Every renewal deserves a team that knows what comes next

Employee-benefits brokerages run on deadlines that arrive before the work is ready. The renewal calendar tells you a decision is due. It does not tell you which plan document is missing, which effective date conflicts, or which question only a benefits professional should answer. A hands-on Zati workshop puts that work in front of you, on your own documents, with you operating it from the first hour.

Book your free 30-minute discovery call

Bring one recurring responsibility

Pick the work you keep carrying. For most brokerages it is renewal preparation: anonymized plan summaries and a renewal calendar going into an employer brief and a missing-input checklist. We define what a useful result looks like before assigning anything, so the output is something an account lead can actually judge.

Your free audit, report, redesign preview and demo

Your first conversation with David is free. You receive an audit of your website's SEO, AEO and GEO, a preview of how a redesign could look, and a demo of what we could build for a benefits brokerage. Bring your website and one renewal checklist. You keep the audit report and redesign preview whether or not you book a workshop — no purchase obligation.

What we build with you

A website clients and answer engines can read

Brokerages are found by plan questions and renewal timing, not brand search. We work through the audit on your agreed pages: service pages for medical, dental, life and disability, mobile experience, and the contact path an employer uses to reach you. AEO and GEO work makes your business information clearer and easier for answer engines to access and interpret. We redesign the agreed pages with you and show you how to update them, so the next improvement does not have to become another development project.

A voice agent for phone inquiries

Set up an xAI voice agent around your business information, common questions and the details you need from callers — plan year, effective date, employee count, and the broker's name for follow-up. You work through the call flow together and test what happens when the agent needs a person. We agree on any booking, quotation, transfer or connected-tool action before including it. Your brokerage decides what can be handled automatically and what needs a human.

An AI-worker organization with clear responsibilities

Workers get useful, bounded jobs with inspectable output:

Renewal preparation worker. Input: anonymized plan summaries, the renewal calendar, last year's brief. Output: an employer brief with each section linked to its source, plus a missing-input checklist. Handoff: the checklist goes to the comparison worker.
Comparison worker. Input: supplied plan documents and your comparison criteria. Output: a side-by-side packet that flags omissions and ambiguous terms rather than resolving them. Handoff: to the account lead.
Employer question worker. Input: approved employer questions and enrollment guidance. Output: draft responses and a separate list of questions that call for a benefits professional.

We also create workers to maintain SEO, AEO and GEO: review pages, identify gaps, suggest updates and prepare changes for your review. Roles, instructions, context and handoffs are set up in Zati, Muse or GrokBot, depending on what suits the work.

The skills to keep it working

You do the work alongside David. Practice changing information, reviewing a worker's output, spotting a mistake and making the next improvement yourself. You finish operating the agreed setup and explaining how to maintain it, with your accounts, operating guidance and a practical routine for checking the work.

A prospective workflow, described honestly

Here is the workflow we would scope on the call: anonymized plan summaries and a renewal calendar in; an employer brief and a missing-input checklist out; the checklist passed to comparison; the comparison packet routed to the account lead, who resolves conflicting effective dates, chooses the recommendation and approves anything that reaches the employer. Your brokerage applications and carrier systems remain the record of truth. Connected access, if you want it, is a separate decision made during the call.

Choose the workshop depth that fits

Practice asking workers for tasks, reviewing their work and improving instructions through conversation.

Each package has a written scope and quote agreed on the call; longer workshops give us room to connect more of the business and practice more deeply. A two-hour session is a focused slice, not a guarantee of a full setup.

2 hours — one agreed improvement or one worker, with hands-on practice and next steps.
4 hours — a focused workflow and its maintenance routine, with time to test and repeat it yourself.
8 hours — a broader setup across agreed website, voice or worker tasks.
16 hours — several agreed parts connected, with confidence operating and improving the setup.
32 hours — a deeper multi-workflow programme with a more extensive operating playbook.

If you want free website hosting, we help set it up and show you how to manage it; you can keep a suitable existing host. Domain renewals, phone and AI usage, and any paid software remain separate costs we identify before the workshop.

Questions before you begin

Do we need to connect carrier systems to begin?

No. A first workflow can run on anonymized plan summaries, renewal calendars and approved documents you already hold.

Who decides what goes to the employer?

Your people. Workers prepare drafts and flag questions; the account lead resolves plan interpretation and approves external communication. No legal, medical, tax or professional judgment is delegated to a worker.

Can you guarantee rankings or AI citations?

No. We improve the agreed pages and create a maintenance process; search and answer engines determine their own results.

Bring one renewal to the conversation

Bring a renewal checklist and an example of the client pack you want to review.

Book your free 30-minute call — or email david@sire.run. You keep the audit report, redesign preview and a clearer idea of the next step, whether or not you choose a workshop.