Benefitly Information

Benefitly is the AI-powered benefits navigation platform built for the broker distribution channel — giving independent insurance brokers and growing agencies a white-labeled tool that scales personalized service across every client they serve. The problem is simple: only 4% of Americans can correctly define basic insurance terms like deductible, copay, coinsurance, and out-of-pocket maximum. Employees guess and delay care. HR teams field the same questions on repeat. And brokers — who carry the relationship — can't be everywhere at once. The Benefitly Broker Portal solves that. Brokers get a white-labeled benefits chatbot for every group they manage, automated plan ingestion from any carrier, a single admin portal to oversee all clients in one place, and engagement data that proves ROI at renewal time. For Employers & Employees: instant, citation-backed answers to any benefits question — sourced from actual plan documents, not generic definitions. For Carriers & TPAs: deflect high-volume service calls and embed Benefitly directly into existing portals. Built by a team with deep roots in health insurance, SMB benefits, and the broker channel. HIPAA-compliant by design. Privacy-first by architecture.