Built for Benefits Brokers

AI that connects the dots across your renewals and enrollments.

Every day at 6pm, Benny emails you a personalized brief to prepare you for tomorrow: meetings to prep for, outstanding commitments, and the news that moves your book.

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Benny Daily Brief
6:00 PM
BennyDaily Brief

Good evening, Dana. Here’s tomorrow at a glance.

Three meetings, but the 2:00 Harborline renewal is the one carrying risk. An open rate exhibit and a quote hold both land on it.

2:00 PM — Harborline Benefits renewal
45 min · 4 attendees · CFO joining
Two threads to have answers for
The Q4 rate exhibit you sent Jul 21 never got a reply. Marcus flagged it as the blocker on the 24th.
The Aetna quote is on hold pending the updated census. Underwriting has asked twice.
Still open across your book (2)
Stewardship deck for Cedarbrook, promised “by end of month” on the Jul 8 call.
Corrected enrollment file for Northstar. Carrier follow-up sent, no response in 9 days.
News for your lines (3)
Level-funded rate filings posted in your state for Q4.
Plus 2 more meetings, 3 news items ↓
What lands at 6pm

One email. Everything tomorrow needs.

Benny is the AI chief of staff that does the prep work for you. It pulls context from your calendar and recent email threads, and connects the dots so you walk in ready.

Your whole day, ranked

Every meeting on tomorrow’s calendar, ordered by what actually needs your attention first. Clear calendar tomorrow? Your inbox stays clear too.

Commitments still open

The rate exhibit nobody answered. The corrected file the carrier is still waiting on. Promises buried in email threads before they turn into a problem.

Tuned for brokers

Carrier, compliance, and rate news filtered to the lines you write and the clients you actually serve. Nothing from the industry firehose you don’t need.

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Before you connect anything

Here’s exactly how your data is protected.

Secure private cloud

Your data lives in a secure Contio workspace, owned by your organization and protected from day one. We bring the AI to your data, not your data to the AI.

Confidential to you

The calendar and email you connect are visible only to you. Your brief is yours. Nobody on your team and nobody at Contio reads it.

Read-only, always

Benny just connects the dots. It never sends, replies, deletes, accepts, or declines anything on your behalf. Disconnect any time.

FreeAICPA SOCSOC 2 certified for data protectionAbout a minute to set up