The brokers building narrative engines will own the mid-market soon. Not because they have better benefits, but because they tell better stories about benefits.
Want to see what AI-generated decision narratives look like? Comment "narrative engine."
Everyone thinks AI saves time in benefits consulting. That's not the real win. Here's what actually matters: After looking at 50+ broker RFPs, the pattern was obvious. The teams with the clearest story won the most business—not the cheapest or most experienced ones. 🧵
AI doesn't just spit out text. It connects dots. It takes your PMPM trends, vendor weaknesses, compliance risks, savings levers, and design gaps—then turns all of it into a story your competitors can't tell. That's the shift most brokers are missing right now.
AI won't replace consultants, but it will replace spreadsheet-driven consulting.
If your team is buried under these three spreadsheets, you're not behind. You're just early to the shift.
Want to see automated versions?
comment "spreadsheets"
Every benefits team has the same 3 spreadsheets killing productivity:
the Benchmark Matrix (50+ columns, 15-30% error rate)
the Frankenstein Renewal Calculator (broken VLOOKUPs & hidden tabs)
and the Vendor Comparison Grid.
Sound familiar?
Every mature industry eventually hits this point:
The tools are outdated, the workflows are manual,
but the stakes keep rising.
That’s when automation becomes a competitive weapon, not a convenience.
8/ If you want to see what an automated RFP → renewal → deck workflow looks like, comment “Brokers”.
Happy to show how firms are using AI today, not in theory.
If you’ve been sensing the industry shifting but can’t name the cause, this is it.
A widening gap between: Manual brokers vs. Augmented brokers.
Only one of them will dominate the next decade.
🧵
7/ So here’s the real takeaway:
Brokers who automate faster aren’t “doing less work.”
They’re reallocating work to where value sits: strategy negotiation
storytelling relationships
That’s how mid-market deals are won.