Don’t just “talk” AI. Speak the language of the future.

A 5-part video series designed to take benefits advisors from AI-curious to AI-expert in just 5–10 minutes a day.

Your clients are
asking AI questions.

Do you have the
answers?

“Is our employees’ PHI data safe with AI?”
“What is retrieval-augmented generation?”
“Why is generative AI better than a decision-tree chatbot?”

The benefits landscape is shifting from static documentation to digital AI navigation and support. To differentiate your book of business in 2026, you’ll need to understand the mechanics behind the artificial intelligence magic.

Healthee AI Basics for Advisors cuts through the AI noise, giving you educational content curated for benefits advisors. This course is for you if you’re ready to explore some of the technical foundations behind generative AI, translated into plain English for the modern advisor.

Lesson 1:
Generative AI vs. Old‑School Bots
(for benefits)

Why generative systems resolve coverage, network, and cost questions faster than menu trees—and how to explain the difference to clients.
Key concept: Intent orchestration
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Lesson 2:
LLMs crash course (for HR and CFO)

Tokens, context windows, and RAG using plan docs and carrier PDFs so you can answer “Is Dr. Lee in‑network?” with confidence.
Key concept: Mastering definitions and mechanics
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Lesson 3:
Multi‑Agent workflows (coverage • network • cost)

Specialized agents collaborate in one flow to check eligibility, providers, and out‑of‑pocket costs—useful in OE and year‑round service.
Key concept: Agentic workflows
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Lesson 4:
Personalization & Privacy (HIPAA‑safe)

Minimum‑necessary data, audit trails, and approvals clients expect. Includes a quick checklist for HR and Legal.
Key concept: PHI and HIPAA guardrails with AI
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Lesson 5:
AI for open enrollment

Scenario modeling compares total cost of care, meds, and utilization to guide plan selection and reduce post‑enrollment friction.
Key concept: AI scenario modeling
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BONUS Lesson 6

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Zero Fluff. 100% Actionable.

Hosted by our AI Expert,Andy, each lesson is under 10 minutes and packed with actionable insights you can use in your next client meeting.

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Ready to upgrade your
advisory toolkit?

Join the advisors leading the charge in benefits innovation.

Already an AI expert? Book a full platform demo to see Healthee's AI in action.