Most benefits teams are using AI badly. That is a fixable problem.
Online training for benefits professionals on how to get useful, verifiable work out of AI — and how to recognize when what you are looking at is confident and wrong. Sessions are being scheduled now.
The tool is the easy part.
Nearly everyone who tries AI on benefits work has the same two experiences in the first week: an answer that saves an hour, and an answer that would have been embarrassing if they had sent it. The difference between those two is almost never the model. It is how the question was asked, what context was supplied, and whether anyone checked.
That skill is teachable, and it transfers. It is worth having whether or not you ever buy anything from us — which is why we teach it as its own thing rather than as a product demonstration. If you do go on to use the SKILLs Suite, you will get considerably more out of it, because the habits are the same habits.
Practical, and specific to benefits work.
Worked through with real benefits questions — a part-time exclusion, a severance arrangement, a controlled-group problem — rather than generic prompting advice borrowed from marketing or software.
Where AI helps and where it fails
The three failure modes that matter in this field: it answers the generic plan instead of yours, it does not know when to stop, and it is stale in an area that moves quarterly. Knowing the shape of the failure is most of the defense.
Asking a question properly
Leading with context rather than the bare question, pointing at documents instead of letting the tool assume a plan term, and asking for an issue-spotting pass before a finished draft. Before-and-after examples throughout.
Working iteratively
Treating the first answer as a draft, correcting bluntly rather than politely, and the single question that catches more errors than any other: what did you assume that I did not tell you?
Telling a good answer from a plausible one
How to make the tool show its work — name the document, quote the governing language, cite the section — and what it means when it will not. Plus the checks worth running every time before anything leaves your desk.
Giving it your own documents
Standing up a workspace holding your plan documents, SPDs, and administrative forms so answers are about your plan rather than a plan in general — and confirming the documents are actually being read, which is the step people skip.
Data hygiene and what not to delegate
What should never go into a prompt, how to test coverage without participant names, and the categories of decision that stay with the plan sponsor, the administrator, and the named fiduciaries no matter how good the draft looks.
Written for the person actually doing the work.
A good fit
- A one-person benefits function that fields every question and has nobody to hand the hard ones to.
- A benefits department wanting its team to work the same way rather than each person improvising.
- In-house counsel deciding what they are willing to let their team use AI for.
- Advisory firms, TPAs, and brokers whose people answer benefits questions for clients all day.
Not the right room
- Anyone looking for a software demonstration. This is instruction, not a sales walkthrough.
- Anyone wanting substantive ERISA training. The subject is how to use the tools, not the law itself.
- Anyone hoping to remove professional judgment from benefits work. The training argues the opposite.
Upcoming
No dates are on the calendar yet. We are scheduling the first sessions now and will announce them here.
Tell us you want to know, and you will hear before it goes out anywhere else.
Get the dates when they are set
One email when sessions are scheduled. Nothing else, and no list you have to escape from afterward.
Past sessions
Each session is recorded and the recording is available afterward, purchased individually. Useful if the live date did not work, or if you want the rest of your team to see it without booking everyone into a session.
Nothing recorded yet. Recordings appear here after the first session runs.
If you would rather start now than wait, the SKILLs Suite includes a getting-started SKILL that teaches the same setup and prompting habits directly inside the tool.
Start with the training, or start with the tools.
Either order works. The training makes the Suite land better; the Suite gives you somewhere to practice what the training covers.