Streamline a costly renewal process
Simplify a traditionally complex manual analysis process and create a more structured path from renewal data to client recommendations.
We Analyze, You Advise
Next generation employee benefits renewal analysis for consultants and brokers
BenefitsTec is an AI solution aimed at streamlining and enhancing the client renewal process for employee benefits brokers and consultants. It simplifies a traditionally complex manual analysis process, speeds renewal review, and helps teams deliver stronger strategic insight to clients.
90%
reduction in annual renewal processing time
AI-driven
analysis that expedites the renewal process
Strategic
insight for better client recommendations
Renewal Overview
Q4 Client Analysis
Medical renewal change
+6.4%
Analyst time saved
89%
Comparison completeness
High
AI summary
BenefitsTec streamlines the traditionally costly renewal analysis workflow and helps consultants move from manual comparison toward faster, more precise review.
Workflow
1
Collect renewal inputs
2
Analyze plan changes
3
Advise clients clearly
Current costly renewal process, modernized
Reduces annual processing time by 90%
Built for employee benefit consultants and brokers
Why BenefitsTec
What we do
BenefitsTec streamlines and enhances the client renewal process for employee benefits brokers and consultants by replacing slow manual review with AI-assisted analysis.
Expedite analysis with AI
Use AI-driven analysis to review renewal changes at a fraction of the time required by traditional manual processes.
Improve precision and insight
Bring greater precision and strategic insight to employee benefit consultants so they can better serve their clients.
How it works
How BenefitsTec works
BenefitsTec helps teams move from traditional manual analysis to a faster and more insightful renewal workflow.
Step 01
Upload renewal data
Workflow
Gather the renewal data, plan information, and supporting inputs used in the annual client renewal process.
Step 02
Review AI-powered analysis
Workflow
BenefitsTec analyzes plan and pricing changes with AI, reducing manual review time while improving consistency.
Step 03
Prepare client recommendations
Workflow
Use the output to support clearer recommendations and stronger advisory conversations with clients.
Who it’s for
Who BenefitsTec serves
BenefitsTec is built for organizations that want to reduce manual renewal work and improve the quality of their benefits consulting process.
Employee benefits brokers
Speed up annual renewal analysis and better manage high volumes of client renewals.
Benefits consultants
Gain more precision and strategic insight to better advise clients during the renewal cycle.
Advisory organizations
Reduce labor costs while delivering a more consistent and scalable renewal process.