Benny is the AI agent for benefits brokers. It builds a proposal that is uniquely your firm’s. Rebuilt it on command when the client needs something different. And all the data is at your fingertips for enrollment.
The rates come out of one system and the plan designs out of another. The comparison gets assembled by hand into your firm’s template, checked 3x because a wrong number is a real problem, and rebuilt the moment anything changes.
Let Benny build it for you, and make it uniquely yours.
How Benny works
Craft the proposal. Close the deal.
Stage 1Capture the strategy
Stage 2Chase the data
Stage 3Corral the carriers
Stage 4Craft the proposal
Stage 5Close the deal
1
The proposal
Benny
Your branding, your colors, your format, with the rates in a spreadsheet behind it. Not a quoting engine’s template with your logo dropped in the corner.
2
The solution review
Benny draftsYou send
Benny drafts the scheduling email and you send it. Then it watches for the reply, books the meeting and preps the agenda. You run the room. Contributions in fixed dollars or percentages, employee cost against participation rate, final carriers and plans.
3
Bind and enroll
Benny draftsYou send
If there’s existing coverage and no signed BOR on file yet, Benny finds the group IDs on the carrier invoices and drafts the letters for you to send. Then the enrollment package: one canvas with everything in one place, the final census XLSX ready for carrier or benadmin upload, and the carrier PDF forms and web portal entries filled in.
What Benny delivers
What lands on your desk.
The proposal, in your branding
A client-ready proposal built in the format your firm already uses.
✓
The rate spreadsheet behind it
The numbers behind every recommendation, organized and ready to review.
✓
BOR and LOA letters, signature-ready
Group IDs filled in and every carrier letter assembled into one PDF.
✓
The enrollment package canvas
Everything required to move from the decision to enrollment in one place.
✓
The final census XLSX
Validated and ready for carrier or benadmin upload.
✓
Carrier PDF forms, filled in
The forms are completed and waiting for your review.
✓
Web portal entries, filled in
The same validated case data carried into every required portal.
✓
Drag in a carrier census. Benny fills it.
Turn a carrier-formatted spreadsheet into finished work.
Put Benny to work on your next renewal.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.
