For benefits brokerages · SMB book
Run 10× the small-group book, without the overtime.
Bookwright is the always-on agentic co-pilot for benefits brokers managing many small-group employer accounts. It watches every client’s payroll, headcount and renewal calendar, flags ACA, FMLA and ERISA risks before they turn into audit findings, shops multi-carrier quotes side by side — and drafts the SBC, 5500, Section 125 and enrollment paperwork that drowns a brokerage at scale.
Built for benefits agencies, general agencies and PEO-adjacent practices that want to grow their SMB book without growing headcount.
Cedar & Cline Logistics
Needs youMeasurement period closes in 14 days — 3 employees flagged for stability reclassification.
Greenwood HVAC
Ready for review3 of 4 carrier quotes returned, normalized benefit grids merged. Awaiting carrier #4.
Hazel Park Family Dental
Needs youTwo continuous-leave certifications need reviewer sign-off before the 30-day window.
Northshore Tutoring Co-op
In progressNew summary plan description drafted from latest plan documents — issuing for broker review.
Request a demo
See Bookwright on your book, not a generic sandbox.
Share the shape of your small-group book — segment, headcount mix, carrier roster — and a broker on the team will come back within one business day with a concrete plan for what an agentic co-pilot would take off your plate first.
- A working broker reads every inbound — never a chatbot, never an SDR queue.
- We come back with a build plan for your actual book — segment, headcount, carriers.
- Prefer email? Write us at bookwright-zf7eqy@polsia.app.
Request a demo
What Bookwright handles
The relentless monitoring, comparison and filing that make small-group books painful to scale.
Six jobs a brokerage would otherwise staff up to deliver — in one always-on co-pilot, with the broker keeping the calls that require professional judgment.
- Group-size thresholds, contribution rules and contributory vs. non-contributory classes handled per filing.
- States with their own forms and waiting-period quirks (CA, NY, MA, NJ, D.C.) wired in.
- Carriers, PBMs and networks are referenced by their actual product names — no generic RT-N/A boilerplate.
For agencies, general agencies and PEO-adjacent practices running 50–500 small-group accounts from one seat.
Every small-group renewal has a dated workstream with the carrier asks, parity reviews and paperwork all pre-drafted. Two weeks before an effective date brokers see exactly what is missing — and what to push back on.
Bookwright models measurement, stability and FMLA eligibility windows nightly, scores 5500 and SPD distribution risk, and surfaces only the items that need a licensed broker’s judgment — not the noise.
Provider top-utilization snapshots, in-network hit rates, and any specialty-drug step-therapy requirements arrive pre-organized. The broker keeps the call; the legwork is already done.
Normalized grids across deductibles, OOP max, copays and Rx tiers — across Anthem, Aetna, UHC, BCBS, Cigna, Kaiser and your local carriers — without re-keying into five portals.
Bookwright produces the SBC matrix, 5500 filing package, Section 125 nondiscrimination calc and OE packets straight from the plan docs, ready for broker review and client signature.
Reads from your CRM and AMS, writes back notes and tasks. Sits alongside Vertafore, Applied Epic, AgencyBloc and HubSpot — no rip-and-replace, no migration weekend.
How it works
The rhythm a brokerage can plan around.
Bookwright does not replace your judgment — it pulls the busywork out of it. Four stages that match how a benefits book already runs.
- Step 01
Connect
Link each client’s payroll, HRIS and carrier feeds through the broker CRM. One-time per client — no spreadsheets, no new logins for the client team.
- Step 02
Monitor
Bookwright watches the queue around the clock: headcount drift, ACA measurement windows, FMLA events, ERP/Summary Annual Report deadlines, renewal calendar pressure.
- Step 03
Surface
Only the items that need attention land in your inbox, scored by severity and confidence with the carriers and form citations attached. Everything else stays filed.
- Step 04
File
Drafts — SBCs, 5500s, Section 125 calculations, enrollment packets — generated from the live plan docs. Broker signs off, Bookwright files on schedule.
10×
small-group accounts
stewarded per licensed broker seat — without missing deadlines, dropped coverage or last-minute scrambles.
Always-on
monitoring
payroll, headcount, ACA measurement, FMLA eligibility, ERISA filings — every client book, every calendar day.
Pre-audit
risk flags
ACA, FMLA & ERISA issues surfaced before they turn into findings — with the carriers and citations attached.
Questions brokers ask first
Compliance, integration, and where the agent stops.
If the answer your broker team needs is not here, write us directly — we answer every inbound from a working broker, not a chatbot.
Write to the teamStop scaling headcount to scale your book
Put a single broker seat in charge of 10× the small-group renewals.
Bookwright is shaped with working broker teams, not pitched at them. Tell us about your book — segment, headcount mix, carrier roster, biggest pain — and we’ll come back with a concrete build plan within a week.
We answer every working broker within one business day.
What
Bookwright
Agentic co-pilot for benefits brokers managing many small-group employer accounts.
For
Benefits agencies & GAs
Practices stewarding 50–500 SMB employer accounts from one licensed broker seat.