Benefits Assistant
Ask any question of a group contract and get the answer with the clause, in about a minute.
Why it matters
Account managers and call teams hunt through policies, riders and amendments to answer eligibility and portability questions, and answers differ by who looked.
How the solution handles it
Agents index every case’s contracts by effective date, route each question to the right case and version, find the clauses and write a short answer with every line cited. The account manager confirms anything sent outside.
How a question moves
Four agents index, route, find and answer, citing every clause; an account manager confirms before anything is sent.
What it reads, and what it hands back.
What goes in
- Group policies and riders
- Certificates and SPDs
- Amendments by effective date
- Rate and plan summaries
What comes out
- Cited answer
- Clause links by version
- Escalations to the account manager
Who uses it
The difference, in numbers.
Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.
“Target” = design goal, measured in the live solution · “Estimated” = our estimate · agents = the live solution’s configuration
4 specialist agents. One person decides.
More in this division.
Every broker RFP and census becomes a clean, quote-ready case the same day, every gap flagged.
Enrollment & EOIEvery enrollment matched to the plan, and every amount above guaranteed issue held for EOI review.
Disability ClaimsEvery disability claim built, cited and decided well inside the 45-day ERISA clock.
Build this
for your team.
We’ll show Benefits Assistant running on your own documents.