Benny privacy & security

Benny is built on a foundation of bulletproof security.

Benny runs on Contio’s secure private cloud—keeping your client and case data safe, your conversations private, and your Benny workspace protected by default.

Serious security.
Zero stress.

Benefits firms are stuck — they know they need to leverage AI to win the future, but they can’t afford for sensitive client, employee, carrier, and plan data to get used in model training, and potentially leaked to competitors, or worse.

Meanwhile, legacy AI notetakers shoot your data across the wire to the big AI labs, who are on CNBC every other week talking about how desperate they are for more data to train models. And these firms haven’t exactly been trustworthy in that regard.

Benny is built on Contio, which was architected from the ground up to create a physical barrier between your data and AI foundation model training. We brought 100% of the AI processing behind Benny into our secure private cloud, using a mix of open-source and proprietary models running on cloud infrastructure we control.

Secure Private Cloud

Your Benny data lives in a secure Contio workspace, owned by your organization and protected from day one.

Personal Knowledge Base

Data you connect to Benny from your Google or Microsoft account is only visible to you and never gets shared with your team unless you decide to.

Workspace-Level Security

Everything in your Benny workspace is private by default. When you’re ready to share, it’s one click to loop in clients or other guests.

A Benny client meeting changing from secret to securely visible within a workspace

Transparency when you want it. Privacy when you need it.

Benny helps break down knowledge silos inside your brokerage by putting meeting notes and action items at your team’s fingertips. Or with a click, you can make a meeting secret — and that meeting disappears from search and analytics entirely.

A muted microphone protected by a security shield

Want every moment of your life on tape? We’re not for you.

We believe in a future where Benny can produce incredible first drafts from your client conversations, without every word you say being recorded until the end of time.

Through Contio, Benny processes meeting conversations in real time; we never store or record audio of your meetings in the cloud. If we need to buffer audio, we encrypt it and store it on your local device.

The result? We couldn’t play back your meetings for you if you asked us to…and that’s how we like it.

AICPA SOC for Service Organizations badge

SOC 2 Type II certified.
Security you can count on.

Contio—the secure platform Benny is built on—has achieved SOC 2 Type II certification, with rigorous independent validation of our security, availability, and resilience.

It’s a rigorous bar. We’re proud to meet it.

Frequently Asked Questions

Benny is built on Contio’s distinctive security architecture to protect your data at every turn. Here’s how it works — and what makes Benny different.

How does the Contio Secure Private Cloud work?
Contio keeps Benny’s AI processing inside our secure private cloud, using a mix of open-source and proprietary models on infrastructure we control. Customer meeting and case data is kept out of the foundation-model companies’ training pipelines.
What happens when I connect my Google or Microsoft account?
Connected data Benny uses is kept in your Personal Knowledge Base. It is visible to you and is not shared with the rest of your workspace unless you choose to share it. Learn more about how Contio works with your tools.
Are my meetings recorded by Benny or Contio?
No. Benny uses Contio to process conversations in real time and create notes, action items, and insights, but neither Benny nor Contio records or stores meeting audio.
Will you use my data to improve Benny or Contio?
Your meeting audio and Benny workspace content are not used to train foundation AI models. Our Privacy Policy explains how Contio handles and protects customer information.
Will you train foundation AI models on my data?
No. Contio does not use customer data to train foundation AI models, and Benny’s AI processing happens within our secure private cloud.
How is my Benny data protected?
Benny is protected by Contio’s private-cloud processing, workspace-level access controls, personal knowledge boundaries, and independently validated SOC 2 Type II controls. For current technical details, contact [email protected].
How do I report a security vulnerability?
Please email the details to [email protected]. Our security team will review your report directly.

Put Benny to work on your next renewal.

You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.