The Work That Slows a Benefits Broker Down
Telling every employee when a plan changes. Comparing carrier quotes by hand. Cleaning up a census before it goes to market. It's slow, it's repetitive, and a single wrong number costs you a re-quote — or worse, a client's trust.
Three Workflows, Built for Benefits
Benefits Change Communication
Draft the employee announcement, FAQ, and email sequence in minutes — every date and figure checked against the source, never invented.
Group Plan Comparison
Upload two or more carrier quotes and get a side-by-side that goes past premium — out-of-pocket exposure, deductibles, and (in Canada) per-benefit maximums.
Census Validation
Upload the employee census and catch the broken rows — missing data, impossible dates, bad coverage tiers, duplicates — before the carrier rejects or re-rates it.
Three Tools, One Promise
Benefits Change Communication
When a client's plan changes — renewal, carrier switch, redesign, open enrollment — you have to tell every employee, clearly and without mistakes. This drafts the announcement, a matching FAQ, and the email sequence, in plain language employees understand. It won't invent a date or a dollar figure; every number is checked against the source.
Group Plan Comparison
Upload two or more carrier quotes and get a clean side-by-side that goes beyond premium — out-of-pocket exposure, deductibles, and per-benefit maximums for the Canadian market. Every figure is calculated, not guessed, so you can advise with confidence instead of rebuilding a spreadsheet.
Census Validation
Upload the employee census and get a report of exactly which rows and fields are broken — missing information, impossible dates, bad coverage tiers, duplicates — before it goes to the carrier. Catches the errors that get a census rejected or re-rated, saving you the round-trip.
Verified by Code, Not Trusted on Faith.
The AI reads, assists, and drafts — but it never does the math and never makes up a number. Every figure either traces back to a source document or is calculated in code. When something can't be determined, it's flagged for you to confirm, not guessed. That's the reason you can trust it on real client work.
The code does the math
Every number in a comparison is calculated deterministically — never generated by the AI.
Nothing is fabricated
Figures trace back to the source quote or census. What can't be grounded gets flagged, not filled in.
Built for both markets
Knows whether you work in Canada or the US and applies the right rules — automatically, no manual switching.
Benefits stays separate
A focused workspace for benefits work — kept distinct from your other lines of business, with the right rules for your market.
See Benefits in Action
Watch how Broker Agentx handles a real benefits workflow — start to finish.