Benny is the AI agent for benefits brokers. It sends the data requests, follows up until the data lands, reads whatever comes back in whatever format it arrives, and builds the comparison. Small group, large group, individual, Medicare.
You make the calls. Benny does the legwork.There’s so much data to track down for each of your client cases — the census, the AGI, the prescriptions, the BOR letters — it’s endless. Benny handles the chase, gently nudging your clients and buttonholing your carrier reps until it all arrives.
Let Benny chase the details for you.This one forks on how you work.
Quoting first? Benny drafts a warm note asking for the employee census and current plan documents. Blank spreadsheet attached, any format they already have accepted.
Getting a BOR or LOA signed up front? Benny drafts the ask for group plan IDs, watches for the reply, and assembles every letter into one signature-ready PDF.
Either way it’s your name on the email and your finger on send.
On the BOR path, this is where Benny stops asking your client and starts asking the carrier. Census, last renewal summary, SBC, last invoice, summary plan description, Form 5500 or 1094-C for the large ones. To the rep, not to the person who hired you.
Three nudges, two days apart. Then Benny alerts you to intervene. It won’t wear out a carrier rep with your name on the email, and it won’t quietly forget either.
Whatever comes back, in whatever format it comes back in, gets read and organized. Benny builds the census and the client brief, and tells you what’s still missing.
Approaches worth exploring. The primary medical route. Ancillary scope. Continuation or remarket, line by line. HRA modifiers. This is the first real decision point in the case, and it stays yours.
Small group. Benny pulls every eligible carrier plan and rate for the situation, per person, for everyone on the census.
Large group. Benny identifies the eligible carriers, checks network suitability, recommends who to write RFPs for, and writes them. You edit or approve the first one. Benny writes the rest the way you would.
Cost comparison, contribution impact, plan design, employee impact, network disruption. Every carrier Benny eliminates comes with a recorded reason, and you can put it back.
Out of the box, Benny drafts and you send. Nothing goes out with your name on it that you haven’t read.
Turn on autonomous emails to your carrier reps when you’re ready. Most brokers start there. How far you go is your call, and you can change it on any case.
Put Benny to work for you. Stay in complete control.
These aren’t summaries of what Benny did. They’re the documents themselves, built and waiting on your review.
Every carrier’s letter assembled into one signature-ready PDF, with the group IDs already filled in from your client’s reply.
Whatever came back, in whatever format it came back in, read and organized. Benny tells you what’s still missing before you go to market.
Approaches worth exploring, the primary medical route, ancillary scope, and continuation or remarket line by line. You edit it or approve it.
Cover letter, group profile, timeline, census, demographic profile, intended plan design. You approve the first one and Benny writes the rest the way you would.
Cost, contribution impact, plan design, employee impact and network disruption, with the rates in a spreadsheet behind it.
Recorded, not silent. If Benny eliminated one you’d have kept, you put it back in a click.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.
