Benefits, explained simply.

Health insurance,
explained simply.

Benefitly AI helps employers and their employees understand what their benefits actually cover, giving brokers the tools to easily make that happen across every client they serve.

Access any plan
in easy-to-read
simple formats

Green arrow pointing to the right in a curved shape.
Mobile phone screen displaying a healthcare insurance chat conversation about back pain and insurance coverage, with Benefity logo at the bottom.
Mobile phone screen displaying an insurance plan benefits overview with costs and coverage details, including customer service contacts and a health benefits logo at the bottom.
A green arrow pointing to the left and curving downward.

Ask anything via
chat and receive
a simple answer

Finally, year-round benefit navigation.

Members
understand benefits 

& seek better care

Simply put, groups engage advisors to help plan members access benefits.

Benefitly helps advisors save time and money by engaging with all supported plan designs in one place, delivering service at scale without growing headcount in the process.

The advisors who grow in the next five years will be the ones who engage more, more efficiently.

Groups pay top dollar for strong benefits packages. It shouldn’t cost time too.

Benefitly helps groups reduce workloads and boost engagement by helping members actually understand their benefits in plain language and decreasing workloads for HR teams.

And the best part: groups gain meaningful insights to inform future benefit strategies along the way.

Many plan members leave money on the table because they don't understand what their benefits provide. Benefitly empowers members to understand their benefits and seek better care by asking any question and getting simple actionable answers in return. Plain-speak, based on specific plans, not generic definitions.

  • Access benefit plan documents in easy-to-use formats 

  • Ask any question about coverage, costs, networks, or prescriptions in plain English, no jargon needed.

  • Answers come from your actual plan documents, not generic definitions.

  • Know what you’ll owe before a doctor visit, not after the bill comes.

  • Find in-network, high-value care for your specific situation.

  • Available year-round, not just during open enrollment.

  • Get instant answers 24/7

Service teams can't scale if members keep calling with simple questions that plan documents make complicated.

Benefitly helps Plans and TPAa improve member experience efficiently by connecting directly to plan data so any member, group, or advisor gets an instant, accurate, plain-language answer without having to open a service ticket.

Members receive new self-service and quicker customer service experiences, saving everybody time and money in the process.

Launching in 2027

Deflect high-volume, low-complexity service calls
without sacrificing accuracy or experience

Embed directly into your existing customer service portals
for seamless self-serve guidance

Reduce handle time and escalations by giving CSRs
the same instant answers you give members

“It’s really helping me navigate a new diagnosis. For the first time, I actually feel like I have a clear path forward and understand my options.”

Cody, Benefitly User

Health insurance,
explained simply.

Benefitly AI helps employers and their employees understand what their benefits actually cover, giving brokers the tools to easily make that happen across every client they serve.

Learn more about Benefitly in under 3 minutes.

Member Chat

Advisor Platform

Health insurance,
explained simply.

Benefitly AI helps employers and their employees understand what their benefits actually cover, giving brokers the tools to easily make that happen across every client they serve.

Group Insight