Ask across every case
Which renewals still need census data? Which carriers have not responded? What changed from last year? Your assistant can answer from the full record in Benny.
BENNY + CONTIO API + MCP
Connect everything in Benny to your AI tools.
Every client, case, carrier, census, plan, rate, email, document, meeting, decision, and deliverable in Benny — available to Claude, ChatGPT, Cursor, and anything you build.
Put your whole book of business to work.
Turn complete context into work
Draft a client update, renewal brief, carrier comparison, proposal, or enrollment checklist without rebuilding the context first.
Build the workflow your firm wants
Sync the systems your firm already uses, trigger work as a case changes, and create automations that follow your process.
Two ways to connect.
Hosted Contio MCP — one click. Point Claude, ChatGPT, or Cursor at Contio, and your assistant can securely use the Benny data your firm already has. No server to run and no case history to re-enter.
Build on the Contio API — or self-host MCP. Query and sync Benny data directly, build your own MCP server on top of the API, and use webhooks to react when a case or its work changes.
Everything in Benny. Ready to build.
Clients and cases
Relationships, case history, objectives, deadlines, and the context that follows each case from first conversation to bound policy.
Census and eligibility
The structured group, employee, and household data Benny has gathered, organized, and validated.
Carriers, plans, and rates
The options Benny gathers and analyzes across group, individual, and Medicare business.
Emails, documents, and meetings
The communications, files, renewal history, and meeting context connected to every relationship and case.
Decisions and deliverables
Recommendations, recorded rationale, comparisons, proposals, bind packets, and enrollment work — ready to use, not trapped in a summary.
Live events and secure access
Real-time webhooks, OAuth 2.1 + PKCE, and scoped, expiring tokens for automations you can trust.
Your data, your rules.
Contio does not send your Benny data to an outside AI model on its own. We do not record meeting audio, we do not train foundation models on your data, and no bot ever joins your calls.
Connecting your own assistant is your decision. Grant a scoped token, control what it can see, and revoke access at any time.
Building beyond your own brokerage?
The Contio MCP and User/Workspace APIs give you access to your own firm’s Benny data. If you are building an integration that works across multiple brokerages or Contio workspaces, use the Partner API.
Put Benny to work on your next renewal.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.