For Employee benefits broker · 8 Grok Bots

A benefits back office that markets renewals, models plans, and runs open enrollment

8 Grok Bots for a benefits brokerage: normalize the census, spread groups to market, model plans and contributions, run open enrollment, track compliance, and steward clients — all as drafts you approve.

Hire the team See the bots
● Drafts only — nothing sends without your approval · Uses only your own data
After checkout
Your setup link arrives by email
We set up your fleet
After checkout, Workplace AI provisions your fleet on our Cursor Teams workspace and follows up soon. Watch for your Cursor invite and Grok Bot download link — then accept, install, and go.
8 bots·3 domain specialists·Success metric: On-time-to-market and enrollment-readiness rate·Category: Finance
The problem it targets

Running a block of employer groups between meetings — re-keying the same census into carrier and quoting portals, spreading a group to market and chasing carrier quotes, modeling plan designs and contribution splits by hand, drafting employee open-enrollment communications, tracking ERISA and ACA filings and notices, and shepherding member service issues — so renewals go to market late, contribution models are built from memory, compliance deadlines get missed, and enrollment windows open before the communications are ready.

What you get

From day one

1

Every group's census and renewal packet normalized into one block tracker the moment it lands, with missing fields and looming renewal deadlines flagged — so no group is worked from stale data.

2

Carrier RFP marketing packets drafted from your own carrier guide, and side-by-side plan-and-contribution comparisons built from the carriers' own returned quotes with the premium math shown, ready to review.

3

A proposed open-enrollment timeline with drafted employee communications, a compliance tracker for 5500s, SBCs, and plan notices, and a one-page weekly digest with every deadline linked to its source.

Meet the team

8 bots, each with one job and clear approval points

Read-only bots watch and prepare; drafting bots write but never send. You approve everything that leaves.

1

Chief of Staff

coach
Drafts for your review — you approve before anything leaves
Your morning brief, meeting prep, fleet roundup, and after-meeting coaching.
Approves: none — nothing leaves without you
2

Census Intake

intake
read-only
Watches & prepares — never sends
Normalizing each group's census and renewal packet into the block tracker; deadline and missing-field flags
Approves: duplicate flag; ambiguous renewal-deadline escalation
3

RFP Marketer

drafter
specialist
Drafts for your review — you approve before anything leaves
Carrier RFP marketing packets from your carrier guide and the census
Approves: every RFP packet before it goes to market
4

Quote Analyst

specialist
specialist
Drafts for your review — you approve before anything leaves
Side-by-side plan-design and contribution comparisons from carrier quotes
Approves: every comparison before the decision meeting
5

Open Enrollment Coordinator

coordinator
Drafts for your review — you approve before anything leaves
Proposed enrollment timeline; drafted employee benefit communications
Approves: every message; every enrollment schedule
6

Compliance Checker

specialist
read-only
Watches & prepares — never sends
Tracking ERISA/ACA deadlines — 5500, SBCs, plan notices — and flagging what is due
Approves: duplicate flag; ambiguous deadline escalation
7

Block Reporter

reporter
read-only
Watches & prepares — never sends
Weekly digest: renewals due, to-market status, enrollment readiness, at-risk groups
Approves: none (nothing leaves the block)
8

Outreach & Referrals

growth
Drafts for your review — you approve before anything leaves
Draft posts and outreach to your own audience, credited and approved by you.
Approves: sends
The handoff — one shared chat
Intake→Marketer→Analyst→Coordinator→Checker→Reporter
What the fleet does in week one

All read-and-prepare — you check its work before anything is trusted

What it does not do

The guardrails are the product

  • ×It drafts; it does not send. Every communication, RFP packet, and comparison waits for your approval.
  • ×It uses only your own carrier guide, block tracker, and opted-in contacts. It does not buy lists, pull contacts from anywhere else, or message anyone you have not chosen.
  • ×It never places a group, binds a plan, submits a filing, or confirms an enrollment without your decision.
  • ×It never quotes a rate that is not in your carrier guide or a carrier's own returned quote.
On-time-to-market
and enrollment-readiness rate
How you'll know it's working

One number, measured over time

Share of renewals taken to market before the group's decision deadline, and share of open enrollments with communications ready before the enrollment window opens

Before day one

What you fill in — the bots never guess these

census
the header contract for the group census every bot reads and writes.
carrier-guide
your carrier appetite, underwriting rules, and plan references. Carrier fit and rates come only from here.
enrollment-comms
your own employee-communication wording.
Pricing

Cancel anytime.

Workplace AI provisions and runs your CrokPot fleet on our Cursor Teams workspace. We invite you on your own email — you accept, install Grok Bot, and we handle the rest.
$200/mo
  • Your whole fleet provisioned and installed for you
  • Cursor Teams seat included — paid by Workplace AI, never billed by Cursor
  • Onboarding + ongoing training
Hire the team
Your Cursor Teams seat is included and paid by Workplace AI. Drafts only, using your own data. No earnings, time-saved, or outcome guarantees are made.
How access works

You buy a CrokPot fleet from Workplace AI — not a Cursor plan

CrokPot runs on Workplace AI, Inc.’s (WAI) Cursor Teams workspace. WAI keeps the unpaid admin seat and pays Cursor for your seat. You join as the invited user on your real email and work through the installed Grok Bot fleet.

Your card is charged by WAI via Stripe for the CrokPot fleet ($200/mo, auto-renewing monthly) only — never by Cursor. If you cancel your fleet subscription, the invite/seat ends with it and is not portable to your own Cursor account.

FAQ

What you get, who owns the seat, and what happens after you pay

From the team behind Ancestry — CrokPot is built by Paul Allen, a co-founder of Ancestry.com.

Drafts only — you approve everythingYour own data, never shared$200/mo · cancel anytimeProvisioned & supported by Workplace AI

What do I actually get?

A pre-built fleet of Grok Bots for your trade, provisioned and installed for you on Workplace AI’s Cursor Teams workspace, plus onboarding and ongoing training. Every bot drafts; you approve.

Who owns the seat?

Workplace AI, Inc. (WAI) owns the Cursor Teams account and pays Cursor for your seat. You’re invited as a paid user on your own email. The seat isn’t portable to a personal Cursor account.

Do the bots act on their own?

No. The fleet is drafts-only, working from your own data. Nothing sends, files, or is trusted until you review and approve it — that’s the whole design.

Can I cancel?

Yes, anytime. It’s an auto-renewing monthly subscription at $200/mo. If you cancel, your invite/seat ends with the subscription.

What happens after I pay?

We follow up soon: our team provisions your fleet and invites you on the email you used at checkout. Watch for your Cursor Teams invite and Grok Bot download link, then accept, install, and go.

Training

New to Grok Bots? Get your team trained.

Live sessions and replays to get you and your coworkers productive with your fleet fast.

Explore Grok Bot training