BenefitLab
Where benefits knowledge meets practical AI.
Member Resource Map

Learn. Know. Do.

BenefitLab is being built as a practical home for benefits learning, reference knowledge, and tools that help brokers, employers, and benefits professionals work faster and smarter.

Learn Courses, books, short lessons, AI training, and conference content.
Know Compliance, carrier guides, strategy pages, and insurance reference material.
Do Calculators, prompts, templates, checklists, workflows, and future software tools.

Learn

Structured and bite-sized education for people who want to understand benefits, compliance, business workflows, and practical AI.

AI Learning Track

A practical AI curriculum for benefits professionals.

  • AI FoundationsLaunch
  • AI Applications: Look What AI Built for MeSoon
  • AI UpdatesSoon
  • Claude vs ChatGPT workflowsSoon
  • Prompting and practical AI workflowsLaunch

Bite-Sized Chunks

Short standalone lessons for learning one useful idea at a time.

  • Benefits concept explainersSoon
  • Compliance quick lessonsSoon
  • AI tips and workflowsSoon
  • Broker business lessonsSoon

Courses

Deeper training for CE, non-CE, AI, and benefits topics.

  • Benefits Learning CE coursesSoon
  • Self-study CE coursesSoon
  • Non-CE benefits trainingSoon
  • AI courses for insurance professionalsLaunch

Legacy Course Assets

Existing training programs that can be converted into member resources.

  • Crash Course in Employee BenefitsLater
  • Health Insurance: A Three-Hour TourLater
  • Agent licensing support resourcesLater

Know

The BenefitLab Knowledge Base is the reference layer: benefits explanations, compliance guidance, carrier information, strategies, and practical context.

Compliance

Practical employer benefits compliance guidance.

  • COBRA and state continuationLaunch
  • ERISA and wrap documentsLaunch
  • ACA employer mandateLaunch
  • Medicare Part D noticesLaunch
  • Open enrollment complianceLaunch

Insurance Basics

Foundational explanations for agents, employers, and benefits professionals.

  • Group health insurance basicsLaunch
  • Level-funded plansLaunch
  • Deductibles, OOP maxes, and copaysSoon
  • Ancillary benefitsSoon

Tax-Advantaged Accounts

Reference material on common account-based benefits.

  • HRAsLaunch
  • HSAsLaunch
  • FSAsLaunch
  • Section 125 plansLaunch
  • Dependent care assistanceSoon

Strategies

Broker and employer strategies for plan design, renewals, and client conversations.

  • Renewal strategyLaunch
  • Contribution strategySoon
  • HRA strategyLaunch
  • Captive and level-funded conceptsLaunch
  • Broker client-service workflowsSoon

Carrier and Vendor Guides

Organized reference pages for carriers, vendors, and market options.

  • Texas small group carrier guidesSoon
  • Level-funded carrier notesSoon
  • Compliance vendor notesLaunch
  • TPA and account vendor notesSoon

Benefits Weekly

The public-facing weekly content engine connected to BenefitLab.

  • Weekly benefits insightsSoon
  • AI and benefits commentarySoon
  • Practical broker takeawaysSoon
  • Newsletter archiveSoon

Do

The tools section starts with practical calculators, prompts, templates, and workflows. Over time, this becomes the software layer of BenefitLab.

Starter Tools

Useful resources that can be available at or near launch.

  • CalculatorsLaunch
  • ChecklistsLaunch
  • TemplatesLaunch
  • Spreadsheets and downloadsSoon
  • Broker workflow resourcesSoon

AI Tools

Practical AI resources members can use in their own work.

  • Prompt librariesLaunch
  • Workflowy-style workflowsLaunch
  • Custom GPTsSoon
  • AI page-building workflowsSoon

Compliance Tools

Tools that help brokers and employers manage benefits compliance more practically.

  • Compliance checklist resourcesLaunch
  • Compliance calendar conceptsSoon
  • ComplyDIY integrationSoon
  • Broker-managed compliance dashboardsLater

Quoting and Renewal Tools

Tools for quoting, renewal analysis, and plan comparisons.

  • Stella spreadsheet resourceSoon
  • Renewal extractor conceptsSoon
  • Online quoting toolsLater
  • Recommendation toolsLater

Employer Portal Tools

Future tools for building employer and employee-facing resources.

  • Employee packet generatorLater
  • Open enrollment portal generatorLater
  • Client dashboard conceptsLater
  • Saved employer recordsLater

AI Software Layer

The long-term intelligence layer that makes BenefitLab more than a content site.

  • RAG assistant for the Knowledge BaseLater
  • AI connected to client recordsLater
  • AI-supported quoting analysisLater
  • Broker recommendation engineLater

Launch Philosophy

BenefitLab does not need every advanced tool on day one. The launch version should already help members learn more, look things up faster, and use practical resources immediately. The advanced tools, dashboards, RAG assistant, portals, and quoting software can become the enhancements that make the platform more powerful over time.