Benny handles the grind. You stay in total control.
What Benny does for you
Kicks off your renewals. Benny scans your book of business and gets each renewal started for you, so nothing waits on you to remember it.
Preps your meetings. Benny gets you ready for each client conversation and makes sure no question goes unanswered.
Gathers and normalizes the census. Benny requests renewal data from carrier reps, not your client, and can pull the census from Employee Navigator. Then it cleans up and normalizes the census so it's ready to quote.
Goes to market for you. Benny writes the RFPs and gathers the carriers, plans, and rates. It follows up about every two days until the quotes and documents are in.
Builds the comparison. Benny reads the carrier quotes and plan documents and spreadsheets them into one comparison.
Drafts your client and carrier emails. Updates, carrier asks, and follow-ups, ready for you to review.
Builds customized proposals with your branding. Plus BOR letters and bind packets, all in your firm's formats.
Makes enrollments and terminations easy. Benny pulls together all the data you need, so the paperwork after the renewal doesn't become its own project.
What stays with you
The advice. Plan recommendations and strategy are your calls. Benny comes back to you when it needs your input.
Your client conversations. Benny drafts; you review and decide what reaches your client.
Signatures and BOR letters. BOR letters go out as a PDF from your own email for your client to sign.
The BOR and your commissions. See Who is the broker of record (BOR) when I use Benny?
Does Benny join my meetings?
No. There's no bot sitting in on your client meetings, and we never record or store meeting audio. Benny works in person too.