AI agents for employee benefits brokerage
AI agents alongside Employee Navigator and Ease. Renewal marketing, open-enrollment build, and eligibility reconciliation run so the consultant advises instead of administers.
Systems of record this works alongside
Starter workflows
Renewal marketing
Ahead of the group's renewal, pull the current plan and census, request quotes from the carrier panel, normalize the responses into a side-by-side, and draft the renewal presentation for the consultant. The marketing that took a week of back-and-forth runs in the background.
Open-enrollment build
Configure the enrollment in Employee Navigator or Ease from the elected plans, draft the employee communications, and track completion by employee. The account manager works the stragglers instead of building every group by hand.
Eligibility and carrier reconciliation
Reconcile enrollment against the carrier bills and the eligibility files, flag the discrepancies that cause coverage gaps and billing errors, and draft the correction for the account manager to submit.
New-hire and life-event handling
Process routine qualifying events and new-hire enrollments, confirm the elections, and update the benefits administration system, escalating anything non-standard to the account manager.
The consultant sells advice and delivers administration
An employee benefits broker wins the account on strategy and keeps it on service, but the service is mostly administration: building enrollments, reconciling carrier bills, and fixing eligibility gaps that surface when an employee cannot get a prescription filled. Ceven runs that administration against Employee Navigator, Ease, or PlanSource, so the consultant spends the renewal season advising the client rather than rekeying the census into a quoting tool. The benefits administration platform stays the system of record; the operations around it stop consuming the account team.
Renewal season without the all-nighters
Renewal season compresses months of work into a few weeks, and every group needs quotes gathered, normalized, and turned into a clear recommendation on a deadline the client did not choose. Ceven pulls the current plan and census, requests and normalizes the carrier quotes into a clean comparison, and drafts the presentation to the brokerage's template, with the plan differences called out in plain language. The consultant reviews and presents. The season stops being a scramble and becomes a queue of decisions.
Eligibility errors caught before they become claims problems
The gap between what the employer thinks is enrolled and what the carrier has on file is where coverage denials and billing disputes come from, and nobody notices until an employee is stuck at a pharmacy counter. Ceven reconciles enrollment against the carrier bills and eligibility files continuously, flags the discrepancies, and drafts the correction for the account manager to submit. The errors get caught in reconciliation instead of at the point of care, and every correction is logged.
Frequently asked
Does the agent give benefits advice to employees?
No. It handles enrollment mechanics, communications, and reconciliation. Plan advice and recommendations stay with the licensed consultant.
Does this work with Employee Navigator and Ease?
Yes, both on the standard adapter, along with PlanSource and Zywave. Ceven reads the group and enrollment data and writes drafted changes back on the brokerage's authorization.
Can it submit changes to carriers?
It drafts the eligibility corrections and enrollment changes and the account manager submits through the carrier connection the brokerage already uses. Nothing goes to a carrier without a human's approval.
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