Your benefits team is already using AI to answer ERISA questions. We can help you ensure that they are using it effectively — and prudently.
Free online training for benefits professionals on how to get useful, verifiable work out of AI — and how to recognize when what you are looking at is confident and wrong. It sits behind a free account on this site. Creating one takes a minute, costs nothing, and commits you to nothing.
The tool is the easy part.
Nearly everyone who tries AI on benefits work has the same two experiences in the first week: an answer that saves an hour, and an answer that would have been embarrassing if they had sent it. The difference between those two is almost never the model. It is how the question was asked, what context was supplied, and whether anyone checked.
Anyone can learn to prompt AI better, and to more reliably give it the context that makes its answers better. It is not a talent and it is not technical — it is a set of habits, and the habits are learnable. We offer basic training on how to do this. It is online, it is on demand, and you work through it at your own pace. It is worth having whether or not you ever buy anything from us. If you do go on to use the SKILLs Suite, you will get considerably more out of it, because your good prompting habits will be enhanced by the SKILLs Suite.
The training is free. It lives behind a free account on this site — the same account you use to buy the SKILLs Suite, to renew it, and to book one-on-one training if we offer it. Creating one costs nothing and commits you to nothing. Registration is governed by our account and registration terms and our privacy notice, and we will not add you to a marketing list as a condition of signing up.
One of the six habits: point at the documents, and ask what it assumed.
Practical, and specific to benefits work.
Worked through with real benefits questions — a part-time exclusion, a severance arrangement, a controlled-group problem — rather than generic prompting advice borrowed from marketing or software.
Where AI helps and where it fails
The four gaps that matter in this field: it does not know how to think about ERISA's interlocking provisions, it does not know your plan, it is stale in an area that moves quarterly, and it does not know when to stop. Knowing the shape of the failure is most of the defense.
Asking a question properly
Leading with context rather than the bare question, pointing at documents instead of letting the tool assume a plan term, and asking for an issue-spotting pass before a finished draft. Before-and-after examples throughout.
Working iteratively
Treating the first answer as a draft, correcting bluntly rather than politely, and the single question that catches more errors than any other: what did you assume that I did not tell you?
Giving it your own documents
Standing up a workspace holding your plan documents, SPDs, and administrative forms so answers are about your plan rather than a plan in general — and confirming the documents are actually being read, which is the step people skip.
Telling a good answer from a plausible one
How to make the tool show its work — name the document, quote the governing language, cite the section — and what it means when it will not. Plus the checks worth running every time before anything leaves your desk.
Data hygiene and what not to delegate
What should never go into a prompt, how to test coverage without participant names, and the categories of decision that stay with the plan sponsor, the administrator, and the named fiduciaries no matter how good the draft looks.
Written for the person actually doing the work.
A good fit
- A one-person benefits function that fields every question and has nobody to hand the hard ones to.
- A benefits department wanting its team to work the same way rather than each person improvising.
- In-house counsel deciding what they are willing to let their team use AI for.
- Advisory firms, TPAs, and brokers whose people answer benefits questions for clients all day.
Not the right room
- Anyone looking for a software demonstration. This is instruction, not a sales walkthrough.
- Anyone wanting substantive ERISA training. The subject is how to use the tools, not the law itself.
- Anyone hoping to remove professional judgment from benefits work. The training argues the opposite.
Upcoming
No dates are on the calendar yet. We are scheduling the first sessions now and will announce them here.
The on-demand training does not wait on a session date. It is open now, behind a free account.
The on-demand training is open now
It does not wait on a session date. Create a free account and work through it at your own pace — the same account you use to buy the SKILLs Suite, to renew it, and to see which Release your organization holds and your License ID. It costs nothing and commits you to nothing, and we will not add you to a marketing list as a condition of having one. See the account terms and the privacy notice.
Past sessions
If we run a live session, it is recorded and the recording is listed here afterward. There are none yet. We commit to no schedule and to no particular module — that is section 3.3 of the account terms, and it is deliberately honest rather than coy.
Nothing recorded yet. If a live session is ever run and recorded, it is listed here.
If you would rather start now than wait, the SKILLs Suite includes a getting-started SKILL that teaches the same setup and prompting habits directly inside the tool.
Start with the training, or start with the tools.
Either order works, and the training is free either way. Good prompting habits make the Suite land better; the Suite enhances the habits the training gives you.