Do great work for your clients. Then prove it.
HeyBen tracks every service request your team handles — so at renewal, you walk in with data showing exactly what you did for every client. Not just a good story. Proof.
Do great work for your clients. Then prove it.
HeyBen tracks every service request your team handles — so at renewal, you walk in with data showing exactly what you did for every client. Not just a good story. Proof.
Service work lives in email threads
Renewal meeting → "We worked really hard for you"
Every request captured, sorted, and routed Renewal meeting → data showing 200+ issues resolved Service work lives in email threads Renewal meeting → "We worked really hard for you" Every request captured, sorted, and routed Renewal meeting → data showing 200+ issues resolvedHow HeyBen Works
Three steps. One complete picture of your service delivery.
Every request your team handles flows through the same system — so nothing
falls through the cracks, and everything is accounted for at renewal time.
Employee requests arrive by email or through the self-service portal. HeyBen automatically matches each one to the right employer group, assigns a category and urgency level, and routes it to the right team member — before anyone manually reads it.
Every request becomes a structured ticket with a clear lifecycle — New, In Progress, Waiting, Resolved. SLA windows keep your team accountable. Recurring operational tasks like billing reconciliation and compliance checks run on scheduled workflows.
Because every request is captured and tracked, HeyBen builds a live record of everything your team does for every client. At renewal time, you walk in with data — volume handled, response times, issue categories, resolution rates — not just a good story.
How HeyBen Works
Three steps. One complete picture of your service delivery.
Every request your team handles flows through the same system — so nothing
falls through the cracks, and everything is accounted for at renewal time.
Employee requests arrive by email or through the self-service portal. HeyBen automatically matches each one to the right employer group, assigns a category and urgency level, and routes it to the right team member — before anyone manually reads it.
Every request becomes a structured ticket with a clear lifecycle — New, In Progress, Waiting, Resolved. SLA windows keep your team accountable. Recurring operational tasks like billing reconciliation and compliance checks run on scheduled workflows.
Because every request is captured and tracked, HeyBen builds a live record of everything your team does for every client. At renewal time, you walk in with data — volume handled, response times, issue categories, resolution rates — not just a good story.
Your renewal meeting just got a lot easier.
Most brokers do excellent work. They just can't prove it. When a client asks "what have you done for us this year?" — the answer shouldn't be a story. It should be a report.
HeyBen makes that report automatic. Every resolved ticket, every response time, every issue category — logged, measured, and ready to show.
"The analytics is the best part. It proves our value to our clients."
— Benefits broker, small-to-mid market agency Stewardship Report — Q1 2026Platform Features
Everything your service operations team needs.
Built specifically for benefits broker service teams — not a generic help desk with benefits bolted on.
Service Inbox
Forward your existing group email addresses to HeyBen — setup takes about 2 minutes per group, and employees keep emailing the same address they always have. Every inbound request is automatically captured, matched to the right employer group, and run through AI before a human touches it.
✓ Auto-matched to employer group by recipient address
✓ Categorized: Claims, Enrollment, Network, ID Card, Billing, Life Event, and more
✓ Urgency assigned (Low / Medium / High) with per-category SLA windows
✓ AI drafts a reply grounded in the group's uploaded plan documents
✓ Spam and vendor noise automatically separated — never clutters real tickets
✓ Unrouted inbox for emails that can't be matched to a group
"Hi Sarah, I checked your plan documents and your medical ID card should have been mailed within 7–10 business days of your effective date. I've contacted the carrier to request a replacement..."
Employer Group Management
A dedicated workspace for every group you manage — not a generic CRM. Every field reflects actual benefits brokerage data, so your team always has the right context for every client.
✓ Renewal date with automatic 60-day warning
✓ Carrier portal directory: medical, dental, vision, life, FSA/HSA, and more
✓ HR system, benefits admin, COBRA, and payroll links per group
✓ Per-group SLA overrides and custom AI instructions
✓ Group status: Active, Prospect, Churned, On Hold
Knowledge Base
Upload plan documents for each employer group — SBCs, benefit guides, carrier booklets. HeyBen indexes them automatically. Every AI reply draft and chatbot answer draws from these documents, not from guesswork.
✓ PDF upload up to 20MB per file
✓ Text automatically extracted and indexed per group
✓ Powers both AI reply drafts and the employee portal chatbot
✓ AI cites which document and snippet it used for every answer
Employee Benefits Portal
A white-label, publicly accessible benefits portal for each employer group — no coding required. Employees get instant AI answers from your plan documents before a service request is ever created.
✓ AI-powered live chat grounded in uploaded plan documents
✓ Spanish language toggle — full portal and chat
✓ Carrier contact directory, benefit guide downloads, custom CTAs
✓ Embeddable chatbot widget via a single script tag
✓ Broker branding: logo and primary brand color
Document Reconciler
Upload two documents and HeyBen identifies every discrepancy. Built for the most time-intensive task in benefits brokerage: renewal season comparison work.
✓ Renewal vs. current plan document comparison
✓ Census vs. invoice reconciliation
✓ Structured output: field name, original value, updated value
✓ Replaces hours of manual line-by-line review
Tasks Module
Recurring operational work that doesn't come from employees — billing reconciliation, compliance checks, renewal prep — managed with structured, repeating schedules so nothing gets missed.
Weekly Discrepancy ReviewWeeklyDone
Monthly Billing ReconciliationMonthlyDue Today
Quarterly Compliance CheckQuarterlyScheduled
AI Audit Log
Every AI-generated response through the employee portal is logged with full traceability — so you can review, approve, or flag answers and maintain quality control across every group.
✓ Employee question, AI answer, and source document snippet logged
✓ Confidence score per response
✓ Audit status: Unreviewed, Approved, Flagged
✓ Complete accountability for every AI-generated answer
PRICING
Simple, transparent pricing.
Scale as your book of business grows. No per-seat surprises on Growth and Pro.
| Starter | MOST POPULAR Growth |
Pro | |
|---|---|---|---|
| Price | $299 / mo | $699 / mo | $1,299 / mo |
| Employer Groups | Up to 5 | Up to 15 | Unlimited |
| Team Members | Up to 2 | Unlimited | Unlimited |
| AI Credits / Month | 2,000 | 6,000 | 15,000 |
| Included in all plans | |||
| Service Inbox & AI Reply Drafts | ✓ | ✓ | ✓ |
| Employer Group Management | ✓ | ✓ | ✓ |
| Knowledge Base | ✓ | ✓ | ✓ |
| Employee Portal with AI Chat | ✓ | ✓ | ✓ |
| Document Reconciler | ✓ | ✓ | ✓ |
| Tasks Module | ✓ | ✓ | ✓ |
| SLA Tracking & Breach Alerts | ✓ | ✓ | ✓ |
| Spanish Language Support | ✓ | ✓ | ✓ |
| Advanced features | |||
| Analytics & Stewardship Reporting | — | ✓ | ✓ |
| AI Audit Log | — | ✓ | ✓ |
| White-Label Branding | — | ✓ | ✓ |
| Analytics Exports | — | — | ✓ |
| Priority Support | — | — | ✓ |
| Start Free Trial | Start Free Trial | Start Free Trial | |
Extend your plan
Add capacity or unlock additional capabilities at any time.
Add groups beyond your plan limit at any time.
Buy extra credits anytime. Boost credits never expire.
| Pack | Price |
|---|---|
| +500 credits | $45 |
| +2,000 credits | $159 |
| +5,000 credits | $349 |
All AI actions consume credits — reply drafts, chatbot responses, document reconciliation, and more.
Proactive benefits education across your entire book. Reduce inbound requests before they happen.
| 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 based on total employees across your book. Additional messaging beyond standard usage may incur usage-based charges.
All plans include a 14-day free trial. No credit card required.
Proactive Employee Communications
HeyBen handles employee requests when they come in.
Employee Communications reduces them before they happen — through proactive benefits education across your entire book.
Announcements, reminders, and enrollment updates sent on your behalf — centrally managed, no per-group setup required.
Proactive Employee Communications
HeyBen handles employee requests when they come in.
Employee Communications reduces them before they happen — through proactive benefits education across your entire book.
Announcements, reminders, and enrollment updates sent on your behalf — centrally managed, no per-group setup required.
FAQ
Questions we hear a lot.
Get started today
Start building the proof your
clients need to renew.
Every request you handle in HeyBen is a data point. Every resolved ticket is evidence.
Give your team the system to do great work — and the report to prove it.
The Benefits Operations Platform for broker service teams. Do great work for your clients. Then prove it.
Product
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The Benefits Operations Platform for broker service teams. Do great work for your clients. Then prove it.
Product
COMPANY
SUPPORT
© 2026 HeyBen. Operated by YourFunnelGuy Marketing OPC. All rights reserved.
© 2026 HeyBen. Operated by YourFunnelGuy Marketing OPC. All rights reserved.