Built for Benefits Advisors. Shaped by Benefits Advisors.
BenefitBooklet is the AI platform benefits advisors use to turn carrier documents into client-ready plan comparisons and benefit guides — and manage clients, proposals, and renewals across their entire book of business — in minutes, sometimes seconds.
In honor of America's 250th year, we're establishing the America250 Founding Cohort — a limited group of up to 250 Agency subscribers helping shape the future of BenefitBooklet. Agencies may apply for consideration, but acceptance into the cohort is separate from and not guaranteed by an Agency subscription.
Be one of the Founding 250.
Agency subscriptions and Founding Cohort applications are reviewed and managed separately. An Agency subscription does not include or guarantee acceptance into the America250 Founding Cohort.
Why America250?
America's 250th year is a once-in-a-generation marker. We're inviting a founding class of agencies to help build what benefits advisory looks like for the next quarter century.
A milestone moment
In 2026, America turns 250. We're marking the moment by establishing the America250 Founding Charter.
A founding class of 250
America250 Charter status is limited to up to 250 accepted Agency subscribers. Once the founding class is full, it closes — for good.
Design partners, not just subscribers
Charter members help shape the platform — where it goes, what we build, and how advisors work next.
Recognition that lasts
Founding status is a permanent marker: you were here at the start, and we'll recognize it.
What Charter members receive
America250 Charter status is about standing, access, and influence — being part of the founding class that shapes the platform.
Founder recognition
Public founding-member recognition as part of the America250 Charter class.
Founder directory placement
A listing in the America250 founder directory alongside the founding class.
Priority support
Front-of-line help from our team whenever you need it.
Early access
Try new features before they're released to everyone.
Founder community
A private founding-class community of advisors building alongside us.
Direct roadmap influence
A real voice in what we build next and where the platform goes.
Two ways to get started
Start your Agency subscription to put your whole team on BenefitBooklet today — then apply to be considered for the America250 Founding Cohort. The two are reviewed and managed separately.
Start building today
Get full access to BenefitBooklet for your agency. This is a standard subscription — no application required.
- Unlimited benefit guides and client workspaces
- AI-powered carrier proposal extraction
- Team seats for your whole agency
- Renewal pipeline, documents, and dashboard analytics
Agency subscriptions and Founding Cohort applications are reviewed and managed separately. An Agency subscription does not include or guarantee acceptance into the America250 Founding Cohort.
Apply for the Founding Cohort
Tell us a little about your agency. Applications are reviewed by our team — we'll be in touch.
Who it's for
The Founding Cohort is a small group by design — up to 250 Agency subscribers selected by application. We're looking for advisors who want to build alongside us.
Apply for the Founding Cohort- Independent benefit advisors and brokerages
- Agencies modernizing how they build client deliverables
- Teams that value design, accuracy, and speed
- Advisors who want a say in where the product goes next