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Insurance & HR Consulting — Automated client brief generation
Case Studies
Insurance & HR Consulting

Automated client brief generation

1,000 person-hours saved annually ~2,000 employees VPC-native on Azure
Ejento helped us smoothly scale with ever-increasing client preparation and other workloads, keeping pace with our firm's growth, without adding headcount.
Chief Product Officer

About the use case

As a leading employee benefits and HR consulting firm serving thousands of clients across industries, the firm needed a way to easily scale ever-increasing client preparation and other workloads. With "Ben", the firm could sustainably scale, without adding headcount.

The challenge

As the firm scaled, client preparation became a ceiling on team capacity.

Manual research burden

Consultants spent days preparing for each client meeting. They would manually pull industry data, news, and stakeholder context from multiple sources.

Unsustainable at scale

The preparation process was thorough but couldn't keep pace with the firm's growth without adding headcount.

Inconsistent brief quality

Brief depth and format varied across consultants, making it hard to maintain a consistent standard of strategic positioning.

How Ejento solved it

Ben is an AI benefits expert built on Ejento AI in partnership with Data Science Dojo and deployed on Microsoft Azure.

Automated client briefs

Ben synthesizes industry data, client backgrounds, and strategic recommendations into personalized briefs in minutes.

Azure VPC deployment

The entire system runs inside the firm's Azure account, so no data leaves the perimeter.

Compliance-ready from day one

Data guardrails, audit trails, and interoperability with existing Azure infrastructure cleared the internal security review without a custom compliance build.

Governance at every layer

RBAC, audit logging, and approval workflows are built in before a single consultant goes live.

The outcome

1,000 person-hours saved annually

Client briefs that previously took hours or days are now generated in minutes.

Consultants arrive prepared

Teams shifted from reactive preparation to proactive strategic positioning. Clients noticed the difference.

Stronger retention

The engagement model evolved from information delivery to strategic partnership, directly improving client retention.

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