Benny is the AI agent that takes you from first conversation to bound policy in a fraction of the usual time. It captures the strategy conversation, then does the work in between — chasing carriers, gathering rates, compiling the comparison, drafting the memos and decks — while keeping you in control. Every discovery and renewal runs as one connected workflow with zero context lost. You make the judgment calls; Benny handles the busywork. And every conversation makes the whole workflow smarter, compounding across your book.
What Benny does
Chases carriers. Data requests, quotes, declinations, escalations, and missing responses. Benny keeps the requests moving so you're not the one tracking who owes you what.
Builds the comparison. Benny reads the carrier documents, normalizes the plan details, and spreadsheets the quotes into one comparison.
Drafts the deliverables. Client updates, carrier asks, BOR letters, proposals, and bind packets, in your firm's formats.
Works the reconciliation. Benny finds eligibility mismatches and prepares corrected files.
How a renewal runs inside Benny
Capture the strategy. The carrier the client won't move off, the contribution structure they need to hold, and the reason behind both.
Chase the data. Census and renewal information requested from carrier reps, not from your client.
Corral the carriers. Requests and follow-ups until the quotes are in.
Craft the proposal. The comparison and proposal in your format.
Close the renewal. The bind packet and the paperwork behind it.
Benny works through the renewal, then comes back to you when it needs your input.
Who Benny is for
Benny is built for benefits brokers and agencies in the U.S. It was built with five benefits brokerages, on real cases. See Which lines of business does Benny support? for current coverage.
Who owns the client relationship?
You do. You remain the broker of record, carriers pay you as they do today, and your book stays yours. See Who is the broker of record (BOR) when I use Benny?
How to get started
Benny isn't a sign-up-and-go tool, although it's far from a weeks-long implementation. Most firms are up and running in about a week, depending on scheduling. Your part of setup takes about two minutes, and our team white-gloves the rest. Book a demo to see it on sample data, or see How do I get started with Benny?