Your clients' staff stop phoning you about dental maximums.
Every plan member gets a link that answers coverage questions from their own booklet — the right booklet, for their own class — in the language they ask in. You set it up once per client and it is not your inbox any more.
The questions are simple. Finding the answer is not.
It is in the booklet
Forty pages of it, written by the carrier's legal team, and the employee has to know that orthodontics sits under a different maximum from ordinary dental to find the number they want.
So they ask HR
Who has the same forty pages, and a day job. On a plan with several coverage classes they also have to work out which booklet the person in front of them is actually on.
Then they ask you
A question worth no revenue, on a plan you priced eight months ago, arriving by email at 4:40pm. Multiply by every client you hold.
A link, or their own Slack.
Most clients want the first one. It takes about a minute and there is nothing to install.
A link you send
Start hereCopy it from the client's page and send it to HR. They put it wherever their staff already look — the intranet, the onboarding pack, a pinned Slack message.
- Answers cite the page of the booklet they came from
- Replies in the language the employee writes in
- Can hand off to you, or start a Critical Illness enrolment
- Anonymous — nobody sees who asked, including their employer
Inside the client's Slack
Where a plan sponsor would rather their staff never left Slack, their IT admin installs a bot into their own workspace. Same booklet, same guardrails, asked in place.
- Direct messages by default, so a question is not broadcast
- One channel per coverage class where a plan is split
- English only, and no page citations — there is no viewer in Slack
- The workspace belongs to the employer, so it is less private than the link — members are told that before their first answer
The questions you already get.
“Is Invisalign covered, or just regular braces?”
“How much physio do I get in a year, and does it reset in January?”
“My wife has a plan too — which one do we claim from first?”
“Do I need a doctor’s note before I see a massage therapist?”
“What happens to my coverage while I am on parental leave?”
“Is my son still covered now he is at university?”
Each answer comes from that member's booklet and cites the page it came from, so an employee can check it — and so can you, when someone forwards you a screenshot.
The limits are the product.
An assistant that guesses is worse than no assistant, because a plan member will act on it.
It does not adjudicate
It explains what the plan says. It never tells someone a claim will be paid, and it never tells them something is not covered on a hunch — if the booklet is silent, it says so and points them at the carrier.
It does not see claims
No claims history, no medical information, no other employee's anything. It has one booklet and the plan design in it.
It does not discuss your pricing
Premiums, rates and the employer's renewal are plan-sponsor business. A member asking what the plan costs is told to speak to their benefits team.
It does not give medical advice
It will tell someone their plan covers a psychologist and what the annual maximum is. It will not tell them whether to see one.
Nothing you would have to explain away.
Questions are not kept. A message goes to the AI service that produces the answer and is not retained afterwards — there is no transcript, on our side or the firm's. What is stored is a record that a conversation happened, the booklet it concerned, and a coarse subject label like “dental”, so you can see which topics come up across a client. Never a name, never the text.
Members are told this before their first question, in their own language, and again on your own privacy page under your firm's name and privacy officer. You are the controller of that data; we process it on your instructions under the Data Processing Agreement.
The exact words a plan member sees are published at /legal/assistant — including the part about Slack workspaces belonging to the employer, which we say plainly rather than leave for someone to discover.
Turn it on for one client and see what they ask.
It is a link on the client's page. If nobody uses it you have lost a minute; if they do, you have found out what your clients' staff have been quietly not understanding about their plan.