Someone retypes a census, an application, or a quote

from one system into another every week.

Your team already pays for ChatGPT or Claude

and uses it like “a glorified Google search,” asking questions and pasting answers into other systems.

The owner can say what’s frustrating

but can’t say where the hours go.

One person holds a process in their head

, and the agency stalls when they’re out.

You have no written AI rules.

You’re in good company: 55% of independent agencies don’t.

Nobody can spare the time for discovery.

The best maps come from the people who do the work, sitting in for a few hours.

If you’re switching your agency management system next month, map after the switch.

You want a vendor to install something and leave.

The work sticks when someone at your agency learns to have their agent fix what breaks.

Is my agency too small?

The test is repetition. If the same data gets retyped every week, there’s something to map.

Do I need to be using AI already?

No. Discovery works either way.

What if the assessment says I’m not ready?

You keep the map, and the $1,500 comes back if I can’t help.

Is this legal or compliance advice?

No. Discovery is analysis and recommendations.

Where do most agencies start after?

One connection that removes the retyping, or training for the team.

AI readiness assessment: is your benefits agency ready for AI help?

What does an AI readiness assessment look at?

An AI readiness assessment at DoBetter looks at five things: who’s on staff, how the data flows, who touches the information, what you do to bring business in, and how that’s structured. I’m Chris Cordon, a 17 year benefits producer, and I run every session myself. After 2 to 3 hours, I can tell you where and if I can help.

You get it in writing within one week: a one page map of how work moves, the first one or two connections worth making, and my answer. It costs $1,500. Half comes off your first month if you continue, and it’s a full refund if I can’t help.

What are the signs my agency is ready?

The clearest sign your agency is ready is manual data entry. “It’s shocking how many agencies are still typing things in by hand.” Other signs:

Someone retypes a census, an application, or a quote: from one system into another every week.
Your team already pays for ChatGPT or Claude: and uses it like “a glorified Google search,” asking questions and pasting answers into other systems.
The owner can say what’s frustrating: but can’t say where the hours go.
One person holds a process in their head: , and the agency stalls when they’re out.
You have no written AI rules.: You’re in good company: 55% of independent agencies don’t.

What are the signs my agency isn’t ready yet?

Your agency isn’t ready yet if you want AI to act on client work with nobody checking it. Every tool I run drafts, and a person sends. I’d build yours the same way.

Other signs to wait:

Nobody can spare the time for discovery.: The best maps come from the people who do the work, sitting in for a few hours.
The work centers on extremely sensitive health information.: I won’t touch that.
You’re mid change.: If you’re switching your agency management system next month, map after the switch.
You want a vendor to install something and leave.: The work sticks when someone at your agency learns to have their agent fix what breaks.

Not being ready isn’t a failure. The same Big “I” survey found 31% of independent agencies aren’t using AI at all yet.

What should I have ready before the first call?

Have one real example of work that got typed twice, and a rough list of the tools you pay for and who uses them. The intro call takes 30 minutes on Zoom and covers three things:

What’s taking too long, and who it’s taking it from.
What you use AI for today, if anything.
Whether what I built for myself fits how you work.

If it isn’t a fit, I’ll say so on the call, and you’ve spent 30 minutes.

For discovery, bring the people who touch client information every day: your account managers, your quotes coordinator, whoever handles enrollment paperwork.

Quick answers

Is my agency too small?: The test is repetition. If the same data gets retyped every week, there’s something to map.
Do I need to be using AI already?: No. Discovery works either way.
What if the assessment says I’m not ready?: You keep the map, and the $1,500 comes back if I can’t help.
Is this legal or compliance advice?: No. Discovery is analysis and recommendations.
Where do most agencies start after?: One connection that removes the retyping, or training for the team.