Overview
Pasito is a benefits administration and engagement platform for carriers, brokers, financial institutions, and employers in the group health, life, and retirement segments. The platform ingests unstructured plan documents and employee census data, converting them into a structured data layer that powers automated workflows across the full benefits lifecycle from quoting through claims.
The product suite includes an AI benefits assistant, proposal comparison tools, RFP intake automation, benefits guides, microsites, and engagement agents that orchestrate plan communications, document audits, and compliance tasks. The underlying data infrastructure connects to over 950 insurance carriers and integrates with over 200 payroll providers, enabling end-to-end SaaS delivery without manual data re-entry. The platform reports 98% accuracy in benefit plan creation versus a 74% industry average.
Founded in 2021 and a Y Combinator S22 graduate, Pasito raised a USD 21M Series A in February 2026 led by Insight Partners following a USD 3.25M seed in 2022. The company manages USD 106 billion in premiums for over 3,000 employers supporting 5.3 million employees. Customers include Reliance Matrix, New York Life, OneDigital, and Daybright Financial, with ARR growing 50x over the prior year.
Products & Services
AI Benefits Assistant
Conversational AI agent that provides employees with instant, personalized guidance on their benefits options. Supports customizable tone and brand controls for employer white-labeling.
Key Features
- Natural language Q&A on plan details and coverage options
- Customizable persona and brand voice
- Integrated decision support to guide benefit selections
Target Users: Employers, Employees
Proposal Comparison
Automated extraction and side-by-side analysis of insurance proposals. Reduces manual effort for benefits consultants and employers evaluating carrier offers.
Key Features
- Automated proposal ingestion from unstructured documents
- Side-by-side carrier comparison
- Standardized data output for downstream workflows
Target Users: Brokers, Employers
RFP Intake Management
Streamlined proposal handling system for insurance carriers. Automates document intake and processing from broker and employer RFP requests.
Key Features
- Automated document parsing and classification
- Centralized intake queue for broker submissions
- Integration with carrier underwriting workflows
Target Users: Carriers
Benefits Guides & Microsites
Automated creation of personalized benefits content and dedicated microsites for employers, supporting year-round enrollment and comprehension.
Key Features
- Personalized benefits guide generation from plan documents
- Dedicated employer microsites
- Year-round communications support
Target Users: Employers, Employees
Engagement AI Agents
AI agents that orchestrate complex benefits workflows including plan comparisons, enrollment communications, claims reminders, document audits, and translations.
Key Features
- Automated plan comparison and highlights
- Claims reminder workflows
- Document audit and translation support
Target Users: Brokers, Employers, Carriers
Benefits Hub
Year-round communications and education platform for employers. Manages benefits content, enrollment activities, and employee engagement.
Key Features
- Centralized benefits communications hub
- Enrollment campaign tools
- Employee engagement analytics
Target Users: Employers
At a Glance
- Founded
- 2021
- Headquarters
- New York, NY, USA
- Employees
- 11-50
- Funding
- Series A
Category & Focus
- Category
- Core Administration
- Subcategories
- Benefits Administration AI Workflow Automation Employee Engagement Document Automation
- Insurance Verticals
- Group Benefits Life & Annuity Health
- Target Customers
- Carriers, Brokers, Employers
Customers
- Reliance Matrix
- New York Life
- OneDigital
- Daybright Financial
- Lokton
- Birch
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Last updated: 2026-06-15