From embedded benefits intelligence to custom AI engineering to the go-to-market workflows your team runs every day. Most engagements use all three.
We deploy our benefits intelligence layer into your environment and tune it to your team. A single connector exposes the full toolset — employer and account resolution, market and provider analysis, PBM diagnostics, claims experience, MEP/PEO detection — paired with skill packages tuned to how your kind of firm actually works.
When the systems that run your business don't speak to AI yet, we make them. We wrap your CRM, your data warehouse, your internal tools, or a niche industry platform in a connector the AI can use — so the intelligence reaches your stack, not a generic one.
Your best people know how to do the work — the prospecting motion, the diligence pass, the renewal, the report that wins. We design those go-to-market workflows into skills: repeatable runs that orchestrate the tools toward an outcome and emit a finished, branded artifact. The team invokes the job, not the tooling.
One team, deployed differently depending on where you sit in the market.
An analyst's depth on every account, inside the CRM the team already lives in.
The market mapped to filings — TAM, targets, incumbents, and the channel that reaches them.
Competitive intelligence and broker-relationship mapping across the filing universe.
Diagnostics and client analysis grounded in compensation and service-code data.
Fee reasonableness and vendor evaluation, ready for the fiduciary standard.
Deployed analytical capacity that scales with the engagement, not the headcount.
That's the scoping call. We'll map your goals and your stack, and tell you what's out-of-the-box versus custom.