Step 1: See it in action
Book a demo. It's a 30-minute call with the Contio founding team. We walk through a renewal inside Benny using sample data, so you see exactly how it works without sharing any of your clients' information.
Step 2: Schedule your implementation call
If you like what you see, we'll schedule your implementation call. Our team takes the lead from there and white-gloves the setup: we set up your Benny account for you, review how your firm runs a renewal, and adapt Benny to your formats. There's nothing to configure on your own.
Step 3: Connect and let Benny get to work
On the implementation call, you only need to do two things: connect your Microsoft or Google account, and install the Contio app. That's it. Benny scans your book of business, gets to work, and runs its first renewal.
This is far from a weeks-long implementation project. Most firms are up and running in about a week, depending on scheduling.
Help every step of the way
You're never on your own. Our AI services team is there to help every step of the way, from your implementation call to your first renewal and beyond. Whenever you have a question, just reach out.
Can Benny help me with the rush of 1/1 renewals? It's my busiest season.
Yes! Renewal season is exactly what Benny is built for, and it's the best time to put Benny to work. Here's why you shouldn't wait:
You'll be up and running before the rates land. Our team sets up your account, you connect your email and install the app, and most firms are running in about a week, depending on scheduling. Start now and Benny is already working when the new rates start rolling in.
Benny takes the work that piles up in Q4. Carrier data requests, follow-ups, quote comparisons, proposals, and bind packets. Benny chases the carriers so you're not the one tracking who owes you what.
More renewals, same team. No seasonal hire to recruit and train in the middle of the rush. Benny helps you run more business with the team you already have.
It doesn't stop at 1/1. Benny also works eligibility reconciliation, the clean-up that follows every renewal season.
Waiting costs you a season. If most of your book renews 1/1, waiting until after the rush means waiting to see what Benny can do on your biggest renewals. And every renewal Benny runs makes it smarter about your firm for the next one.
What does Benny cost?
Benny is priced as an affordable, firm-wide flat fee. The right plan depends on your firm and the lines you write, so we cover pricing on your demo call. Book a demo to get the details.
Can I sign up on my own?
Not yet. Every firm runs renewals a little differently, so we set Benny up with you rather than offering a self-serve sign-up. Booking a demo is the fastest way in.
To learn more about Benny, visit the What is Benny? article.