HeyBen - Benefits Operations Platform
New  Benefits Operations Platform for broker service teams

Benefits support, finally organized.

HeyBen helps benefits brokers organize service requests, manage operational workflows, track recurring tasks, and deliver benefits education — in one system.

Ticket Resolved
ID Card Request · Group B
Service Inbox — Agency ABC14 open · 2 overdue
New
Never received ID card after enrollment
HighT&D Demo
New hire not in carrier system
MedGroup B
In Progress
Pharmacy denied prescription at POS
HighT&D Demo
Doctor claims patient inactive
MedGroup B
Resolved
Orthodontic coverage question
LowGroup C
Benefits navigator login help
DoneGroup A
📋
Monthly Billing Rec.
Due today · Unassigned
Without HeyBen
📧 Employee issue → Email → Broker inbox
No structure → Chaos → Missed follow-ups
📊 Operational tasks → Spreadsheets
Reminders → Missed work
vs
With HeyBen
📥 Issue → Intake → Categorized
Assigned → Tracked → Resolved ✓
🔄 Operational task → Scheduled
Assigned → Completed ✓
How HeyBen Works

Three ways HeyBen organizes your operations.

Most broker service teams manage their work through inboxes and spreadsheets. HeyBen gives that work structure.

01
💬
Deflect Questions
AI-powered instant answers

Many questions are informational and repeat constantly. HeyBen answers them instantly using your plan documents — before they become a ticket.

Which insurance card should I use?
What is my deductible?
How do I access my benefits?
02
📥
Triage Service Requests
Structured tickets, not email threads

Requests that require action become structured tickets — automatically categorized, assigned, and tracked through a clear lifecycle.

ID card and eligibility issues
Provider and pharmacy problems
Billing and enrollment questions
03
🔄
Manage Operational Tasks
Recurring work, always visible

Broker teams perform recurring maintenance that doesn't come from employees. HeyBen tracks these with structured, repeating workflows.

Weekly discrepancy review
Monthly billing reconciliation
Quarterly compliance checks
Platform Features

Everything your service operations team needs.

Built specifically for benefits broker service teams — not a generic help desk with benefits bolted on.

📥
Triage Inbox

Every inbound request becomes a structured, categorized ticket. Service work organized into clear queues — never lost in an inbox.

  • Auto-classify: ID Card, Eligibility, Pharmacy, Billing, and more
  • SLA tracking with breach alerts on your dashboard
  • Ticket lifecycle: New → Assigned → Waiting → Resolved
  • AI reply drafts grounded in plan documents
📨
New
👤
Assigned
Waiting
Resolved
Service InboxBy SLA remaining
HIGHNever received ID card after enrollmentBreached
MEDNew hire not appearing in carrier system6h left
HIGHEmployee needs to enroll newborn in medical2d left
LOWQuestion about orthodontic coverage3d left
🔄
Tasks Module

Recurring operational work — discrepancy reviews, billing reconciliation, compliance checks — managed with structured workflows and repeating schedules.

📊Weekly Discrepancy ReviewWeeklyDone
💰Monthly Billing ReconciliationMonthlyDue Today
🛡Quarterly Compliance CheckQuarterlyScheduled
📋
Document Reconciler

Upload two documents and HeyBen automatically identifies discrepancies. Built for the reconciliation work brokers do every renewal cycle.

  • SBC vs Plan Document comparison
  • Census vs Invoice reconciliation
  • Custom document comparisons
  • Structured discrepancy reports
🌐
Employee Self-Service Portal

A branded portal for each employer group where employees get instant answers — deflecting routine questions before they become service tickets.

  • Per-group branded portal and AI assistant
  • Bilingual (EN/ES) support
  • Auto-generated FAQs from plan documents
  • One-click escalation to your team
📈
Analytics & Operational Insight

Because all work is categorized and tracked, HeyBen surfaces patterns so you can see where time is going and improve how you staff service operations.

  • Ticket volume and resolution trends
  • Top issue categories by employer group
  • Service workload distribution
  • SLA compliance reporting
Pricing

Simple, transparent pricing.

Scale as your book of business grows. No per-seat surprises. See full pricing page →

USD
PHP  
Starter
MOST POPULAR
Growth
Pro
Price $299 / mo $699 / mo $1,299 / mo
Employer GroupsUp to 5Up to 15Unlimited
Users2UnlimitedUnlimited
AI Credits / Month2,0006,00015,000
Features included in all plans
Triage Inbox
Tasks Module
Document Reconciler
Employee Portal with AI Chat
AI Reply Drafts
SLA Targets & Alerts
Analytics Dashboard
Start Free Trial Start Free Trial Start Free Trial
Add-ons

Extend your plan

Add capacity or unlock additional capabilities at any time.

Additional Employer Groups

Add groups beyond your plan limit at any time.

Per additional employer group $49 / mo
AI Credit Boosts

Buy extra credits anytime. Boost credits never expire.

PackPrice
+500 credits$45
+2,000 credits$159
+5,000 credits$349
Employee Communications
Learn more →

Proactive benefits education across your entire book. Reduce inbound questions before they happen.

SMS & email announcements and reminders
Open enrollment updates across all groups
Fully managed — no per-group setup needed
Pricing by total employees across your book
Employees / Groups Price
Up to 100 employees
Up to 5 employer groups
$99 /mo
Up to 300 employees
Up to 12 employer groups
$199 /mo
Up to 1,000 employees
Up to 30 employer groups
$349 /mo
Up to 2,000 employees
Up to 60 employer groups
$699 /mo
Each additional 1,000 employees
+30 employer groups per block
+$300 /mo

Pricing is based on total employees across your book and includes a set number of employer groups per tier. Additional employee blocks also increase the included group allowance. Additional messaging beyond standard usage may incur usage-based charges.

Contact Sales

All plans include a 14-day free trial. No credit card required.

HeyBen Add-On

Proactive Employee Communications

HeyBen helps you organize employee requests.

Employee Communications reduces them before they happen — through proactive benefits education.

Keep employees informed across your entire book. Announcements, reminders, and enrollment updates sent on your behalf — centrally managed, no per-group setup required.

Before & After
Without proactive comms
Open enrollment starts → Employees don't know
ID cards change → Inbox floods with questions
Benefits update → Employees find out when confused
With Employee Communications
  Open enrollment reminder sent to all groups
  ID card update announced before confusion starts
  Benefits changes communicated proactively
Fewer questions. Less reactive work. 📈
📱
SMS & Email
Both channels
🏢
All Groups
One setup, full book
🔄
Scheduled
Recurring campaigns
🎯
Group Targeting
Per-group or broadcast
Done For You
Fully managed
FAQ

Questions we hear a lot.

Generic help desks are built for customer support teams. HeyBen is built specifically for benefits broker service operations — with work buckets, SLA targets, and AI that understands plan documents. Think of it as Zendesk for Benefits Support.
Each employer group gets a dedicated triage email address. When someone sends a message, HeyBen reads it, categorizes it, assesses urgency, and creates a structured ticket automatically. Your team reviews, assigns, and resolves from a clean dashboard.
The Tasks module handles operational maintenance not triggered by employee requests — weekly discrepancy reviews, monthly billing reconciliation, quarterly compliance checks, and renewal prep. Tasks repeat automatically and can be assigned to specific team members.
No. Employees simply email the group's triage address or visit the self-service portal. No employee logins required — HeyBen is designed to be completely frictionless.
AI credits are consumed by all AI-powered operations — chatbot responses, ticket summaries, reply drafts, portal generation, document translation, and document reconciliation. Every AI action draws from your monthly pool. Boost credits never expire.
HeyBen is built with security as a core priority. All data is encrypted in transit and at rest. We do not store personal health information in employee conversations. For details, visit our Security page.
Get started today

Ready to bring structure to your service operations?

Join the broker teams using HeyBen to organize service requests, track operational tasks, and run a tighter book of business.