You can't just drop a sophisticated AI agent on a firm's head and ask them to run it themselves — that's a recipe for wasted time and money.
Meet Benny, Contio’s AI agent for benefits brokers. Our AI services team sets him up around your firm’s renewal process and keeps refining how he works with you.
See how Benny takes on the busywork, and gives your entire team superpowers.
go.contio.ai/benny-team-x
A client check-in can take 35 seconds. Put it on the calendar.
@DerrickTKinney calls it “scheduled spontaneity.” You plan the call; your client gets an unexpected reminder that you’re thinking about them between meetings.
A few seconds on the phone can spare a client weeks of wondering whether you’re on top of things.
In this Beyond the Meeting conversation with @AaronKlein, Derrick shares how he made those calls part of his routine.
Watch the full episode.
go.contio.ai/derrick-x
You have clients to win. Give Benny the renewal work.
Benny is Contio’s AI agent for benefits brokers. He reads the census, gathers rates and builds the proposal, drawing on your client emails, documents and conversations.
You decide which carriers belong in the mix and what to recommend. Benny does the work to put that strategy in front of your client.
That means a proposal to review instead of one more to build from scratch. And more room in your day for the relationships that grow your business.
Hire Benny for your next renewal.
go.contio.ai/benny-x
On Beyond the Meeting, @DerrickTKinney joined @AaronKlein to talk about a simple idea: advisors need coaching on their client meetings, too.
His coaching toolkit in Contio puts that into practice, with questions to guide the conversation and feedback on what you could do better next time.
Watch the full episode here: go.contio.ai/aiderrick-x
"If you want to make it rain, connect with pain."
"If you want a business that's booming, focus on the human."
"Make everything Derrick optional."
@DerrickTKinney talks the way he coaches. The least amount of words wins.
Behind each of those lines is a moment that nearly broke his firm. And a choice that transformed it instead.
Ep. 3 of Beyond the Meeting with @AaronKlein is out now.
Full episode, plus the transcript if you'd rather read it: contio.ai/blog/derrick-kinne…
Raising capital in Idaho? What investors want to see in a deal is changing.
Today, Contio founder Aaron Klein joins fellow panelists for The Founder’s Journey at Boise Entrepreneur Week. They’ll discuss the funding available to Idaho founders, how investors are evaluating deals, and what current events mean for your next raise.
If fundraising is on your plan for 2026 or beyond, join the conversation.
Today, October 1 | 1:30–2:15 PM MDT
Pioneer Room, 6th floor at JUMP
go.contio.ai/bew-founders-x
If you were starting your business today, what would you build differently with AI?
That question goes beyond choosing tools. It means reconsidering how you turn an idea into something customers can use, and which assumptions about building a business still hold.
Contio’s Wyatt Cupp joined Andrew Rafla and Matty Jones at Boise Entrepreneur Week today for Building with AI.
Thanks to everyone who joined us at JUMP. A few moments from the panel below.
Contio’s @wyattcupp takes the stage at Boise Entrepreneur Week today!
Building with AI, alongside Andrew Rafla and Matty Jones. See real AI projects and how they’re built.
10-10:45am MDT | Loft, 5th floor, JUMP
1000 W. Myrtle St., Boise
Free entry.
go.contio.ai/bew-x
Introducing Derrick Kinney Elite Advisor Coaching, powered by Contio.
You can hear @DerrickTKinney speak and leave with pages of ideas. Back at the office, you still have to choose the questions, remember to ask them, and see what you missed.
Now his conversational framework is built into Contio. Choose a template with Derrick’s questions before a prospect visit. Use it to guide the conversation. Afterward, review coaching on what went well, opportunities you missed, and what to do next, alongside a follow-up draft you can edit and send.
Start with one prospect visit already on your calendar. Put Derrick’s coaching method to work, then use the feedback to prepare for the next one.
Get started with Derrick Kinney Elite Advisor Coaching today.
go.contio.ai/dkcoachingv-x
Contio retweeted
Riskalyze → Nitrogen → ... 🚀
There’s a lot of history between Aaron Klein and Dan Zitting, which makes this episode of Contio’s Beyond the Meeting especially fun.
Dan and Aaron look back at Nitrogen’s evolution, including a candid conversation about the timing of the Nitrogen rebrand, and dig into how our product philosophy continues to change as AI reshapes advisor tech stacks.
One idea at the center of the conversation: the software should do the rote work so advisors can spend more time on the conversation.
Read the highlights or catch the full episode 👇
📝 Read: contio.ai/blog/dan-zitting-n…
🎧 Listen: hubs.ly/Q04xZHMK0
🎥 Watch: hubs.ly/Q04xZHDN0
#NitrogenWealth #WealthTech #AI #FinancialAdvisors
“I’ll send that over” is easy to say on a client call.
Then life happens. Another call runs long, something urgent needs your attention, and the email waits.
By the time you get back to it, you’re piecing together what you discussed from memory.
Contio turns the conversation into the first draft of the work. The proposal, the follow-up, whatever the next step may be.
Less context switching to piece it all back together. The work gets started for you, ready for your review.
Try Contio free on your next client call.
Raising more VC money doesn't make you a better business.
@danzitting is the CEO of Nitrogen. Before that, he founded workpapers.com and led Galvanize through its acquisition. He's seen friends lose businesses that could have succeeded because VC expectations required them to become much bigger than they could sustain.
Before taking VC money, ask: can your business realistically grow as big as those investors expect?
On Beyond the Meeting, Dan joins Aaron Klein to talk about building and leading companies, including how he got his team using AI by learning the tools himself first. Listen to the full episode for lessons you can apply to getting your own team using AI.
Listen Here: go.contio.ai/blog-dan-zittin…
When AI started changing his engineers' jobs, @NitrogenWealth CEO @danzitting didn't wait to see what it would mean for everyone else.
He went first. A week alone with the tools until he was running his own day on them. Then he showed the company how, and what he'd learned along the way. Now he calls it their superpower. 💥
That's where Episode 2 of Beyond the Meeting, hosted by @AaronKlein, starts. Where it goes:
• What it's like to run a software company in the AI age
• Why the metrics that used to mean success are changing
• What software that empowers human relationships looks like in practice, and the fifteen minutes Dan spent running Nitrogen with his dad.
Full episode in the first comment.
Prefer to read? Full episode notes, Dan's story, and where to listen on Spotify and Apple:
contio.ai/blog/dan-zitting-n…
Ever get deja vu in a meeting?
Your notetakers took notes on the last meeting. They had what was said. They didn't have the right documents, or the concern from the Slack thread. So you started over, out loud, in the room.
Contio flows the conversation into the work. It pulls from your meetings, documents, and apps. After the call, the first draft is already started. Review it. Send it. You can surface insights from past meetings without starting over in the room.
Try Contio Free!
go.contio.ai/deja-x
Altruist CEO @jasonwenk said the number one thing that kept showing up on employee surveys was that they need to be better at communication.
That's a big part of what compounding workspace intelligence in Contio can solve.
You said it — but nobody wants to ask you to repeat it.
Now they don't have to.
Check out this episode of Beyond the Meeting: go.contio.ai/jw-x