Stop Letting Great Benefits Go Unused

Give your employees instant, 24/7 access to everything they need to know—without HR overload - using our clever AI Benefit Chat Agent.

Meet Buddy

Imagine Buddy fielding all of your employee's benefits and health related questions, like:

  • how to enrol
  • how to make dependant and beneficiary changes
  • what coverage can help them with a specific injury or recent diagnosis
  • helping employees with claims
  • being proactive by suggesting complimentary coverage and services often unknown to them
  • giving them appropriate forms to download as needed

Buddy can even learn all of your non-financial benefits like:

  • time off, vacation and sick leave policies
  • basic payroll questions
  • any other perks and rewards you offer
  • plus any other HR or work policies you want Buddy to help your staff with!

24.7.365

TRY  THE DEMO

The Complete End-to-End Plan Member Education + Engagement Solution

Turnkey employee newsletters, analytics and cinematic benefits education videos complete the suite of engagement & education tools.

Buddy's Benefits Strategy Bulletin

With our Pro and Elite plans you'll receive a monthly benefits strategy bulletin that you can share with your team. Buddy's bulletin will help your staff get to know their coverage better, helping them be proactive with their benefits so they can improve physically, financially, and emotionally.

Quarterly Reporting

Buddy will let you know the trends inside your organisation by sharing how your team has been interacting with them. While they won't be able to share personal conversations, Buddy will be able to give you trends of where your staff need the most help, so you can be proactive and support your business.

Cinematic Videos

We pair your Buddy Chat Agent with beautifully produced vignettes that follow an epic story line to educate employees on their coverage. Gone are the days of boring webinars with a Broker and low quality replays.

Transform Benefits Education Into an Epic Adventure With Cinematic Videos

Pair Buddy with our movie-style benefits education videos and you'll captivate your employees with eye-catching, cinematic storytelling that turns learning into an experience!

Our adventure-themed vignettes feature unforgettable characters like Buddy ClaimsDr. Healtha Von Benefitstein, and Beaumont Lotzacash, guiding viewers through the world of employee coverage in a way that’s both entertaining and educational.

These bite-sized stories spark curiosity, boost engagement, and make understanding benefits genuinely fun.

Plans For All Levels

Essential

  • AI Buddy Chat Agent trained on your benefits program OR group retirement plan
  • Quarterly reporting
  • Complimentary access to BenefitsHub employee perks portal

$500 Set up

$50/month

ACTIVATE

Pro

[most popular]

  • Same as Essential with...
  • 1 Cinematic Adventure Storytelling Benefits Education Video
  • Buddy's Benefit Strategy Bulletin. A monthly plan member education email newsletter

$750 Set up

$100/month

Elite

  • Same as Pro with...
  • AI Buddy Chat Agent trained on all of your total rewards (compensation, time off and benefits) and group retirement program.
  • 1 Free Cinematic Video Story Theme Switch
  • Quarterly Plan Admin Best Practices Newsletter

$1,500 Set up

$150/month

FREQUENTLY ASKED QUESTIONS

We've got A's for your Q's

Is Our Data Secure?

You bet! We take security and compliance seriously. Buddy has partnered with ChatBase and is SOC 2 Type II and GDPR compliant, trusted by thousands of businesses to build secure and compliant AI Agents.  Your data stays yours. Your plan coverage data is only accessible to your AI agent and is never used to train models. Individual claims information is not accessed or used. Data encryption. All data is encrypted at rest and in transit. We use industry-standard encryption algorithms.  

I'm worried about our employee's claims information being hacked.

Buddy cannot access individual claims history. Buddy can assist with what your employee's share. For instance, an employee is taking Wegovy and want's to know about a lower cost alternative, Buddy can assist, but unless your employee shares with Buddy that they are taking Wegovy, Buddy will not be able to know that information or access it from the Carrier.  

Does Your Reporting Show Individual Chat Conversations?

Nope! The quarterly reporting will show topic trends at the group level and never individual conversations. Employees can trust that what they share with Buddy is 100% confidential.

Where Does The Buddy Chat Agent & The Videos Get Hosted?

We'll work with you to determine the most effective place. Whether that be inside your current HRIS or employee portal or building you a separate secure landing page.  

Can We Have a Custom Video Created?

All videos are tailored to each client. If you wanted to have a bespoke production created with new characters, theme and plot line we can bring our team together to make that happen for you. This level of customisation will range from $3,500 - $5,000 in production costs.  

What Source Information is Needed to Train the Buddy Chat Agent?

We'll need copies of your benefit booklet(s), and information on any other programs, perks, rewards or policies that make up your offering.  

What if We Change Insurance Carriers Later?

Buddy will need to get re-trained and tested by receiving copies of the new benefit book(s). This process usually takes 48 hours and has a set-up fee of $250

Why Should Choose You and Not Just have Our Staff Use Chat GPT For This Themselves?

Because they won't get the same results and experience. It all comes down to knowing the perfect prompts and understanding the nuances of how each carrier publishes their coverage information int heir benefits booklets.  

We spent 3 months testing most major carriers to learn how data in the booklets gets interpreted. There's lots of finesse in designing your chat agent that we've already done the legwork on.

Plus with our 22+ years in the employee benefits space as a Broker and Consultant, we can navigate this space with confidence.

Still Have Questions?