Benny is the AI agent for benefits brokers. It preps you automatically, builds the agenda, and surfaces the context that matters, so you walk in with a clear game plan. Then it captures the conversation without putting a bot in the room.
You run the meeting. Benny handles the rest.You have a group renewal strategy session at ten, a 1094-C question sitting in your inbox, and the phone is ringing with an urgent question.
Somewhere in the file is the reason this group won’t move off their carrier, and the contribution structure the CFO said they might consider.
Put Benny to work prepping that renewal meeting for you.You click the calendar event. A renewal strategy session, a finalist meeting, an AEP appointment, a first sit-down with a CFO. Benny connects the dots across every email, document and meeting attached to that relationship, then builds a tailored agenda and marks the questions it thinks are already answered, with the details waiting in your private talking points.
In person or on screen. Benny captures it without joining, and flags the questions that didn’t get answers before you walk out of the room. The moment the meeting ends, the workflow is ready to continue.
Benefits brokers watched the advisor world adopt bot-based notetakers, and watched what it did to client meetings. Your renewal strategy session. Your finalist meeting. The first sit-down with a CFO who is about to hand you their people’s coverage. Those are high-trust conversations, and plenty of them happen at a conference table rather than on a screen.
Benny gets in the room. Bots don’t.Benny pulls last year’s renewal documents, or the Benny project from the last time this group came around. The carrier they wouldn’t move off. The contribution structure they had to hold. The reason behind both, which is the part that usually lives only in your head.
Get a demoNo writing it up. No dictating notes in the parking lot on the way to the next one. By the time you’re back at your desk, the conversation has already become the start of the work.
Built from every email, document and meeting attached to that client, with the questions you need to ask and the ones Benny thinks are already answered.
The answers Benny already found, sitting where only you can see them. Your client never knows you looked them up on the way in.
Questions that didn’t get an answer, surfaced before you leave the room. Not discovered three days later when you need the number.
Everything that was said, organized. The decisions, the commitments, and the reasoning behind both, which is the part that usually lives only in your head.
You run the strategy, leverage your expertise, and focus on relationships. Let Benny handle the busywork.
