live
StrategyRationale captured
Carrier marketing4 of 6 quotes received
Comparison matrixDraft building
EligibilityReady after bind
Your AI services team

A little of your time.
A lot off your plate.

Benny can be up and running in as little as a week. Our AI services team handles the setup, with a light time commitment from you.

Connect your Microsoft or Google account, show us how you handle a renewal, and share the formats you already use. We do the work to fit Benny to your firm while you keep serving clients.

The fit keeps getting better as Benny gets to work. Our team stays behind the scenes to refine the workflows and keep things moving. That’s what white glove means: we do the heavy lifting.

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Lines of business

One Benny. Every line of business.

Small group

Large group

Self-funded & level-funded

Individual ACA

Medicare

ICHRA

Benny also runs association plans and ancillary lines: dental, vision, disability and life.

How Benny works

One client. Five stages. Zero context lost.

Your firm sets the strategy. Our team adapts Benny to your process. Benny carries the context through each stage and brings the decisions back to you.

  1. 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. 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. 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. 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 polished proposal built in your firm’s format.

  5. 5

    Close the renewal

    Deal with plan design decisions. Then Benny helps you finalize everything, gather the enrollment data for carriers, and terminate old coverage. All the data is prepped and ready for next year.

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.

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Bulletproof 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
Compounding firm intelligence

Benny gets smarter. Your firm keeps the knowledge.

Every month, Benny builds on what it knows about your clients, carriers, and the way your firm works. Your feedback and our AI services team refine the workflows, so each renewal starts with more context than the last. That knowledge stays with your firm.

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. Hire Benny to handle the busywork.