For Brokers

Your book of business, in the AI era.

Amanda runs the labor your team dreads. The OE meetings, the EOI chasing, the 10pm member calls. You keep the relationship, stay the producer of record, and triple the commission on voluntary.

Get a demo Try Amanda live ↓
Amanda
Your AI benefits counselor
Renewal
Ask Amanda about the book…
✦
The problem

OE season is when brokers go underwater.

Renewal spreadsheets. Enrollment meetings. EOI chasing. The 10pm member calls. It is all labor, and almost none of it is billable.

So you either staff up and watch margin shrink, or you stop growing the book.

!
Renewal model due Friday (4 carriers)
NEW
!
EOI forms pending, 23 employees
NEW
M
Member: "I lost my card"
11:20p
!
OE meeting requests, 6 groups
NEW
D
Dependent docs missing (14)
2d
V
Voluntary enrollment stalled
9:03a
Broker queue · OE week
What changes for your brokerage

You stay the advisor. Amanda does the labor.

Keel sits on top of the benadmin your clients already use. Amanda runs the work, and you stay in the room with the CFO.

01 · Commission

Keep 3x the commission on voluntary.

Standard year-one voluntary commission is about 15%. With Amanda as the counselor and you as the producer of record, brokers keep 45%. Carriers reward the placement, not the labor.

  • 45% retained on voluntary
  • Producer of record stays yours
  • No revenue share with Keel
0
commission kept on voluntary
  • vs ~15% industry standard
02 · Relationship

You keep the relationship.

Producer of record stays with your brokerage. Commissions flow to you. Amanda is the labor you hand off, so you can be the strategic advisor your clients actually want.

  • Producer of record stays yours
  • Your brand in front, Amanda behind
  • Real strategic time with the CFO
A broker advising a CFO across a desk in a bright modern officeYou stay the advisor
03 · The labor

OE labor, handled.

Enrollment meetings, EOI follow-up, dependent docs, the member questions. Amanda runs all of it, in every language, all year. Your team stops doing seasonal triage.

  • 1:1 OE meetings on every channel
  • 80%+ EOI completion
  • Member services, year-round
Amanda taking a member call from a sunlit officeMember services, year-round
0*
The commission on voluntary, kept
0*
EOI completion vs 30 to 50% baseline
$0*
In FTE labor replaced per mid-market book
Big wins for your book, none of the labor
Keep 3x the voluntary commission You stay producer of record 80%+ EOI completion OE labor, handled Every employee, every language SOC 2 · HIPAA
We grew the book 30% without adding headcount. Amanda runs OE and the member calls, so I am finally the advisor in the room, not the one chasing EOI forms at midnight.
DM
Daniel M.
Principal, employee-benefits brokerage
Composite testimonial · representative of partner brokers
* Representative of partner brokerages · composite figures

Grow the book, not the team.

A thirty-minute walkthrough on a real book of business. We will show Amanda modeling a renewal, running an OE meeting in another language, and closing EOI forms while you stay the producer of record.

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SOC 2 Type II · HIPAA · BAA available · Producer of record stays with your brokerage
Want to see Amanda work? It takes 20 minutes.
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