Top use cases

Agents:

AI differentiation

Win and retain clients with AI they can trust

Avante gives you a competitive advantage: purpose-built benefits AI that actually works, not generic chatbots that create risk. Carly enhances employee experience with accurate, personalized guidance while Ava delivers strategic intelligence for plan optimization and cost management. Position yourself as the forward-thinking partner who brings proven technology that delivers measurable results, not just promises.

Scalable client support

Deliver premium service across your entire client portfolio

Carly handles routine employee questions year-round across all your clients: plan comparisons, coverage explanations, eligibility verification, leave of absence navigation, life events guidance, and benefits navigation. Your team maintains visibility into what employees are asking without getting pulled into every interaction. Deliver high-quality support across your entire book of business. Scale efficiently while maintaining the premium service quality that retains clients.

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Strategic advisory insights

Make better recommendations backed by data

Ava provides the intelligence you need for strategic client advisory work: vendor performance analysis, cost trend tracking, utilization patterns, and program effectiveness metrics. Make data-backed recommendations about plan design, vendor selection, and benefits strategy. When clients ask about ROI or program performance, you have comprehensive answers ready.

Open enrollment execution

Make your most critical deliverable smoother for everyone

Ava analyzes historical enrollment data, identifies topics that confuse employees, and helps you build targeted campaigns. Carly handles real-time employee support during the enrollment window, answering questions as they arise. Your team focuses on strategic planning and client communication instead of fielding routine questions. Deliver successful open enrollment outcomes that strengthen client relationships and prove your value when it matters most.

What brokers & consultants are saying

"This marks a fundamental shift in how we support our clients. HR leaders are overwhelmed with routine benefits questions that drain time and resources. Carly changes that, delivering a faster, smarter way to support employees while unlocking immediate ROI and freeing HR to focus on more strategic priorities."

Jeff Fallick

President of OneDigital’s West Region

"We’ve always believed in the power of communications to change lives. With Avante, we’re adding a layer of intelligence to our creative and strategic work, helping clients not only tell better stories but understand how, when, and where those stories resonate. That’s the future of employee communication."

Jennifer Schuster

Senior Vice President and Communications Practice Leader

Resources for brokers & consultants

Guide

Avante Solution Brief

Product updates

Benefits transformation

Compliance & security

Article

Accuracy, compliance, and ethics in AI

AI safety

Compliance & security

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Press

Introducing Avante

Company updates

See what enterprise AI can do for benefits

Avante serves leaders and their advisors

Chief People Officers

Deliver AI transformation

Increase benefits utilization while freeing HR for strategic work. Show the board you’re deploying smart AI solutions that improve the employee experience and the bottom line.

Global Benefits Leaders

Maximize the value of your benefits

Focus on strategy, not administration. Get real-time visibility into what's working, what employees need, and where to invest so you can optimize program design.

FAQs

How does Avante help me win and retain clients?

Avante gives brokers and consultants a differentiated capability that is difficult to replicate with internal resources or generic tools. By offering your clients an AI-native benefits intelligence platform, you are delivering measurable value beyond traditional advisory services: 24/7 employee support, real-time analytics, vendor performance tracking, and proactive cost optimization insights. Clients who have access to this level of intelligence are less likely to shop their broker relationship because the data and insights become embedded in how they manage their benefits program. Avante helps you move from periodic advisory to continuous, data-driven partnership.

Can Avante be white-labeled for my clients?

Yes. Avante can be fully white-labeled, including custom naming, visual branding, and tone of voice. The platform can be embedded directly into your existing client portal or benefits hub, so it appears as a seamless part of the experience you deliver. Your clients’ employees interact with what looks and feels like your firm’s own AI-powered benefits tool, not a third-party product. This is especially valuable for consultants who maintain a branded advisory experience and want to add AI capabilities without fragmenting the client relationship.

How does Avante complement rather than compete with my advisory services?

Avante is designed to strengthen the broker and consultant relationship, not replace it. The platform handles the operational and analytical work that is time-intensive but low-margin for advisory firms: answering repetitive employee questions, pulling utilization data across vendors, assembling cost trend reports, and tracking vendor performance against contracts. This frees your team to focus on the strategic advisory work that clients value most and that drives retention. Ava’s intelligence also makes your advisory recommendations more data-driven, giving you real-time insights into how your clients’ programs are actually performing rather than relying on quarterly snapshots.

How do I position Avante to my clients?

The strongest positioning depends on your client’s priorities. For clients under pressure to adopt AI, Avante is a proven, enterprise-grade starting point that delivers results in 30 days. For clients focused on cost containment, the consolidation story resonates: Avante can replace multiple point solutions (decision support, navigation, analytics, data warehousing) with a single platform, offsetting or exceeding its cost. For clients struggling with employee engagement, Carly’s 7x engagement improvement over legacy tools is a compelling proof point. Avante’s team works with partners on co-selling materials, talk tracks, and client-specific positioning to support your sales motion.

What support does Avante provide during implementation for my clients?

Avante's implementation team manages the end-to-end setup for each client, including benefits document ingestion, plan configuration, access setup, channel integration, and accuracy validation. Your team does not need to become implementation experts. The typical timeline is 30 days from kickoff to Carly go-live. Beyond launch, Avante provides enablement strategies to drive employee utilization so the platform delivers measurable value from day one. Partners can choose the level of involvement that works for their practice: some prefer to lead the client relationship while Avante handles the technical setup, others prefer Avante to manage the full process with the partner copied on key milestones. Either way, the implementation burden on your team is minimal.

How does Avante help me deliver better reporting and insights to my clients?

Ava gives you and your clients access to unified, real-time intelligence that goes well beyond what traditional reporting tools can provide. Instead of assembling quarterly reports from multiple data sources, you can surface claims trends, vendor utilization, cost drivers, and employee engagement data through a single conversational interface. Ava can also generate outward-facing deliverables like QBR reports and leadership presentations directly. For brokers and consultants, this means you can deliver higher-quality, more frequent insights to clients with less manual effort, positioning your practice as a leading-edge advisory partner.

Win and retain more clients with benefits AI

Stand out with proven AI