Our Approach

We are building a better way for brokers to do their best work

Request Demo
Request Demo
1
We believe brokers should spend their time advising, not reconciling
Your expertise is what clients trust. But too much of your time goes to finding documents, checking rates, and moving information between systems. We are ending that.
2
We believe you should know what’s behind every data point and benefits recommendation
You’re putting your name behind every recommendation. You should know where the data came from, how it was used, and why it led to that recommendation. No black boxes. No guessing.
3
We believe your data is… yours
You shouldn’t have to hand over your benefits data to get better tools. We don’t keep it, claim it, or use it for anything beyond helping you do your work. Your data stays yours. Always.
4
We put brokers at the center of everything we do
We build alongside brokers, not just for them. Every feature starts with feedback from the people doing the work, and gets shaped by their experience in the field. We’re in this business with you, building the tools we wish we had ourselves.
Founder experience
2M
employees covered
20,000
corporate clients served
Daniel Ren
CEO, Co-founder
Harry Ye
CTO, Co-founder