Group benefitsrenewals, automated.
Renewal bots, quarterly reports, advisor emails, onboarding docs. The repetitive work of running a benefits practice, handled.
Seven workflows.
One dashboard.
Each one replaces a manual process your team runs every month or quarter. Click any tile to open it after sign in.
Renewals
Run carrier renewal bots against the SharePoint tracker and download renewal reports per policy.
Combine
Merge a single policy's renewal package, claims reports, and processor docs into one PDF.
Quarterly
Run quarterly report bots for a reporting month with configurable quarter start dates.
Emails
Preflight, review, and send quarterly report emails to advisors with attachments from SharePoint.
Letters
Generate and email sales letters for a carrier and tracker month.
Onboarding
Generate advisor onboarding documents from a single form submission.
Analytics
Read-only KPIs and run history from renewal bot runs, filterable by carrier and date.
Pick, fill, deliver.
Pick a workflow
Open the dashboard and choose what needs to run: a carrier renewal pull, a quarterly bot, an advisor email send.
// Dashboard sidebar > Renewals Combine Quarterly Emails Letters Onboarding Analytics
Client data, handled with care.
Group benefits work touches PII and rate information. Optimus runs inside the tenant, reads from SharePoint, and writes back. Nothing leaves The Advisor Group infrastructure.
Microsoft Entra sign-in
Tenant-scoped SSO. No separate password to manage, no shared accounts.
SharePoint stays the system of record
Renewal packages, trackers, and reports live where they always have. We read and write, never copy.
Carrier data scoped per run
Bots fetch only what the workflow needs, scrub credentials from logs, and dispose of sessions on exit.
Every job auditable
Each run gets a job ID, a step-by-step log, and an immutable status trail visible in Analytics.
Ready to get hours
back this week?
Sign in with your Microsoft account. If you do not have access, ask your administrator at The Advisor Group.
Microsoft Entra ID only