Contio

Benny is the AI agent that takes you from first conversation to bound policy in a fraction of the usual time, with you in control of every judgment call.

What is Benny?

You are. The BOR, your commissions, and your client relationships stay 100% with you and your agency. Benny works for you in the background.

Who is the broker of record (BOR) when I use Benny?

All of them. Benny works across every line of business and every market and funding type, because there are parts of each one Benny can automate.

Which lines of business and plan types does Benny support?

How to see Benny, what happens on your implementation call, and how pricing works.

How do I get started with Benny?

Benny does the legwork of a renewal, from kicking it off to building the proposal. You stay in total control of advice, decisions, and anything that goes to your client.

What does Benny do on my behalf, and what stays with me?

SOC 2 Type II, 100% private cloud AI processing, no recorded audio, and your data is never used to train AI models.

How does Benny keep my clients' data private and secure?

Angie O'Hara

Everything about Benny, the AI agent for benefits brokers: how it works, getting started, lines of business, and data privacy.

Benny for Benefits Brokers

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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