Pasito is your all-in-one benefits workspace to templatize and deliver highlight sheets, decision support, and RFPs, all powered by custom AI agents and workflowst
Highlight sheets. Enrollment presentations. Engagement communications. Every asset standardized, created, and delivered through AI workflows for every client.
.png)
Agentic AI scans every document, structures new schemas, and standardizes client information for every asset. Pasito’s AI can extract data from multiple file types, including spreadsheets, word documents, PDFs, and more
A 24/7 client-facing agent that answers every employees’ benefit question for you
.png)
Manage broker proposals with an AI agent that structures RFP documents and data into a clear, navigable view
Scan key benefits resources for ADA non-compliance to help protect you and your clients from ERISA risk
HDHP selection. VB adoption. 401(k) contributions. Regardless of the plan, Pasito helps improve enrollment for every plan type.
Rely on Pasito’s AI benefits assistant for educational decision support experiences that drive enrollment engagement
Pasito’s proactive decision support experience helps members identify best-fit plans based on preset demographic information
Create highlight sheets and marketing documents, then share them through coordinated communication campaigns
.png)
