LIVE DEMO — BENEFITS BROKERS
Every fall, a benefits brokerage becomes a call center — the same plan questions, client by client, employee by employee. The AI answers every call and chat, 24/7, from each client’s plan documents exactly: coverage basics, deadlines, enrollment steps — and routes claims and personal-health matters straight to your people.
Free personal demo in your inbox in ~2 minutes · no sales call · built for YOUR team

Enrollment-season chat volume answered from the right plan documents — while your team advises.
Three moments from a typical benefits brokers front office — handled while your team does the human part.
An employee comparing plans asks what the mid-tier option covers for dependents. The AI answers from that employer’s plan summary exactly, and links the enrollment portal before the break ends.
Elections lock at midnight and the calls triple. Every one answered — steps, deadlines, document lists — identically, from the right client’s materials, no hold queue.
An office manager unhappy with her current broker calls. The AI explains your published services, captures group size and renewal date, and books the meeting with a producer.
The question storm answered from plan documents — your consultants keep the advisory conversations, not the FAQ.
Coverage, deadlines and steps from the published summaries — the claim guard blocks anything the documents don’t say.
Client renewal meetings and new-business consultations booked into producers’ real calendars, briefs attached.

The demo answers the dependent-coverage question, the deadline panic and the prospect call — configured for a benefits brokerage. Your personal version arrives in ~2 minutes, built from your website: your clients’ structure, your services, your producers.
Real question types from this business — and what the AI does with each. Grounded in YOUR approved knowledge: no source, no claim.
Answers what the plan summary publishes — exactly — and routes the specific-claim question to your service team.
Reads that employer’s published enrollment rules verbatim, and routes exceptions to your consultants.
Captures group details completely — size, current coverage, renewal date — and books the producer conversation.
That is the claim guard’s job: the AI answers only what the plan documents you load actually say, cites where it came from, and routes everything else to your consultants.
The AI never asks for or discusses personal health details — those conversations route to your licensed staff immediately. And the system runs fully on-premises on servers you own, where required.
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This demo is the AI that answers — phone, chat, quotes, bookings. The work INSIDE your benefits brokerage — documents, tasks, procedures, automations — is Back Office AI, specialized for Human Resources. Most companies run both: one AI answering, one AI executing.
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