Automation Platform for Group Benefits
Traditional document processing is slow — Automate with AI.
Focus on client relationships instead of paperwork.
Built for Canadian Group Benefits Brokers.
Manually processing and preparing documents such as Renewal Reports and Booklet Summaries is time-consuming and error-prone. Brokers often spend hours each week on paperwork that could be automated.
With automation, brokers can significantly reduce the time spent on document processing. Our AI-powered platform extracts relevant data and generates documents in minutes, allowing brokers to focus on client relationships and business growth.
Built to scale — by leveraging our automated document processing services, brokers can improve efficiency, reduce errors, and enhance client satisfaction. These gains enable increased retention rates and the ability to take on more clients without additional administrative burden.
Upgrading your internal processes can be a change — we're here to help. This is what getting started looks like.