More Cases. Less Case-Building.
Your clients don’t care how many screens it takes to build a BenSelect case. They care how quickly you can get them live — and whether everything works when you do.
Build Assist takes the manual drag out of case setup. Upload the client workbook, add plan documents, and let AI capture what’s already there. It knows the BenSelect engines behind the plans, asks your case builder only for what’s missing, and puts everything into one structured review before submission.
Complex case? Fine. Unique plan design? Also fine.
It’s the same BenSelect engine your team already trusts, with fewer manual steps.
Open Enrollment Season Doesn’t Need More Tasks
Build Assist takes repetitive work out of case setup so your team can move faster without cutting corners on the cases that need their expertise.
More cases. Same team.
Build Assist starts with the information your team already has. Upload a completed client workbook and/or plan documents and capture available employer details, locations, job classes, payroll, eligibility, plans, and rates. Then add plan documents to help fill in product details.
Build Assist asks only for what it still needs, using straightforward questions, tap-to-answer options, and structured rate entry.
Documents used during the build can also move into the case forms library at publish, helping keep the materials employees see connected to the same source documents used during setup.
When the build is ready, your operator gets a clear Review & Edit experience to check the work, resolve anything that doesn’t line up across source documents, make changes, and confirm the case before submission to BenSelect.
Skip the Rekeying
A completed workbook shouldn’t become another manual slog. Build Assist uses what’s already there and asks your operator only for what’s missing.
Reduce Manual Work
Less rekeying means more time for exceptions, review, client needs, and the work that actually requires an experienced case builder.
Get Your Rates Right
Health and tiered plans. Life. Accident. Disability. Build Assist understands which BenSelect engine applies and helps capture employee and employer costs correctly.
Handle the Hard Cases
Fast shouldn’t have to mean templated. Build Assist is designed around the complex plan structures BenSelect already handles — so unique cases don’t have to go back to the slow lane.
Keep Sensitive Employee Data Out of the Model
Client census files contain personal information AI doesn’t need. Build Assist separates it before any AI payload is created. Names, Social Security numbers, dates of birth, addresses, phone numbers, emails, and other identifying fields never reach the model. That’s privacy built into the workflow.
More Case Build Capacity.
Less Manual Work.
Whether you’re bringing new groups live under your own brand or managing cases across a book of business, Build Assist keeps the work moving without flattening the complexity behind it.
For carriers, that means a faster path to go-live, less repetitive setup, and fewer opportunities for mis-keyed information to become downstream support issues.
For resellers, Build Assist understands that one book of business may span multiple BenSelect sites. Cases stay organization-scoped, the correct site is selected during the build, and that context follows the case through publish — helping teams manage volume without losing separation between client environments.
What Makes Build Assist Different?
Lots of AI can read a document. Build Assist understands what it takes to build a benefits case from the streamlined to the most complex.
Every captured value keeps its source with it — down to the workbook sheet and cell or the document it came from. Suggestions include confidence levels and the reason behind them, so your case builder can see not just what Build Assist proposes, but why.
And when two documents don’t quite agree? Build Assist doesn’t quietly guess. It asks your operator to resolve the difference before moving forward.
No black-box builds. Your team reviews the case and publishes through their own BenSelect login.
AI shows its work. Your team makes the call.
