For brokers, PEOs and general agencies

Every employee in your book gets a benefits expert who never goes home.

One link per group. Employees get answers from their actual plans — cost per paycheck, what's covered, how to enroll — in any language, at any hour. Every enrollment request lands with your advisor, not your voicemail.

Try the live demo Start a free 60-day pilot

Nothing to download or log into. Works with any carrier and any ben-admin system. A group is live in under a day.

ENES

Ask about your benefitsCoverage, cost per paycheck, enrollment, claims

Which medical plan is right for me?What will medical cost me per paycheck?How do I enroll?

Ask about your benefits…

Sample group. Rates and rules come from the group's plan documents, never from the model's memory.

What every group gets

Three things from one set of plan documents

Upload a group's enrollment guide, SBCs and rate sheets once. The assistant, the printed guide and the document library all come from the same file — edit a rate and all three update.

01 · The assistant

A benefits expert on every employee's phone

Plain-language answers about medical, dental, vision and voluntary plans, with the math done for their paycheck. It answers in whatever language the employee writes in, and when someone wants to enroll or add a dependent, it books them with your advisor.

Per-paycheck cost from age or tier rates, the employer contribution and the group's payroll cycle
Interface in English and Spanish; answers in Vietnamese, Tagalog, Russian, Chinese and more
Branded to your agency, with your advisor's contact card and booking link on every answer
Never recommends a plan, decides a claim or confirms coverage for a diagnosis

Open the live demo

The assistant on desktop: a conversation beside the group's plans, documents and advisor card

Answers in 2–4 seconds

02 · The benefits guide

A branded, print-ready guide — without a designer

The same file produces a letter-size benefits guide in the employer's own colors and logo: a cover with the employer contribution, one clean page per medical plan, an age or tier cost table, every voluntary line with per-paycheck costs, enrollment steps and carrier contacts. The QR code on the cover opens the assistant.

We pull the employer's logo, colors and a hero image from their website; you can override any of it
Print from the browser or save as PDF. Reprints itself when the group renews
Your agency name and advisor on every page

Open the sample guide See the matching assistant →

Benefits guide cover in the employer's branding

03 · Your console

See what every group is asking before they call

Questions are logged by group and topic, without names. You see which groups are confused about plan choice before open enrollment, where the Spanish-speaking workforce is, and which groups keep asking about disability or life — which is a cross-sell conversation waiting to happen.

Callback and enrollment requests by email, or straight into your CRM by webhook
Drag in new documents at renewal; the plan data updates from them
Magic-link sign-in for your account managers — no passwords to manage

Get a console on the pilot

The agency console overview: questions this week, callback requests, topics and activity by group

Sample data

How it works

Live for a group in three steps

No integration and no IT project on the employer's side. The first groups usually take an afternoon.

STEP 1

Drop in the documents

Enrollment guide, SBCs, rate sheets, brochures. We read them, build the group's plan data and flag anything missing. You review and press save.

STEP 2

Share one link

Print the guide (its QR code opens the assistant) and drop the link into Employee Navigator, Ease, Rippling or the new-hire email. It opens on any phone; nobody creates an account.

STEP 3

Watch the requests come in

Enroll, add a dependent, review coverage, help with a claim — each lands in your inbox or CRM with the group, name and phone. Every question is logged by topic.

Brokers

Keep the relationship and lose the 9 pm texts. Every employee gets the answer your best account manager would give; your team keeps the conversations that need a person.

PEOs

Each worksite employer gets its own plans, contribution and payroll cycle, so the per-paycheck math is right for every client. Requests route to your service team by webhook.

General agencies

Hand every downline broker an employee-facing assistant for the groups written through you, white-labeled to the broker. Multiple brokers under one account on Scale.

What it's worth

Run it with your own numbers

The assumptions are conservative and shown under the result. It doesn't count the premium written from the enrollment requests it routes to you.

Groups in your book 120 Benefits questions per group per month 6 Minutes your team spends per question 8 Loaded hourly cost of that time $38

67 hrs

of staff time per month, worth about $2,554, going to questions the assistant answers from the plan.

Assumes the assistant handles 70% of routine questions and the rest still reach a person.

Pricing

Priced by the book, not the headcount

Per agency, PEO or GA. Unlimited employees and conversations on every plan. Month to month, cancel any time.

Start free: five groups for 60 days.No card. We load your first five groups for you. Pick a plan when you're ready, or walk away.

Request a pilot

Starter

$199/ month

Up to 15 groups

Everything in the core set below
Self-serve group loading from documents
Callback requests by email
CRM / ticketing webhook
Custom domain
Multiple brokers under one account

Choose Starter

Most agencies

Growth

$499/ month

Up to 50 groups

Everything in the core set below
Priority group loading — send us the documents
Callback requests by email
CRM / ticketing webhook
Custom domain
Multiple brokers under one account

Choose Growth

Scale

$999/ month

Up to 150 groups

Everything in the core set below
Priority group loading
Callback requests by email
CRM / ticketing webhook
Custom domain
Multiple brokers / advisors under one account

Choose Scale

Core set, on every plan

Assistant in any language, all lines of coverage
Branded benefits guide per group
Plan documents hosted per group
Your branding and advisor routing
Question log by group and topic
No-cost voluntary benefit quotes on request

More than 150 groups, or an enrollment firm? hello@agencynodes.com

Security & E&O

Built to stay on the right side of the line

It explains and routes. It never adjudicates a claim, confirms coverage for a diagnosis, recommends a plan, or gives medical, legal or tax advice — and it says so on every page.

Nothing sensitive collected

No logins, no Social Security numbers, no bank details, no health information. A callback request is only what the employee types: name, phone, reason.

“Your certificate governs”

Every page and every answer carries it. The assistant's instructions forbid plan recommendations, claim decisions and coverage determinations.

A record better than a phone call

Every question and answer is logged by group, without names, for your E&O file. You can see exactly what was said.

Isolated per agency, served from the edge

Each agency's groups and documents are stored separately and served over HTTPS from Cloudflare's network. Plan documents are never used to train models.

FAQ

Questions brokers ask us

Does it give advice? What's my E&O exposure?

It explains what the plan says and routes people to the right place. It does not recommend a plan, decide claims, or confirm coverage for a specific condition; those are explicitly out of bounds in its instructions, and every page carries “your certificate governs” language. Every question and answer is logged by group, which is a better record than a phone call.

Where does the plan information come from?

From the documents you upload: the enrollment guide, SBCs, rate sheets and the employer's contribution rules. We read them into structured plan data per group, which you review before it goes live. The assistant can only answer from that; if something isn't loaded, it says so and offers the advisor rather than guessing.

Which carriers and ben-admin systems does it work with?

Any. It's a link, not an integration — it works alongside Employee Navigator, Ease, Rippling, Gusto or a paper guide, and with any medical, dental, vision or voluntary carrier.

What if a group doesn't offer voluntary benefits yet?

Load the core plans and mark the group “no voluntary benefits yet.” From the console you can request no-cost quotes for accident, hospital indemnity, critical illness and disability through our carrier-partner network. You get options to present; nothing is shown to employees without you.

What happens to the employee's data?

Employees don't log in and aren't asked for Social Security numbers, bank details or health information. Questions are logged by group without names. Callback requests contain only what the employee types in: name, phone and reason. Plan documents stay in your agency's account and are never used to train models.

How fast can a group go live?

Once we have the documents, a group typically takes under an hour to load and check. On the pilot we load your first five.

Can my brokers or account managers have their own logins?

Yes. Add their email in Settings and they sign in with a magic link — no passwords. On the Scale plan a GA can run multiple broker agencies under one account.

Can it be on our own domain?

On Scale, yes: benefits.youragency.com instead of ours. On every plan the pages carry your name, logo and colors.

Start with five of your groups. Free for 60 days.

Tell us a little about your shop. We'll open your console within one business day, and if you send a group's enrollment guide and SBCs we'll have that group live when you sign in. If your team isn't fielding fewer questions by the end of the pilot, walk away.

Try the live demo first See the sample guide

Prefer email? hello@agencynodes.com

✓Request received.

Check your inbox — a confirmation is on its way, and you'll have console access within one business day.