Be the broker every client keeps.
Your clients judge you on the experience their employees feel. Tobie lets you hand every account a modern benefits experience: a branded microsite, an assistant that cites its sources, plain-English content and video, all under your relationship, without staffing up to do it.
You cannot be on call for every employee.
Your clients want their people to understand their benefits and stop guessing. You want to deliver that. But there is one of you and thousands of employees, and the service work scales faster than your team does.
Guidance gets rationed
Personalized help is your edge, but you cannot give it to every employee at every client. So it gets reserved for the biggest accounts, and everyone else gets a PDF.
Open enrollment compresses it all
Every client hits their window at once. The same plan questions land on you and your clients on repeat, all squeezed into a few short weeks each fall.
It is hard to stand out
When every proposal is a spreadsheet and a binder, clients cannot tell you apart. Without a modern experience to show, you are competing on price instead of value.
What you can put in front of every client.
One governed platform, delivered under your relationship. Each capability is branded to your client and grounded in the documents you and they approve, so you can promise a real experience and back it up.
A branded microsite per client
A mobile-first benefits home for each employer, on their brand, that employees will actually open.
A source-grounded assistant
Answers only from the documents you approve, with citations, so employees get a trustworthy answer any hour.
Plain-English content & video
Each client plan rewritten in the words employees use, with branded explainer video to match.
Multi-channel campaigns
Timely nudges over email, SMS, and Slack that reach a client's people before the deadline.
How you roll Tobie out across your book.
No new hires, no heavy lift. Start with one client, prove it, then take it to the next. The experience runs year-round, not just in the open-enrollment window.
Bring a client's guide
Send us one benefits guide for one client. That is all we need to get started, with nothing invented and nothing left out.
We build their experience
We turn it into a branded microsite, plain-English content, and a source-grounded assistant in about two to three weeks.
You deliver it co-branded
You hand the client a modern benefits experience on their brand, under your relationship, and look the part next to any competitor.
It runs year-round
The assistant keeps answering and the campaigns keep nudging long after open enrollment closes, so the value shows up all year.
Good for your book. Good for their people.
Win and keep clients
Show up to renewals with a modern experience competitors cannot match, and give clients a reason to stay.
Stand out from other brokers
Differentiate on the employee experience, not on price, and look modern next to legacy competitors.
Fewer service tickets
The repetitive plan questions get answered for you, so your team is freed for the work that needs an advisor.
Year-round touchpoints
Stay present with every client between renewals, not just in the open-enrollment window.
Employees who understand benefits
Plain-English content and a source-grounded assistant turn a dense PDF into something people actually use.
Fewer HR questions
The same handful of plan questions get answered around the clock, so the client's HR team gets its time back.
A modern experience
A branded, mobile-first benefits home with explainer video that finally matches the rest of their tools.
Answers they can trust
Every response is grounded in approved documents with citations, and HR can review what is being said.
Answered plainly.
Can I offer Tobie across my book of clients?
Yes. Brokers, advisors, and consultants are an established Tobie audience. You can roll it out client by client, starting with the accounts that need a modern benefits experience most, then expand across your book as it proves out. Each client gets their own branded microsite and source-grounded assistant, delivered under your relationship. Talk to us about your book and we will map a rollout that fits.
Is it co-branded to my agency?
Each client experience is branded to that employer, and it runs under your advisory relationship. If you want your agency presented alongside the client brand, ask us about co-branding and we will set it up to fit how you work with that account.
Does Tobie replace the broker?
No. Tobie amplifies the advisor, it does not replace one. It handles the repetitive, around-the-clock communication, the same plan questions employees ask every season, so you stay focused on strategy, plan design, and the relationships that win and keep clients. The judgment and the advice stay with you. Tobie just makes sure every employee gets a clear, source-grounded answer in between.
How does Tobie help with open enrollment for my clients?
Open enrollment is when the service burden spikes for every client at once. Tobie turns each client guide into a branded microsite and a source-grounded assistant, then runs the reminders over email, SMS, and Slack. Employees get answers on their phone at any hour, your clients field fewer questions, and you get through the crunch without staffing up. It keeps working year-round, not just in the fall window.
What size employers is this for?
Tobie is built for mid-market employers, roughly 250 to 5,000 employees, and the brokers and advisors who serve them. That is the range where benefits get complicated enough to confuse employees but the HR team is too lean to answer everyone one by one. If your clients sit in that band, Tobie fits.
How do we get started as a broker partner?
Start with one client. Send us a single benefits guide and we will build that client a branded microsite and a source-grounded assistant, with nothing invented and nothing left out, in about two to three weeks. You see exactly what your clients would get before you take it across your book. Reach out and we will walk you through it.
Bring your clients a benefits experience they remember.
Start with one client and one guide. In a few weeks, you will have a modern, co-branded benefits experience to put in front of your book, and a reason for clients to keep you.