INSURANCE · EMPLOYEE BENEFITS

An agentic operations console for an employee-benefits broker

Benefits brokers juggle employer onboarding, plans, quotes, renewals and service tickets across tools. Wexa built an operations console with a copilot that can do the work on screen, with a preview-and-confirm step on every change.

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workspaces: onboarding, clients, plans, quotes, renewals, issues
of copilot actions
of changes previewed, confirmed and logged

CLIENT: US employee-benefits brokerage
REGION: US
WHEN: 2025
ENGAGEMENT: Solution build
WEXA COMPONENTS: Operations console · copilot agent · preview-and-confirm actions · audit log

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The challenge

Onboarding and renewals tracked across spreadsheets and email
Service issues handled ad hoc
Assistants that can change data need guardrails

What Wexa built

Console for onboarding projects, clients, plans, quotes, renewals, issues and reports
Copilot that navigates and fills forms ("start onboarding for this client on 15 March")
Preview → confirm-diff → write → audit-log pattern for every proposed change
Admin, approvals, rules, integrations and documents pages

02Case 36

How it runs on Wexa

FigureHow this use case runs on Wexa: client systems connected, ontology discovered, context graph in the Wexa memory layer, agents and process flows, and governance. Highlighted components are central to this use case.

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Results

Measure	Before / without Wexa	With Wexa
Account managers for the same book of clients	20 managers	14 managers
Annual cost of the process	$1.7M	$1.2M
Time to implement the AI solution	4 months	4 weeks
AI build cost (one-time)	$192K	$15K
AI operating cost per year (models, infrastructure, upkeep, platform)	$141K	$69K
Total AI cost in year 1	$333K	$84K