We build AI agent systems that take over complete workflows in regulated industries, on the systems you already have. Human oversight and full audit trails from day one.
Why Trust Us
Courtney Guertin built Ease, the ben-admin platform now merged with Employee Navigator. He knows regulated back offices from the inside, because he built the systems they run on.
The Difference
An automation answers an email or fills a form. Useful, but your team still runs the workflow. We build agent systems that own the whole thing.
And leadership gets more visibility into how work happens, not less.
Our Approach
Modern AI is fast and capable. Regulated work demands judgment, oversight, and proof. We engineer both into every system we ship.
High-stakes decisions stay with your people. Agents do the work, flag the edge cases, and ask before they act.
Every agent has explicit authority. When a task crosses that line, it escalates instead of improvising.
Each task runs where your data policy says it should. Sensitive data can stay entirely inside your walls.
You own the system. Models, providers, and components swap out as the landscape changes.
Designed inside your SOC 2, HIPAA, and regulatory framework. Never retrofitted for the audit.
Logged, explainable, and auditable end to end. Your auditor sees exactly what happened and why.
Depending on the job, each task runs in one of three boundaries. We pick the best tool for the work, never the other way around.
How It Works
A short embedded review of how work actually moves: teams, systems, handoffs, decision points. We find where people are the integration layer and rank opportunities by impact and risk.
We design the agent system inside your existing stack. You approve the design, the guardrails, and the escalation paths before anything is built.
Agents go live in your environment in weeks, within your permissions, security posture, and compliance framework, with human oversight on every high-stakes decision.
Agents improve from your team's feedback and overrides; your team learns to govern and extend them. You end the engagement AI-native, not dependent on us.
Ways to Work Together
A fixed-fee, two-to-four-week embedded review of how work moves through your organization. A ranked map of AI opportunities by impact, risk, and effort, plus a build plan for the first workflow. Useful on its own, whether or not we build together.
We design, build, and deploy an agent system for a defined workflow, from architecture through production, with your team involved throughout. Fixed scope, fixed timeline, clear deliverables. Most first workflows are live in 6 to 12 weeks.
An ongoing capacity retainer: extending agents into new workflows, building new systems as priorities shift, keeping everything current as models and regulations evolve. Senior engineering capacity without the hiring cycle.
Most clients start with the Audit. Where you go from there is up to you.
Where We Transform Workflows
Deepest experience in insurance and benefits. Same discipline everywhere.
Enrollment, eligibility, policy administration, billing, and reconciliation across carriers, platforms, and partners.
Intelligent intake, documentation analysis, triage, and routing, with a complete audit trail on every decision.
Reconciliation, commissions, multi-party payment workflows, and discrepancy resolution across systems that were never designed to talk to each other.
The recurring, rules-heavy processes that consume your most experienced people: reporting, filings, data movement, exception handling.
What We Build
AI judgment where it's needed, code-level precision everywhere else. Our systems execute like software: exact, testable, and repeatable.
Shorter build cycles and a faster shipping cadence for your own engineering team.
Repetitive manual work handed to agents, end to end.
Your institutional knowledge on tap, for every team and every decision.
Customer-facing features and whole products with AI at the core.
Also in our wheelhouse: new tools and partner integrations, large code migrations, and application replatforming.
FAQ
The Opportunity Audit takes two to four weeks. Most first workflows are in production 6 to 12 weeks after that, not the 12 to 18 months typical of enterprise AI programs.
One of the most common situations we walk into. Internal builds usually stall at the gap between a working demo and a production system with guardrails, logging, and controls. We close that gap, often keeping what your team already built.
Encryption in transit and at rest, PII redaction where applicable, and deployment within your existing security and compliance framework. Sensitive tasks can run on models inside your own cloud tenant or fully within your environment.
No. Agents operate on top of the systems you already run. If a legacy migration ever makes sense, it's a separate, de-risked decision, never a prerequisite.
Three ways to work together: a fixed-fee AI Opportunity Audit, fixed-scope transformation engagements, or an ongoing AI Partner retainer. No per-seat licensing, and you're never locked in to move from one to the next.
You keep everything: the agents, the architecture, and a team trained to run and extend them. Whether you continue with us as an AI Partner or run it yourself, you're AI-native either way.
Book an AI Opportunity Audit. In two to four weeks you'll have a ranked map of opportunities, a build plan, and a clear price. Useful whether or not we build together.