BenefitAgent.ai
Case study Trust Request access →
Private beta — Q3 2026

Group health renewals.
Five minutes, not five weeks.

BenefitAgent.ai turns a renewal packet — carrier letter, census, claims experience — into a complete quote comparison, RFP marketing package, and client-ready presentation. Built for the benefits agencies and self-funded employer groups that handle their own renewal review.

Request access → See a live case study

For benefits agencies and self-funded employer groups, 50–500 lives.

benefitagent.ai — agent run
$benefitagent run packet.zip
[1/7]Loading renewal packet ........... PyMuPDF + Claude vision
[2/7]Configuring agency template ...... 12 custom fields
[3/7]Cleaning census data ............. pandas / 200 employees
[4/7]Computing risk metrics ........... 87% LR, 4 large claims
[5/7]Generating alternate quotes ...... Claude Sonnet 4.6
[6/7]Validating output schema ......... pydantic ok
[7/7]Rendering deliverables ........... 3 files
· quote_comparison.pdf
· rfp_marketing_package.docx
· client_renewal_deck.pptx
✓ Complete — 4 min 12 sec
BAA-ready HIPAA-eligible infra Zero data retention SOC 2 — Q1 2027 Trust & infrastructure →
Inputs
A producer's renewal packet, exactly as it arrives from the carrier.
renewal_letter.pdf Carrier renewal notice — view sample census.csv Employee & dependent roster — view sample claims_experience.xlsx Trailing-12 paid claims — view sample
Case study · 001

One packet in. Three artifacts out.

ACME Corporation — 200 lives, Naperville IL. UnitedHealthcare 2026 renewal carrying a +14% composite increase. Below, the agent’s unedited output.

200
Lives in scope
< 5 min
Agent runtime
+14%
Renewal impact
01 Quote comparison PDF — chart and plan design table
PDF 5 pages
Quote comparison
Side-by-side carrier analysis with annualized cost impact and family-tier visualization.
Open PDF →
02 RFP marketing package cover letter and group profile
DOCX 5 pages
RFP marketing package
Cover letter, group profile, claims summary, RFP questions, carrier checklist.
Open DOCX →
03 Client renewal deck slide showing the 14% renewal increase
PPTX 11 slides
Client renewal deck
Eleven slides for the client renewal review — terms, claims story, options, recommendation.
Open PPTX →
Click any artifact to open in your browser. Design partners receive live runs against their own renewal packets under mutual NDA and BAA. Request a slot →
Trust & infrastructure

Built for regulated environments.

Renewal packets carry PHI and PII at the member level. BenefitAgent.ai handles them under the same standards your carriers, TPAs, and PBMs are held to.

BAA-ready HIPAA-eligible infra Zero-data-retention SOC 2 Type 1 — Q1 2027 HITRUST e1 — Q3 2027
01

Infrastructure

  • Cloud AWS HIPAA-eligible services in US-East-1, single region.
  • Tenancy Single-tenant per design partner. Isolated VPC, no shared compute.
  • Networking Private subnets for the data plane — no public ingress, no shared storage.
  • Backups Daily encrypted snapshots, 30-day retention, customer-controlled keys.
  • Uptime 99.9% target with 24×7 monitored alerting.
02

Security

  • Encryption AES-256 at rest, TLS 1.3 in transit. Customer-managed KMS keys.
  • Auth SSO + MFA via Okta, Google Workspace, or Microsoft Entra.
  • Access control Role-based with full audit logging and SIEM forwarding.
  • Pen testing Annual third-party engagement. Remediation tracked publicly.
  • Incident SLA 1-hour notification for confirmed security incidents.
03

Data handling

  • BAA Mutual agreement signed before any PHI touches the system.
  • AI training Customer data is never used to train AI models — ever.
  • Retention 30-day default for renewal packets. Configurable per agency.
  • Right to delete Fulfilled within 7 days. Deletion certificate provided.
  • Subprocessors Published list, updated quarterly. 30-day change notice.
Your data never trains an AI model.

Renewal packets, censuses, claims experience, and generated deliverables stay inside your dedicated tenant. The Claude API call runs under Anthropic’s zero-data-retention agreement: prompts and outputs are not retained for training, evaluation, or any secondary use. Full subprocessor list and current DPA available on request.

Production architecture for design-partner deployments. Specific commitments per the executed agreement.

Early access

Currently piloting with select agencies.

If your producers are running 30 or more renewals a year and you want a seat in the early-access cohort, we’d like to talk.

Got it. We’ll be in touch within the week with a Loom and a 30-minute calendar link.

No demo deck. We’ll send a Loom and a calendar link.