You can't just drop a sophisticated AI agent on a firm's head and ask them to run it themselves — that's a recipe for wasted time and money. Meet Benny, Contio’s AI agent for benefits brokers. Our AI services team sets him up around your firm’s renewal process and keeps refining how he works with you. See how Benny takes on the busywork, and gives your entire team superpowers. go.contio.ai/benny-team-x

A client check-in can take 35 seconds. Put it on the calendar. @DerrickTKinney calls it “scheduled spontaneity.” You plan the call; your client gets an unexpected reminder that you’re thinking about them between meetings. A few seconds on the phone can spare a client weeks of wondering whether you’re on top of things. In this Beyond the Meeting conversation with @AaronKlein, Derrick shares how he made those calls part of his routine. Watch the full episode. go.contio.ai/derrick-x

You have clients to win. Give Benny the renewal work. Benny is Contio’s AI agent for benefits brokers. He reads the census, gathers rates and builds the proposal, drawing on your client emails, documents and conversations. You decide which carriers belong in the mix and what to recommend. Benny does the work to put that strategy in front of your client. That means a proposal to review instead of one more to build from scratch. And more room in your day for the relationships that grow your business. Hire Benny for your next renewal. go.contio.ai/benny-x

On Beyond the Meeting, @DerrickTKinney joined @AaronKlein to talk about a simple idea: advisors need coaching on their client meetings, too. His coaching toolkit in Contio puts that into practice, with questions to guide the conversation and feedback on what you could do better next time. Watch the full episode here: go.contio.ai/aiderrick-x

"If you want to make it rain, connect with pain." "If you want a business that's booming, focus on the human." "Make everything Derrick optional." @DerrickTKinney talks the way he coaches. The least amount of words wins. Behind each of those lines is a moment that nearly broke his firm. And a choice that transformed it instead. Ep. 3 of Beyond the Meeting with @AaronKlein is out now.

Raising capital in Idaho? What investors want to see in a deal is changing. Today, Contio founder Aaron Klein joins fellow panelists for The Founder’s Journey at Boise Entrepreneur Week. They’ll discuss the funding available to Idaho founders, how investors are evaluating deals, and what current events mean for your next raise. If fundraising is on your plan for 2026 or beyond, join the conversation. Today, October 1 | 1:30–2:15 PM MDT Pioneer Room, 6th floor at JUMP go.contio.ai/bew-founders-x

If you were starting your business today, what would you build differently with AI? That question goes beyond choosing tools. It means reconsidering how you turn an idea into something customers can use, and which assumptions about building a business still hold. Contio’s Wyatt Cupp joined Andrew Rafla and Matty Jones at Boise Entrepreneur Week today for Building with AI. Thanks to everyone who joined us at JUMP. A few moments from the panel below.

Contio’s @wyattcupp takes the stage at Boise Entrepreneur Week today! Building with AI, alongside Andrew Rafla and Matty Jones. See real AI projects and how they’re built. 10-10:45am MDT | Loft, 5th floor, JUMP 1000 W. Myrtle St., Boise Free entry. go.contio.ai/bew-x

@DerrickTKinney's community spent 18 months asking him the same thing: how do we get you in the room? Today we answered it. Here's why we built Derrick's method into every client visit, and why we started with pain, not product. go.contio.ai/dkcoaching-x