What it sells
Health-benefits brokerage for SMBs: human advisors plus AI agents.
Business model breakdown
Buyer: who owns the budget?
Employers with 1-500 employees (owner or HR lead).
Trigger: what makes them buy now?
Family coverage costs about $27,000 per employee per year, rising roughly 6% annually; small groups get the worst deal.
Workflow: what inputs become what output?
Meet an advisor, market analysis and recommendation, employees choose plans, then AI agents and advisors manage enrollment and support year-round.
Distribution: how it reaches customers
Advisor-led: Talk to an advisor / Get Started; free to employers.
Funding history and coverage
| Round date | Stage | Amount | Investors | Source |
|---|---|---|---|---|
| 2026-09-21 | Seed | $25M | Bain Capital Ventures | techcrunch.com |
Profiles summarize public reporting and company websites. Business-model notes are MaxBC's reading of that material, not confirmed facts; unknowns are left blank rather than guessed. Updated 2026-10-12.