Your insurance agent business.
Connected.
AI-powered.
Put your leads, calls, texts, and appointments in one connected workspace. Let your AI handle routine follow-up in your business voice, so you can focus on the conversations that move business forward.
Less routine work.
More human connection.
From the first inquiry to the booked appointment, see where AI takes the lead—and where you make the difference.
Swipe to compare all five steps →
| THE JOURNEYFrom inquiry to connection. | New lead arrives | Contact created | Conversation starts | Appointment booked | You close |
|---|---|---|---|---|---|
| WITHOUT ASSISTANCEManual workflowEvery step needs your time. | You | You | You | You | You |
| WITH BENEFIT CONNECTYour AI + youConnected, with you in control. | AI-assistedCapture the inquiry | AI-assistedOrganize the details | AI-assistedKeep follow-up moving | AI-assistedHelp book the meeting | You closeYour expertise. Your relationship. |
Everything you need. Working together.
Keep your leads, conversations, appointments, and daily work connected in one place.
Also included
From an idea to
content worth sharing.
Research public ad patterns and compelling hooks, then remix the direction into your brand. Create stills, UGC ads, product videos, and short-form creative for review before sharing.
Find the hook. Shape the visual. Make it yours.
UGC ads. Product videos.
More ways to tell the story.
Use AI presenters, product-focused scenes, and short-form video to turn a clear offer into creative people want to watch.
Your business, in one clear view.
See how your leads, messages, calls, and appointments come together.
Your business goes with you.
Check leads, keep conversations moving, and see your next appointment between meetings.
- Keep important conversations close.
- Check your pipeline between appointments.
- Open your workspace from your home screen where supported.
Alex Morgan
SMS · (202) 555-0147
Benefits consultation
Tuesday • 10:00 AM Central
Brand your team. Automate the rest.
Brand your broker team.
Your agency's name and logo on the app your agents and clients open every day.
- 01
Your brand, front and center.
The app carries your logo and colors so clients see a professional, branded experience every time they open it.
- 02
Real-time notifications.
Get notified the moment a lead replies, an appointment is booked, or a follow-up needs your attention — so nothing sits unattended.
- 03
Download and go.
Add the branded app to your home screen or download it directly. Your workspace is one tap away, just like the other tools you use every day.
- 04
Works beside the AI tools you already use.
Benefit Connect sits next to ChatGPT, Claude, Gemini and the rest of your stack, so your leads, calls and calendar stay connected to the tools your team already reaches for.
Stay connected. Stay in control.
Keep conversations moving, with you in charge.
A business line, ready in 5 minutes.
Set up a number for calling and texting from your workspace. Add as many numbers as you need.
Number and usage charges apply. Unlimited numbers does not mean unlimited free calls or texts.Texting
Keep the conversation going.
AI follows up in your business voice, with every conversation on the lead record.
Calling
Spend more time talking.
Make and receive calls, auto-dial your leads, and keep call history together.
Social media
Stay visible. Have the final say.
Schedule posts and manage engagement. Review and approve content by email before it goes live.
Keep each business organized.
If you run more than one business or brand, each can be kept as its own workspace with its own records, so pipelines and conversations stay separate.
- Separate workspaces with their own leads and conversations
- Workspace-level branding and numbers, subject to plan and provider requirements
- Switch between the businesses you manage
Separate tools. Or one connected platform?
See how the estimated cost of buying individual tools compares with a Benefit Connect subscription.
- 1Choose the tools you needUncheck anything you don’t use or wouldn’t buy separately.
- 2Choose monthly or annualView both options over the same time period.
- 3See the cost differenceYour selected tool estimates add up automatically.
All tools start selected as an example. The amounts below are sample costs for separate services—not Benefit Connect add-on fees or your actual bills.
What’s excluded from this estimate?
Social media management is coming soon and not counted. Usage credits for calls, texts, and phone numbers are additional. Estimates are not verified market quotes or a guarantee of savings.
Your next chapter. One simple plan.
Everything works together. Choose monthly billing or save with annual—same platform, same included credits.
Your business.
Fully connected.
The tools to capture interest, keep conversations moving, and organize what happens next.
- CRM & pipeline
- AI texting inbox
- Calls & auto-dial
- Appointments & calendars
- Automations & workflows
- Social posting & commenting (coming soon)
- Smart forms & lead capture
- Campaigns, invoices & reporting
- Media library
- Training & support
Calling, messaging, phone numbers, and other metered services may use credits and incur additional charges.
What could your month look like?
Content, conversations, and follow-up—all from one shared balance.
An illustrative agent month—not a measured average or separate allowances.
Incoming email is free. Example uses 1-credit images and 5-credit Sora 2 video generations; other settings, retries, and longer texts can use more. Initial number purchase is excluded.
See actual credit costs by service
Your included credits are used first. Dollar equivalents use the $0.25-per-credit top-up rate—not an extra charge on top of credit usage.
| Service / unit | Credits | Top-up equivalent |
|---|---|---|
| Image generationPer Nano Banana 2 generation | 1 credit | $0.25 |
| Short video · Sora 2Observed 20-second portrait setup | 5 credits | $1.25 |
| Other video modelsPer sampled generation | 5–27 credits | $1.25–$6.75 |
| Text messagingPer inbound or outbound SMS segment | 0.10 credit | $0.025 (2.5¢) |
| AI calls & receptionistPer billed minute | 2 credits | $0.50 |
| Phone numberPer number / month | 15 credits | $3.75 |
| Outgoing emailPer outgoing email | 0.03 credits | $0.0075 (0.75¢) |
| Incoming emailNo credits used | Free | $0 |
Rates reflect September 18, 2026 account observations and the confirmed email rate; check the displayed rate before generating. Generations are attempts, not guaranteed finished assets. SMS is billed by segment, inbound and outbound. AI calls have a 0.25-minute minimum. Initial number purchase is 4 credits. Optional video starting frames add 1 credit where supported.
Answers before you start.
Short, direct answers to what agents ask most.
Spend more time on the conversations that count.
Bring your leads, follow-up, and appointments together with Benefit Connect.