RMB-OS turns your client's own benefits data into boardroom-ready executive intelligence — so you lead the healthcare conversation with evidence, not opinions.
7 days free. Then $99/month. Cancel anytime. Founding beta rate locked for one year.
Built for independent advisors, benefits consultants, and forward-thinking insurance brokerages that want to lead with intelligence, evidence, and transparency.
A spreadsheet and a renewal summary describe the past. Executive intelligence explains what's true, what it costs, and what to do about it — sourced, defensible, and ready for the boardroom. RMB-OS does that preparation for you, so you walk in as the most prepared person at the table.
The relationship, the trust, and the recommendation stay yours. RMB-OS never advises your client — it prepares you to.
It reads the employer's own documents, reconciles what they say, and hands you an executive-grade picture you can stand behind.
The ordinary meeting starts with information. Yours starts with intelligence.
Upload what the employer already has. RMB-OS reads it, reconciles it, and shows its work at every step — no SSNs required.
Every number traces back to a source. Nothing is asserted that the evidence can't support.
Not "AI for benefits" — a working operating system for executive healthcare advisory, ready the day you log in.
Five minutes through executive findings on a sample employer — no account needed.
Watch the DemoThe exact boardroom presentation RMB-OS builds from an employer's own data.
See a Sample AssessmentBring one real file. We'll turn it into intelligence with you — no obligation.
Run It on One of My ClientsRMB-OS works for the advisors and employers who use the intelligence. No commercial relationship ever changes a finding or a recommendation.
Confidence is graded honestly — directional, benchmarked, or confirmed — and never overstated. If the evidence can't support it, RMB-OS won't say it.
Built to stand up to a CFO's questions and a fiduciary standard — not to generate a marketing lead.
RMB-OS amplifies the advisor. The platform explains, you advise, the employer decides.
Creating your workspace is free. Your 7-day trial begins only when you choose to start it — and your founding beta rate is held for a full year from the day you subscribe.
Self-service. No application, no waitlist — your workspace is ready in minutes.
No. RMB-OS prepares you; it doesn't advise your client. The platform explains what the evidence says — you bring the judgment, the relationship, and the recommendation. You stay the person leading the room.
Yes. The employer owns their data in their own permissioned workspace. No SSNs are needed, we never sell employer data, and access is controlled by the employer.
No. Vendors may participate in the wider ecosystem and tell their own story, but vendor payment never influences Findings, matching, evaluation, or recommendations. Commercial status is kept structurally separate from the evidence — that firewall is what makes the intelligence trustworthy.
It gives you what larger firms use to earn executive trust: preparation, evidence, and a boardroom-ready presentation built from the client's own numbers — so you lead the conversation instead of reacting to it.
Your trial converts to $99/month, and your founding beta rate is locked for one year. You can cancel anytime.
An employer's basic benefits documents — census, invoices, plan summaries. Or bring one live and we'll run it with you.
Bring one real file. We'll turn it into intelligence with you — no obligation. Or skip ahead and start your free trial now →