Efficiency
Reduce repetitive work
Move routine calculations and evaluations out of the manual workflow so advisors can spend more time on client needs.
About BenefitsTec
BenefitsTec's story, mission, and team content presented in the same visual system as the home page.
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BenefitsTec
About us
About BenefitsTec
Simplifying renewals, amplifying value
Many hours are often spent analyzing numbers during the renewal process. This annual cycle of complex calculations and evaluations is redundant and, when done manually year after year, prone to errors. BenefitsTec was created to remove repetitive, time-consuming tasks so consultants and brokers can focus more of their time on clients' needs.
BenefitsTec's core innovation is its ability to replicate the analytical expertise of analysts and underwriters, bringing greater efficiency and consistency to renewal analysis. By systematizing the assessment of multiple factors, the platform automates the routine aspects of the renewal process and delivers detailed reports and recommendations within minutes.
Founder perspective
BenefitsTec is described on the live site as a game-changing solution that translates the analytical methods of underwriters into a standardized framework that can be applied across renewal processes and client scenarios.
Quoted on the current site
Richard Polak
Consistency
Replicate underwriter expertise
Capture analytical methods in a repeatable framework that improves consistency across renewal reviews.
Scalability
Apply across renewal scenarios
Use one standardized approach across multiple clients and renewal processes to create a more scalable advisory operation.
Mission statement
Technology and expertise working together
BenefitsTec's mission statement focuses on revolutionizing the employee benefits insurance landscape through technology, streamlining underwriting and claims experience evaluations, and giving brokers and consultants a more seamless and insightful renewal experience.
The current site also emphasizes extending these benefits beyond medical renewals into disability, dental, and other insurance products, while helping professionals focus more on strategic decision-making instead of repetitive processes.
01
Streamline complexity
Simplify underwriting and claims experience evaluations so the renewal process becomes easier to navigate.
02
Create a repeatable framework
Translate expertise into a comprehensive and repeatable framework that brokers can apply more consistently.
03
Empower strategic advising
Give employee benefits professionals more time and better information so they can elevate the value they deliver to clients.
BenefitsTec team
Leadership built from industry experience
The live site presents BenefitsTec as a team of seasoned professionals with experience across employee benefits consulting, administration, operations, finance, and marketing.
Richard Polak
CEO
Former leadership roles at MetLife, Deloitte, and Mercer, with additional experience building IBIS Advisors and serving industry organizations.
Lori Koebel
Head of Operations
Background in accounting, analysis, operations, and over 15 years of domestic and international benefits experience.
Jason Ciment
Head of Marketing
Leads digital marketing strategy with a background in search, social media, traffic generation, and lead generation.
Lawrence Brown
CFO
Fractional CFO and startup finance leader with experience supporting growth, strategy, and fundraising across many companies.
Final CTA
Join us in reshaping employee benefits renewal analysis
The current About page closes by inviting visitors to help reshape the employee benefits insurance landscape through a more streamlined and technology-enabled future.