Turn carrier documents into client-ready insights.
Lucite is the leading AI platform for group benefits brokers & advisors. Elevate your client experience, win more business, and operate more efficiently.
Trusted by leading benefits advisors
This has changed the game for us. I can’t emphasize enough how much we love Lucite.
From document chaos to clarity, in seconds.
Upload carrier documents
Drop in any carrier document (PDFs, Excel, even screenshots). Lucite handles them all from every Canadian carrier.
Lucite extracts and analyzes
Lucite reads documents with logic tailored to Canadian group benefits and carrier-specific formats, extracting plan details, flagging changes, and surfacing insights.
Export client-ready deliverables
Instantly export fully customized templates, delivering polished, branded deliverables that set your firm apart.
Every stage of the client lifecycle.
A complete AI toolbox built for the Canadian group benefits workflow.
Marketing & Quoting
Compare quotes in a clean, side-by-side format for faster review and stronger client recommendations. Lucite standardizes data across carriers so you can spot the best fit instantly.
The operations behind great service.
Automate the tasks that slow your team down.
Commission Tracking
Analyzes compensation data to show what was paid by group and by advisor, with no more manual reconciliation across carrier statements.
Census Data Extraction
Pulls employee census data from source documents into structured, usable formats ready for quoting or renewal analysis.
Billing Statement Review
Extracts ASO, HSA, and fully insured billing data from carrier statements, generating clean rate tables when needed.
Group Retirement Analysis
Extracts and compares fund fees and rates of return to support GRS marketing analysis across providers.
Your client data, organized in one place.
Lucite becomes a central source of truth for your block, organizing key client data in an intelligent, structured, and secure system.
Built for firms that can't afford risks.
Enterprise-grade security with Canadian data residency and full regulatory compliance.
SOC 2 Type II Compliant
Enterprise-grade security audited and certified. Your data is encrypted at rest and in transit with industry-leading standards.
PIPEDA and HIPAA Compliant
Fully adheres to PIPEDA and HIPAA regulations. All data is securely stored within Canada. Your data is never used to train AI models.
You own your data. Period.
Lucite does not claim ownership of any data. Delete a document and it's permanently erased. Leave Lucite and we return your data within 30 days.
Canadian Data Storage
All data is securely stored within Canada, meeting the strictest data residency requirements for Canadian benefits firms.
A partner you can rely on.
White-glove service, unlimited access, and a team dedicated to your success.
All-Inclusive Access
Your subscription has no limits on users or usage. Lucite is built to scale with you so you can grow to the next level.
Full-Service Onboarding
High-touch onboarding, training, and ongoing support to ensure seamless adoption across your team.
Distinctly Yours
All exports are fully white-labeled to match your branding. We can also integrate your specific stock pages or content.
Custom Reporting
White-glove implementation of your reporting templates, including support for multiple template options.
Dedicated Customer Success
Your dedicated success engineers are available anytime, with regular syncs to gather feedback and provide ongoing training.
Same-Day Setup
New accounts with customized branding and white-labeled outputs can be set up on the same day. Custom templates ready in 1–2 weeks.