30 minutes. A walkthrough, not a discovery call.
The real artifacts. The agenda, the BOR and LOA letters, the plan comparison, the proposal — what Benny actually produces at each stage.
Nothing to install. Nothing to connect. No client data.
30 minutes with our team, focused on what’s relevant to your book.
We’ll be in touch shortly with a few times.You’ll meet the team that built it.
Someone from the founding team will email you within a few hours to set up your 30 minutes.
Already know when you’re free? Just reply to that email with a couple of times and we’ll lock it in.
Benny is an AI agent for benefits brokers. It takes a group case from the first client conversation to the bound policy, and does the work in between: the BOR and LOA letters, the carrier data requests, the spreadsheeting, the proposal, the bind packet. You do the advising.
We ask what you write. A Medicare book and a large-group book are different jobs. Knowing yours changes which parts we spend the time on.
We walk a case end to end. Prep, carrier marketing, analysis, proposal, bind — using a sample case, in the product and on screen. You see what Benny produces at every stage.
You ask the hard questions. You know how a case should go. That’s the part worth the 30 minutes.
We talk about your book. Only if you want to. There’s no obligation and nothing to sign.
Not in the demo. A full run takes Benny several hours of work, so we walk you through a case that’s already been run and show you how Benny works. Seeing Benny on your own book is the next conversation, not this one.
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.
