AI consultancy for employee benefits · built with Claude

Intelligence that knows benefits
— and how you sell them.

The consultancy that actually knows benefits — not a generalist learning your market as they go. We put Claude to work on your book with pre-packaged and customizable MCPs, toolsets, and skills — live inside your stack in days, grounded in five years of filings.

Book a scoping call → See how it works
The gap

Every benefits company has an AI mandate. Generic AI can't deliver on it.

You don't need another tool — or a generalist consultancy. You need senior AI capability that already understands the benefits market, your go-to-market, and your book.

How it works

A closed loop, inside your stack.

AI sits in your environment as the orchestrator — connected over MCP to the intelligence layer on one side and your own systems on the other.

AOrchestrator

Claude

Deployed in your environment. Reads the request, runs the workflow, assembles the output in your brand.

BIntelligence layer

Calliope MCP

Resolves employers, interprets five years of filings, infers account signals, maps the negative space.

CSystem of record

Your systems

CRM, drive, and client documents — connected so intelligence is written back, not stranded.

How Calliope works as a stack: a system prompt plus skills drive Claude, which calls the Calliope MCP — a governed tool layer of six tool families (Resolve and Structure, Compensation and Fees, Fragility and Signals, PBM Intelligence, MEP/PEO Markets, and Opportunities). They all work within the Calliope dataset — five years of filings updated monthly, PEO relationship intelligence, benchmarks, and signals.
Or built around your systems

The Calliope MCP works out of the box. A custom build goes further — wiring in the tools and information you already run, so one MCP reaches your whole world.

A custom MCP built with Calliope: Claude connects through one custom MCP server to your connected world — your tools (CRM, sales and support, internal apps and APIs), your information (data warehouse and databases, documents and knowledge base), Calliope's benefits intelligence included, and the ability to connect anything else.
See the full deployment process →
What we do

Three ways we work with you.

Pre-packaged where you need speed, customized where you need fit — the MCPs, toolsets, and skills that put benefits intelligence inside the way your team already works.

01

Benefits intelligence, embedded

We deploy our benefits intelligence layer into your environment and tune it to your team — an analyst's depth on every account and prospect.

Explore → 02

Custom AI engineering

We build the connectors and integrations that wire AI into your systems, data, and CRM — so it runs on your stack, not a generic one.

Explore → 03

GTM & workflow design

We design the AI workflows your team runs daily — prospecting, diligence, renewals, and client reporting.

Explore →
Where it lives

Not another platform to adopt.

Calliope runs as the benefits-intelligence layer beneath the GTM tools your team already uses — reading context from each and surfacing intelligence back where you work.

Calliope runs as the benefits-intelligence substrate beneath your GTM stack — CRM, LinkedIn, conversation intelligence, sales engagement, enrichment, and Slack — reading context from each tool and surfacing five in-workflow skills back into it: morning account briefs, prospect research and lookalikes, fee and comp benchmarks, competitive and at-risk intel, and outreach assets. Powered by five years of filings, fee benchmarks, and PEO intelligence via the Calliope MCP.
The foundation

Real intelligence under the hood.

5 yrs
of filing data, read as one story per account
47
MCP tools spanning resolution, analysis, and diagnostics
1.65M
carrier, premium, and commission records
1M+
employer records in the filing universe, so no dead ends
Questions

The short answers.

What is Calliope, exactly?
We're a specialist AI consultancy for the benefits industry. We deploy and embed AI into your go-to-market and client work — grounded in the benefits market and your own book — so your team gets analyst-grade answers in the tools they already use.
How is this different from a general AI assistant like ChatGPT or Claude?
Generic models — and generalist AI consultancies — have never worked the benefits market, so they guess. We pair senior AI engineering with deep benefits expertise, grounded in years of market intelligence and your own book — so the answers are specific, sourced, and defensible.
Can we attach this to ChatGPT?
Yes. Calliope is delivered as an MCP — an open standard — so the intelligence layer isn’t tied to one model. It can connect to ChatGPT or any MCP-compatible assistant. We build and tune on Claude for its reasoning, but you’re not locked in.
Do we have to replace the tools we already use?
No. The AI is deployed into your environment and connects over MCP to your CRM, drive, and internal systems. Intelligence is written back where your team already works — nothing to rip out.
How do we get started — and what does it cost?
Every engagement is scoped on a call — your goals, your stack, and a timeline. Book a scoping call and we'll come back with a scoped engagement.
And how do you actually say “Calliope”?
kuh-lai-uh-pee — not “CAL-ee-ope,” though we answer to both by now. She’s the eldest of the nine Greek Muses and the muse of eloquence — fitting for a company built to turn dense filings into something you can actually say out loud.
Get started

Put senior-analyst depth to work in benefits & GTM.

Book a scoping call. We'll map your goals and your stack, and scope an engagement.

Book a deployment → See what we build