Simplifying Renewals, Amplifying Value

About BenefitsTec

Many hours are often spent analyzing numbers during the renewal process. This annual cycle of complex calculations and evaluations is redundant and, when done manually year after year, prone to errors. By removing these repetitive, time-consuming tasks from the workday, more time is left to focus on clients' needs. With this vision and goal in mind, BenefitsTec was created.

BenefitsTec’s true innovation lies in its ability to replicate the analytical expertise of analysts and underwriters, bringing greater efficiency and consistency. By systematizing the assessment of multiple factors, BenefitsTec automates the routine aspects of the renewal process, providing employee benefit consultants and brokers with detailed reports and recommendations within minutes on how best to inform and advise their clients.

BenefitsTec is a game-changing solution that streamlines processes by translating the analytical methods of underwriters into a standardized framework. This framework can be applied to any renewal process across various clients, making BenefitsTec a versatile and indispensable tool.

Richard Polak

Mission Statement

At BenefitsTec, our mission is to revolutionize the employee benefits insurance landscape by leveraging cutting-edge technology and innovative solutions. We are committed to transforming the renewal process for employee benefits insurance brokers and consultants, enhancing their efficiency and value proposition. Our primary goal is to streamline the complexities of underwriting and claims experience evaluations, enabling our clients to navigate the renewal process with unprecedented ease.

We are driven by the belief that every client, regardless of size or industry, deserves a seamless and insightful insurance renewal experience. By capturing the essence of underwriters' expertise and translating it into a comprehensive and repeatable framework, we aim to simplify and expedite the renewal process for the benefit of both brokers and their clients.

Our dedication extends beyond medical renewals, as we strive to extend the benefits of our solution to various insurance products, including disability insurance, dental insurance, and more. With a focus on experience-rated models, we are committed to ushering in a new era of consistency and efficiency in the employee benefits sector.

As a company, we stand at the intersection of technology and expertise, and we are passionate about delivering measurable value to our clients. By embracing innovation, automation, and data-driven insights, we empower employee benefits professionals to elevate their services and focus on strategic decision-making, rather than repetitive processes.

BenefitsTec is built on the pillars of collaboration, integrity, and excellence. We are dedicated to fostering partnerships with our clients, understanding their unique needs, and continuously refining our solution to exceed expectations. Our vision is a future where employee benefits insurance brokers thrive in a dynamic and efficient ecosystem, delivering exceptional value to their clients while embracing the full potential of technology.

Join us in reshaping the landscape of employee benefits insurance. Together, we can unlock new possibilities, drive positive change, and create a brighter, more streamlined future for the industry.

BenefitsTec Team

The BenefitsTec team comprises seasoned professionals with deep-rooted expertise in the employee benefits consulting and administration. Our team understands the intricate challenges advisor’s encounter. We are dedicated to optimizing efficiency and achieving cost reductions, leveraging our extensive industry knowledge and analytical prowess. This commitment positions BenefitsTec as a trusted partner for brokers, delivering actionable insights and tangible benefits.

Richard Polak, CEO:

Richard has a proven track record of leadership and innovation in global HR. His career includes tenures at industry giants such as MetLife, Deloitte, and Mercer. His entrepreneurial spirit led him to establish IBIS Advisors, a company he successfully led for 17 years before merging it with Arthur J Gallagher. This transition led to his appointment on the firm’s Executive Committee. Richard lends his expertise to several organizations serving as an advisor to the American Benefits Council and the Silicon Valley Employer Forum, acting as a congressional advisor and contributes as a member and writer for the Forbes HR Council. Richard’s influence is also recognized in his roles as an Advisory Panelist for WorldatWork, a member of the SHRM Voice of Work Research Panel, and as the author of the highly acclaimed book, and #1 release on Amazon: Work Smart Now!

Lori Koebel, Head of Operations:

Specializing in business reorganization, Lori brings decades of expertise in accounting, analysis and operations achieving substantial productivity gains of at least 20% with renowned entities such as Universal, Capital Group, and NARAS. Her proficiency also spans over 15 years of hands-on experience in domestic and international benefits. Lori is also an inventor that has created headgear for Sleep Apnea.

Jason Ciment, Head of Marketing:

Serving as the present leader of an 18-year digital marketing agency, the Head of Marketing is credited with conceiving the groundbreaking "Invincible Income" strategy. This innovative approach has consistently fueled revenue growth by strategically positioning clients before their prime prospects in the online realm. Through adept utilization of search engine and social media channels, their traffic and lead generation tactics drive tangible results.

Name to be announce, Head of Sales:

At present, the Head of Sales holds the distinguished position of heading strategic partnerships at a significant Employer of Record (EOR). With a career spanning 25 years, he has cultivated mutually advantageous relationships within the global workforce management sphere. His extensive expertise encompasses international retirement, expatriate benefits, mobility tax, and presently, employer of record/global payroll.

Lawrence Brown, CFO:

As a co-founder of AngelytiX Consulting, the CFO has been instrumental in assisting over 75 start-ups and small enterprises. Operating as a fractional CFO, he has orchestrated financial and strategic support, playing a pivotal role in raising more than in equity financing. His proficiency extends across diverse industries, consistently facilitating the scaling of businesses.

While the identities of some accomplished individuals remain confidential due to their ongoing employment commitments, their collective prowess and dedication form the cornerstone of the BenefitsTec team. With their combined expertise, BenefitsTec is poised to deliver innovative solutions that reshape the landscape of employee benefits insurance, elevating efficiency and value across the board.

For comments or questions please contact info@benefitstec.ai, or call 1.323.828.2200 
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