30 minutes. A walkthrough of how Benny works, and understanding how it applies to your unique firm.
A plan to see the work. Talk through free renewals from your own book and how we use them to set a fixed annual fee.
A light lift to get started. Benny can be up and running in as little as a week. Our AI services team handles setup and keeps your time commitment light.
“This thing is so smart.
— AJ Little, President, CORE Employee Benefits
It works like magic.”
30 minutes to see Benny work and talk through getting your firm started.
We're looking forward to learning more about your firm.
Benny is an AI agent you hire into your benefits firm. It carries the work from client conversation to renewed policy: carrier requests, comparisons, proposals, and enrollment prep. It comes back for your input and decisions. You do the advising.
Contio delivers Benny as a managed service. You show us how your firm works; our AI services team handles the setup. We keep refining the workflows as you use Benny, with a light time commitment from your team.
We learn how your firm works. We ask about your book, your team, and the work that consumes the most time. That context shapes what we show you.
We show you how Benny works. We walk through a renewal and show where Benny works independently, where it needs your judgment, and how our AI services team supports your firm.
You ask the hard questions. Bring the edge cases, workflow questions, and concerns that matter to your team. We’ll answer them directly.
We map out your free renewals. If there’s a fit, we plan a set of renewals from your own book for Benny to run at no cost. That work lets us quote a fixed annual fee for your firm.
Not in the demo. We’ll show you how Benny works in the product, but we won’t connect your systems or use client data. If there’s a fit, the next step is a set of renewals from your own book, run with our AI services team at no cost.
No. Nothing to install and nothing to connect. You don’t need an account to see this.
Nothing. No data, no setup, no account.
A walkthrough — some slides, and the live product. We want to learn about you and your business, and answer your questions.
Every stage of a case runs the same way regardless of line — prep, data, carrier marketing, analysis, proposal, bind. Tell us what you write and we’ll focus there.
Someone from the founding team that built Benny. We’ll also explain how our AI services team installs Benny and stays involved as your firm uses it.
In as little as a week. Our AI services team handles the setup and adapts Benny to your firm. We get it working, then keep refining the workflows as you use it. Ongoing help is part of the service.
We keep your time commitment light. You connect your Microsoft or Google account, show us how you handle a renewal, and share the formats you already use. Our team does the setup and adaptation while you keep serving clients. Once Benny is working, your team still owns the advice, reviews, and key decisions.
No. Benny works through the case and comes back when it needs your input, review, or a decision. It starts by drafting emails for you to send. You can enable autonomous carrier follow-up when you’re ready; client communications and key decisions stay with your team.
We agree on a set of renewals for Benny to run at no cost. We use that work to model the AI usage per renewal, then factor in your clients and producers to quote a fixed annual fee for Benny and our AI services team. You see the work and the price before deciding to hire Benny.
Benny builds on your firm’s client history, preferences, and feedback. Our AI services team keeps refining the workflows with you, so Benny fits your firm better each month. Your data is not used to train foundation AI models.
