Drop the PDF. The data entry is done.
Four AI agents live today — powered by Salesforce Agentforce and Anthropic Claude. They turn messy census files and carrier PDFs into clean records inside your system. Drag. Drop. Done. You only pay when you use them.
Your Team Spends More Time Doing Data Entry Than Advising Clients.
Every census file needs hours of cleanup before it can even be imported. Every SBC costs another 30 to 45 minutes of somebody's afternoon. Every ancillary proposal burns an hour or two. Every member change means reading a form and updating records by hand. By the end of the day, your best people are keyboard operators.
Every Member Change, Retyped by Hand.
A new hire enrolls. A baby gets added. Someone drops to single coverage. Each change shows up as a PDF or a form — and somebody has to read it, update the employee and dependents, create the records, and hand the task to the right person. Miss one and a member shows up at the pharmacy with no coverage.
Census Cleanup Eats the Afternoon.
Dates in three formats. Names in ALL CAPS. SSNs with dashes in some rows and spaces in others. 20 sheets with the real data buried on sheet 14. Dependents listed in wide family rows. Import fails. Start over. Someone is going home late tonight.
94 Fields Per SBC. By Hand.
Every medical SBC takes 30 to 45 minutes of somebody's day. Deductibles. Copays. Coinsurance. Out-of-pocket maximums. Rx tiers. Network details. Typed one field at a time. If 15 SBCs land this week, that's a full day gone — just typing.
14+ Records Per Ancillary Proposal.
A single Guardian proposal can have 7 coverage types — dental, vision, STD, LTD, life, critical illness, accident. Each one needs a Product record AND a Policy record. That's 14+ records from one document. One to three hours of typing. One bad guess away from a mistake.
Member Transactions. Drop the PDF. Records and Tasks, Done.
Drop a member enrollment or change PDF. The AI creates or updates the Employee and Dependents if needed and creates the Member Transaction records, assigns the right tasks to the right people on your team. Automatically.
No more reading a carrier change form and retyping it into your system. No more wondering whether the right task reached the right person. The AI handles the records and the handoff — your team stays focused on the client.
- Creates or updates Employee and Dependent records as needed
- Creates the Member Transaction records automatically
- Assigns the right tasks to the right people on your team
Census Normalization. Drop the Mess. Get a Clean Import.
Drop a census file from any source — XLS, XLSX, or CSV. Multi-sheet workbooks, wide family rows, dates as Excel serial numbers, names in ALL CAPS, SSNs with dashes, coverage codes that don't match your picklist values. The kind of file that usually eats an entire afternoon.
The AI finds the right sheet, detects the layout, normalizes every date, name, SSN, and coverage code, and unpivots family rows into individual contact records. Anything ambiguous gets flagged with a [REVIEW] tag instead of silently guessed. A full normalization log documents every change the AI made.
- Tested against 24+ file types from carriers, HR, payroll, and HRIS
- Three layout structures detected automatically
- Multi-sheet workbooks — finds the real data automatically
- Full normalization log — every change traceable
SBC PDF to Product. 94 Fields. About a Minute.
Drop a medical SBC into the upload zone. The AI reads it, extracts 94 fields, and creates a complete Benefit Product record in your system. Deductibles, copays, coinsurance, out-of-pocket maximums, Rx tiers, network details — all populated automatically.
Every extracted value is editable before anything becomes a real record. You stay in control. The AI just does the typing.
Ancillary Quote Extraction. One Proposal. 14+ Records. Linked.
Drop a carrier ancillary proposal. The AI detects every coverage type present — dental, vision, STD, LTD, life, critical illness, accident, hospital indemnity. For each one, it creates both a Benefit Product record AND a Benefit Policy record. Linked together. Named consistently. Deduplicated against products that already exist.
We map your specific carriers as part of onboarding — so your team starts with the AI tuned to the actual proposals your inbox sees every week. It handles dental class structures, LTD own-occupation definitions, and life benefit schedules automatically. Carrier-specific terminology is mapped too — something like "Split Value Plan" becomes PPO without anyone having to tell it.
- Creates both Product AND Policy records in one pass
- Extracts all 8 coverage types — dental, vision, STD, LTD, life, CI, accident, hospital indemnity
- Carrier terminology mapping built in — no manual translation
- Deduplicates existing products automatically
"No other benefits-focused platform can do this. Ask your current vendor. Listen to the silence."
— The BenefitsGuide team
We Didn't Build AI That Asks You to Trust It. We Built AI That Proves Itself.
Every value the AI extracts is editable. Uncertain values get flagged with a four-flag quality system — SELECTED, AMBIGUOUS, REVIEW, or REQUIRED_MISSING. Nothing slips through silently.
You see the original PDF on the left and the extracted data on the right. Edit anything. Approve everything. Nothing becomes a record until you say so. The AI replaces your typing — not your judgment.
- Split-view preview — source document on left, extracted data on right
- Every field editable before record creation
- Four-flag quality system catches anything uncertain
- Picklist validation prevents free-text in constrained fields
- No values ever invented — every field traces back to source
"I couldn't believe it pulled the orthodontia waiting period correctly."
— Early beta user, ancillary agent
Four Agents Today. More Coming Fast.
The four agents live today are just the start. Here's what's landing next — built on the same Salesforce Agentforce + Claude foundation, priced the same way.
AI Responses to Client Service Emails
The AI drafts responses to client service emails that land in your Tickets inbox. Your team reviews, edits, and sends. Routine requests handled. Complex ones get human attention.
AI-Assisted Enrollment Audit
The AI compares your ben-admin system against carrier enrollment reports and flags mismatches automatically. No more manual audits. No more enrollment gaps costing your clients money.
How Much Time Is Data Entry Really Costing You?
You already know data entry is slowing your team down. But how much? The Operations Benchmark Assessment scores your agency across 5 categories in 2 minutes — and shows you where AI agents would save you the most time and money.
Score Your OperationsThe Numbers Speak for Themselves.
"Ask your current vendor about AI-powered census normalization, SBC import, and ancillary quote extraction. Listen to the silence. No other benefits-focused platform does any of this."— The BenefitsGuide team
See the AI Agents Live.
Pick a time that works for you. We'll drop a real SBC, a real ancillary proposal, and a real census file — live, with your questions answered.
Prefer a longer look? Book a 60-minute live demonstration or call us at 646-461-3000.