Know the other firms you’re up against. Who they are, what they’re doing, and where you have room to win against them.
For employee benefits firms
Generic AI doesn’t know the benefits market.
See how your firm stacks up against the competition, and where the industry is heading.
The problem
An industry view your firm can actually use.
Most AI tools were built for everyone. They give confident answers with none of the industry context a benefits firm actually operates in.
Simple Genius gives your team a view of the competitors you're up against and the industry moves shaping the year, so decisions get made with real context, not a guess.
Direction, not dashboards. Built for how benefits actually works.
What this looks like
What the product actually does for a benefits firm.
Get the industry moves worth a conversation with your leadership. You’ll see the regulatory changes, market shifts, and trends that affect how you run your firm this year.
You’re not talking to a generic chatbot pretending to know benefits. You’re working with a system grounded in how your industry actually operates.
Your team’s AI
An internal AI your people can actually use.
Give every person in your firm an AI rooted in your company, your industry, and where you’re trying to go. Safe by default. Useful on day one.
Simple Genius · your firm
How should we position against the biggest benefits firm in our market this quarter?
Three plays make sense. Their strength is scale, so competing on breadth is a loser. Your edge is depth of service and mid-market employers they can’t give the same attention to.
- Lead with dedicated consultant time on groups 100–500.
- Tighten renewal outreach to 120 days out.
- Target the 12 employers they lost last year.
Grounded in
Your book
Competition Hub
Your 2026 plan
Industry moves
Start here
See where your firm stands. It takes about four minutes.
Twelve questions. A score out of 48 and the three places you’re most exposed.