Health insurance, 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 your plan documents in easy-to-use formats

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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 get simple plain-language answers

Finally, benefit navigation for everybody.

For Advisors

Save time and money by automating services.

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For Sponsors

Reduce workloads and boost member engagement.

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For Members

Understand what benefits cover before you seek coverage.

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For Administrators

Save administrative time by automating customer service

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Employers choose brokers who help their employees actually engage with their benefits. Benefitly gives you the tools to deliver at scale, across every client, without growing your headcount. The brokers who grow in the next five years will be the ones who solve the engagement problem.

Advisors easily access and engage with all client plan designs in one place.

  • Automated plan ingestion of any carrier, any format

  • Admin portal to manage and monitor all your employer groups

  • Engagement data you can show clients to demonstrate ROI

  • White-labeled benefits chatbot you can offer every employer client

  • Automated plan ingestion of any carrier, any format

  • Admin portal to manage and monitor all your employer groups

  • Engagement data you can show clients to demonstrate ROI

You're already paying for a strong benefits package. Benefitly turns the plan you're already funding into something employees actually engage with, in plain language, without adding a single ticket to your HR team's plate. The sponsors who get the most out of their benefits spend will be the ones who make it usable, not just available.

Sponsors gain meaningful insights to inform future benefit strategies.

  • Quickly find answers to common benefit questions and service issues

  • White-labeled benefits chatbot you can embed into intranets

  • Gain advantage by curating a proprietary client benefit data set across your book of business.

  • Share knowledge-based insights with clients on how their members interact with their benefits.

  • Leverage insights to inform and shape benefit strategies for clients and renewal negotiations with carriers.

Most plan members leave money on the table because they don't understand what they have. Benefitly changes that. Ask any question about your health insurance benefits and get a plain-English answer based on your specific plan, not a generic definition.

Access benefit plan documents in easy-to-use formats 

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

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

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

Ask anything and get simple answers

  • Get instant answers 24/7 —
    no hold music, no tickets,
    no waiting on HR.

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

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

  • HIPAA compliant privacy-first.

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.
Mobile phone screen displaying a healthcare insurance chat conversation about back pain and insurance coverage, with Benefity logo at the bottom.
A green arrow pointing to the left and curving downward.

Launching 4th Quarter 2026

Your service teams can't scale if members keep calling with questions your plan documents already answer. Benefitly connects directly to your plan data so any member, sponsor, or advisor gets an instant, accurate, plain-language answer — without opening a ticket.

Your service teams can't scale if members keep calling with questions your plan documents already answer. Benefitly connects directly to your plan data so any member, sponsor, or advisor gets an instant, accurate, plain-language answer — without opening a ticket.

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

Learn more about Benefitly in under 3 minutes.

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.

“It’s really helping me with my medical situation. 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.