AI Solutions Team, LLC

Introducing the BENI‑365 ecosystem

Two connected platforms built for one job: reaching, educating, and enrolling every employee before the window closes. BENI-365 runs enrollment and administration. BENI Voice makes the calls that get people there.

See both platforms How they work together

For enrollment firms, brokers and consultants, carriers, PEOs, TPAs, and employer groups that run open enrollment at scale.

The platforms

Two platforms. One connected family.

Each platform stands on its own. Together they cover the full enrollment cycle, from the first call to the carrier file.

Live

Benefits enrollment that runs on configuration, not code.

A multi-tenant enrollment and administration platform. Every client gets its own plans, rules, roles, and branding on one codebase, so onboarding a new employer group means configuring data, not rewriting pages.

Configurable enrollment models for medical, dental, vision, life, disability, and voluntary products
A guided employee experience with branded benefit guides, review, and confirmation, in up to 14 languages
Counselor mode for assisted enrollment, plus dedicated views for HR admins and brokers
Reporting and a full audit trail on every election, change, and login

Modules

Guide StudioGuide AI AssistConnect EngageMulti-LanguageCounselor Scheduling Carrier ExportEngagement Analytics

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Onboarding design partners

Every open enrollment call, answered.

An AI voice agent that places, receives, and documents benefits-enrollment calls at scale. It discloses recording, verifies consent, walks the member through plan options from their own eligibility data, books the appointment, and hands your team a clean transcript.

A visual flow builder for enrollment conversations, no code required
Voice and SMS share one conversation state, so every reminder reflects what happened on the call
Capacity-matrix scheduling matched to your enrollment team's real availability
Every call on the record: consent event, recording, transcript, and structured data

Built with

Anthropic and OpenAI, provider-agnosticPer-tenant Twilio Human-in-the-loop QALong-call engineering

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How they work together

One open enrollment, start to finish

The cycle runs in order, and each step hands a clean record to the next.

1
BENI Voice
Reach

Calls and texts go out to every eligible employee from your own number. The agent says who is calling and why, discloses recording, and logs consent as a timestamped event.
2
BENI Voice
Educate

The conversation follows your flow and the member's own eligibility data. Questions get plain-language answers. Anything out of scope escalates to a person in real time.
3
BENI Voice
Book

The member picks a counselor time that matches your team's real availability. Confirmation goes out by SMS, with the appointment and transcript ready for the counselor.
4
BENI-365
Enroll

Employees enroll in a guided flow, on their own or with a counselor. Elections captured on a call can be entered into BENI-365 by API or by a reviewer, at the client's option.
5
BENI-365
Follow through

Connect sends reminders and announcements, Engage handles text messaging, Engagement Analytics shows what worked, and Carrier Export sends the 834 file.

Who it's for

Built for the people who run open enrollment

The same two platforms, configured for how each organization works.

Enrollment firms

Run more enrollments per season with the same team, with every call, booking, and election on the record.

Brokers and consultants

One view across the book of business you service, with production reporting on premium written by client and plan.

Carriers

Consistent, script-controlled plan explanations on every call, and standard ANSI 834 feeds from enrollment.

PEOs

Many employer groups on one tenant-isolated platform, each with its own branding, plans, and rules.

TPAs and benefits administrators

Configuration over custom builds, so adding a group is data entry, not a development project.

Employer HR teams

A guided enrollment employees understand, and far fewer benefits questions landing on HR during the window.

Where we stand

We don't compete with enrollment firms, brokers, carriers, or HR teams. We strengthen the communication layer beneath them.

In benefits communication, inconsistency becomes operational risk. The BENI-365 ecosystem exists to make every employee conversation controlled, measurable, and scalable, without adding seasonal headcount.

Benefits Education and New Hire Implementation. BENI is the name every product in the family carries, because every one of them exists to get a person educated and enrolled.

Consistency: Every employee receives the same accurate information, from the same approved language.
Reliability: Never late, never unavailable, and no variation from one shift or one representative to the next.
Scalability: One conversation or thousands at once, without adding to the call-center workforce.
Compliance control: Script-controlled responses, pre-approved disclosures, and escalation paths to human professionals.
Data insight: Trends, confusion points, and engagement metrics your leadership can act on.

Shared foundation

Built on the same security model

Both platforms were architected for regulated benefits data from the first migration, with the same isolation and audit principles.

Across the ecosystemBoth platforms

Tenant isolation with row-level security on every table
Role-based access with least privilege by default
Full audit logging of elections, access, and administrative changes
Encrypted connections and two-factor sign-in on the apps

BENI-365Enrollment platform

SOC 2-aligned architecture from day one
Scoped roles for HR admins, brokers, counselors, and employees
Employees see only their own coverage, elections, and dependents
Enrollment-window enforcement on every election

BENI VoiceAI voice agents

HIPAA-ready architecture with encrypted transcripts
SOC 2 Type II-ready controls
BAA-aligned partners: Twilio, Deepgram, Anthropic, OpenAI, ElevenLabs, Hume AI, Supabase, and Cartesia
Per-tenant Twilio accounts, so numbers and call records stay separated

These statements describe platform architecture and intent, not a third-party certification. Business Associate Agreements are executed per customer as part of onboarding.

Talk to us

See the ecosystem on your own plans

Send us your open enrollment timeline and we'll walk you through either platform, or both, on real plan data.

Email info@beni365.com

A platform demo on your plan year, rates, and eligibility rules.

Request a demo

Map one campaign into a call flow and watch it run on test data.

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