Every open enrollment call, answered.
BENI Voice places, receives, and documents benefits-enrollment calls at scale — a compliant AI voice agent that discloses recording, verifies consent, books the appointment, and hands your team a clean transcript every time.
Multi-tenant, workspace-isolated platform — architected for HIPAA-sensitive benefits data from the first migration.
Manual outbound calling doesn't scale to open enrollment
Coverage windows are short
Open enrollment runs a few weeks a year. A human calling team can't reach every eligible member before the deadline — so plenty enroll late, default, or not at all.
Consent gets lost
Manual dialing rarely produces a clean, timestamped record of what was disclosed and what the member agreed to — the exact record carriers and regulators ask for.
Systems don't talk to each other
Dialers, scheduling sheets, and SMS reminders usually live in separate tools, so nothing follows a member from first ring to a booked appointment.
Every conversation isn't the same
Even experienced representatives vary in communication style, energy, product knowledge, and day-to-day performance. Stress or a rough day can change the employee experience and the consistency of the message being delivered.
Call coverage depends on who shows up
Traditional call centers are vulnerable to call-outs, PTO, turnover, breaks, and unexpected shortages. During peak enrollment, even a few absences mean longer wait times, missed calls, and fewer employees reached.
More calls require more people
A traditional call center can only handle as many conversations as its available staff. When volume spikes, organizations add shifts, hire temporary workers, or accept longer waits — BENI Voice expands capacity without expanding the call center workforce.
AI-enhanced outreach, with a human in the loop
The agent runs every call end-to-end, but it doesn't operate unsupervised. A trained reviewer samples calls, flags edge cases, and feeds what they find back into the flow — so the system gets better instead of quietly drifting.
Sampled call review
Reviewers listen to a rotating sample of calls each week, scored against your enrollment script and compliance checklist.
Automatic escalation triggers
Calls that hit confusion, distress, or an out-of-scope question are flagged for human follow-up in real time — not caught after the fact.
Continuous retraining
Patterns from reviewed calls feed back into the conversation flow, so the agent improves every enrollment cycle instead of staying static.
Review cadence is set per workspace — weekly sampling for high-volume campaigns, spot-checks for smaller ones.
One call, five checkpoints
Dial & identify
BENI Voice places the call from your tenant's own Twilio number, confirms it reached the right member, and states who's calling and why.
Disclose & confirm consent
The agent discloses call recording and purpose before continuing, and logs the member's response as a timestamped consent event.
Present enrollment options
The conversation follows a flow built in the visual flow builder, walking the member through plan choices using their own eligibility data.
Capture the election
At the client's option, elections are captured and entered into your enrollment platform — automatically via API, or by a reviewer for clients who want a human in the loop.
Confirm & hand off
The member gets an SMS confirmation, and your team gets a full transcript, recording, and structured data — not just a call log.
Everything an enrollment calling program needs, in one place
Multi-tenant workspaces
Every client runs in an isolated workspace with row-level security on every table, so one tenant's data is never visible to another.
Voice + SMS, one flow
Calls and text messages share the same conversation state, so a reminder or confirmation always reflects what actually happened on the call.
Visual flow builder
Design enrollment conversations as a flow of nodes — no code required — with the node palette your team already expects from call trees.
Long-call engineering
Prompt caching, rolling context summarization, and mid-call checkpointing keep long enrollment conversations coherent and resumable if a call drops.
Capacity-matrix scheduling
A purpose-built scheduling engine matches call outcomes to your enrollment team's real availability — not a generic calendar link.
Provider-agnostic LLM
Built on Anthropic and OpenAI behind a single interface, so a model change never forces a platform rewrite.
Outbound calling for employee benefits enrollment
BENI Voice is purpose-built for licensed brokers, TPAs, and HR teams running open enrollment campaigns — not a general-purpose call center tool retrofit for benefits data.
- Speaks to each member's actual plan eligibility, not just a script.
- Understands enrollment deadlines and prioritizes outreach as a window closes.
- Captures plan selections, dependents, and beneficiary confirmations as structured data.
- Available 24/7, so employees can enroll before, during, or after their shift — no pausing production or pulling teams off the floor to coordinate around call center hours.
Designed around regulated data from the first migration
HIPAA-ready by design
Workspace isolation, encrypted transcripts, and audit logging are structural requirements in our data model — not a layer added before launch.
BAA-aligned partners
Twilio, Deepgram, Anthropic, OpenAI, ElevenLabs, Hume AI, Supabase, and Cartesia were selected because they support Business Associate Agreements for PHI-adjacent workloads.
Per-tenant Twilio accounts
Each client's calling and messaging runs through its own account, keeping call records, numbers, and compliance posture cleanly separated.
Every call, on the record
Recording disclosure, opt-in, and opt-out are logged as structured events tied to the call — never left to a verbal aside.
BENI Voice is currently onboarding design partners ahead of general availability. Business Associate Agreements are executed per customer as part of onboarding. This section describes platform architecture and intent, not a third-party certification. Read our Privacy Policy and SMS & Voice Communications Terms for details.
Talk to us before open enrollment starts
We're onboarding a small group of design partners to shape the flow builder, scheduling engine, and compliance tooling alongside us. Tell us about your enrollment volume and we'll set up a walkthrough.
What happens next:
- We look at your current enrollment calling process.
- We map one campaign into a BENI Voice conversation flow.
- You watch it run against test data before anything goes live.