TL;DR

Lucite helps group benefits advisors turn insurance carrier documents into client-ready insights and presentations, in seconds. Advisors simply upload carrier docs, and Lucite handles the rest, saving hours of tedious, error-prone work every day.

https://www.youtube.com/watch?v=4b8zmDm9dbI

❌ The Problem

Group benefits advisors are drowning in documents. Their work is:

Manual: Hours spent every day manually reviewing long insurance documents and retyping plan details into spreadsheets. It's tedious, repetitive, and prone to costly errors.

Fragmented: Data lives across PDFs, emails, Excel files, and sticky notes, making it hard to track changes or serve clients efficiently.

Unscalable: As firms grow and take on more clients, their workflows don’t scale. Every new group means more documents, more comparisons, and more repetitive work.

✅ Our Solution

Say goodbye to manual work. Lucite uses AI to automatically turn carrier docs into insights and exports.

Data Extraction from Carrier Documents: Upload any benefits document — booklets, contracts, amendments, quotes, renewals, claims experience — and Lucite will automatically extract key details. Everything is stored, structured, and searchable.

Insight Generation & AI Search: Lucite analyzes the data and generates helpful commentary advisors can use in client communications. Users can compare documents side-by-side, ask questions like "what changed from last year?", and tap into benchmarking insights based on anonymized, aggregated plan data.

Deliverable Creation: Lucite generates polished, branded, and fully editable exports in Excel, Word, and PowerPoint that can be downloaded and shared with clients.

✨ Value Prop to Group Benefits Advisors & Brokers

Lucite isn’t just a time-saver - it’s a business enabler. Here’s how we help firms level up:

Eliminate Tedious Work: Free up teams from the grunt work of reading, retyping, and comparing carrier documents. Lucite automates the busywork so staff can focus on high-value, client-facing work.

Boost Revenue Without Scaling Staff: With Lucite, teams become more efficient, serving more groups with the same headcount. That means higher revenue per employee, stronger margins, and increased enterprise value.

Differentiate with Technology: Clients notice when firms are ahead of the curve. Our customers use Lucite to show prospects and existing clients that their firm is leveraging cutting-edge AI to deliver faster, smarter, and more strategic service, helping them stand out and win more business.

🤝 Our Story

Jason (right) and Richard (middle) originally started Lucite to automate presentations for investment bankers. But after meeting Michael (left) and hearing firsthand about the document chaos in group benefits, they immediately saw a better application for their technology.

The three teamed up to build a revolutionary AI Platform for group benefits advisors, and they’re just getting started.

Jason (Co-Founder & CEO): Jason was previously a growth equity investor at WestCap, where he focused on fintech and cybersecurity. He started his career as a technology investment banker at J.P. Morgan and holds a bachelor’s degree from Cornell University.

Richard (Co-Founder & CTO): Richard spent 4 years as a software engineer and tech lead at Meta, working on large-scale data and ML intensive systems. He holds a BS in Computer Science from Cornell University.

Michael (Co-Founder): Michael brings over 35 years of experience as a trusted benefits advisor. He was previously the founder and CEO of Accompass (formerly Pal Benefits), a leading independent firm focused on benefits, investment, and compensation.

🙏 Our Ask

• If you’re a group benefits advisor, or a YC founder with overlapping customers, we’d love to chat! Reach out to us at info@lucite.ai
• If you know a group benefits advisor, we’d be grateful for an introduction.
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