Early access — first cohort

Grow the book without losing the life.

You’re the moat, not the cost. Mason is the AI teammate for benefits advisors — Medicare, ACA, life, voluntary benefits — that takes the busywork off your plate and never touches your book without your yes.

You shouldn’t have to choose between serving clients brilliantly and living a life you love. That choice was always a lie told by people who didn’t have a better tool.

Join the waitlist →Read the manifesto →

The industry struck a quiet bargain a long time ago: grind longer, answer at midnight, sacrifice the evenings — and maybe you’ll build a book big enough to justify what it cost you. Nobody wrote that deal down. Almost everybody signed it anyway.

We think the deal is a lie. The busywork was never the job. It’s the tax on the job — and the tax is exactly what machines are finally good at.

  • You are not the cost to cut. You're the reason clients stay.
  • Nothing touches your book without your yes.
  • Grow the book and get your life back.

Mason takes the tax: AEP and renewal prep, plan and rate comparison, eligibility and census intake, aged-lead reactivation, annual-review scheduling — all drafted, all queued, all waiting for your approval. You keep the craft. You keep the client relationship. You keep your evenings.

  1. Census uploadedIntake pulled in — no re-keying into a fourth system.
  2. Coverage gap flaggedDental missing — caught automatically, not by memory.
  3. Follow-up draftedReady to send, in your voice.
  4. Your approvalOne click. Nothing sends without it.
Every step drafted and queued — nothing sends without your yes.

A typical AMS/CRM

Mason

Another login, another place to re-key the same client.

One place the busywork gets done — for you.

Renewals and AEP prep tracked by memory and spreadsheets.

Renewals and AEP prep watched and queued automatically.

You draft the same follow-up email for the thousandth time.

Follow-ups drafted for you — waiting for your yes.

Plan and rate comparison done tab by tab, by hand.

Plan and rate comparison lined up in seconds.

Aged leads sit in a list nobody has time to work.

Aged leads reactivated for you, ready to review.

Not another place to store data — a team that does the busywork.

Join the waitlist

Independent benefits advisors and small agencies (1–5 producers) who refuse to choose between a growing book and a life worth living.

Early cohort. No spam. Unsubscribe anytime. Human-in-the-loop by design — no autopilot on your book.

Get in early. The first cohort shapes the product and sets the standard.