Jason and Tim will follow up directly. You can also reach Jason at jyoungs@strategicbenefitresources.com
Your files have been received and are in review.
Navigate
Decision Tree
—
🌿
Decision Tree Coming Soon
Portal-specific decision trees are being built. In the meantime, ask Herbie directly — describe your situation and Herbie will walk you through it conversationally.
The Living Proposal
Current market comparison · Always current
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The Living Proposal is being prepared for your account. Your SBR team will notify you when it's ready to review.
Policy Card
Your in-force coverage · Always current
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Your current stop-loss policy details will appear here. Contact your SBR team to get your policy card activated.
Always-On Reporting
Plan performance · Month over month
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Perpetual RFP
Always-ready · Always-current
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Stop-Loss Pitch
SBR · Producer Tool
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Stop-Loss Pitch Experience
Portal-specific pitch content loads from your intelligence stack
THE SBR DIFFERENCE
Intelligence-first stop-loss placement.
We build the risk story before it hits the carrier. Pre-submission conversations, narrative positioning, laser negotiation. The data has a story — we make sure you can tell it.
CARRIER ACCESS
25–30 active carrier relationships. Direct underwriter access — not just submission portals. Berkshire Hathaway Specialty · Voya · HM Life · Sun Life · Symetra · TMHCC · Anthem · QBE and more.
CAPTIVE STRUCTURES
Cell captives, group captives, hybrid stop-loss arrangements. We structure the right risk-sharing vehicle for the group size and risk profile.
ASK HERBIE
Use the Intelligence lane to get real-time answers on carrier appetite, contract provisions, and stop-loss strategy for your specific group.
Sample Dashboard
Illustrative data only — not live
⚠ SAMPLE — Illustrative data only. This is what your live dashboard will look like once activated.
ACTIVE USERS
19
across your portal
INTERACTIONS
247
last 30 days
RECENT ACTIVITY — SAMPLE
Randy R. — Stop-loss renewal strategy2h ago
Maggie O. — Aggregate penetration question4h ago
Joel D. — Carrier marketing for HUB groupsYesterday
Matt C. — Self-funded prospect meeting prepYesterday
Your live dashboard activates when your T1-L access is confirmed
Infused clinical intelligence access — per employee per month
HUB COMPLIANCE PROVISIONS
1. Plan document review and stop-loss contract alignment
2. Specific deductible adequacy analysis
3. Aggregate corridor and accommodation review
4. Laser disclosure and negotiation documentation
5. Claim notification timeline compliance
6. Run-in / run-out provision review
7. ERISA fiduciary documentation
8. Network adequacy confirmation for stop-loss
9. Annual renewal audit trail
INFUSED CLINICAL SUMMARY
Infused provides real-time clinical intelligence on high-cost claimants before stop-loss attachment. Identifies emerging catastrophic claims 60–90 days earlier than traditional data. Integrates with stop-loss placement to improve laser accuracy and carrier positioning.
Resources
SBR · Reference Library
📚
Resources coming soon
Portal-specific reference materials, carrier guides, and SBR tools will appear here
Herbie Platform
⚙ ADMIN
Pending Contributions0
›
◎
No pending contributions.
Contribution History
L0 — Sovereign Intelligence Foundation
SPG Foundation — platform-wide
L0—▾
Content
Updated by
▾OI Level 1 · Personnel and Positions—
New Position
Position name
Current holder
Initial content
▾OI Level 2 · SME Institutional Intelligence—
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New SME Institutional Node
Node name
Governor
Initial content
▾OI Level 3 · External and Partner Intelligence—
Data Lake Status
Partition
Files
Status
raw/sharepoint
0
⚪ Pending
raw/salesforce
0
⚪ Pending
raw/edi
0
⚪ Pending
raw/clinical
0
⚪ Pending
analytics/aggregate
0
⚪ No data yet
New Level 3 External Node
Node name
Governor
Initial content
New Internal Operational Node
Node name
Governor
Initial content
New External Data Node
Node name
Governor
Connection description
L2 — Producer Proxy Layers
Jason Youngs — Pacific Leader proxy
L2—▾
Content
Daniel Cobb — Producer proxy
L2—▾
Content
L3–L5 — Per Portal Layers
Producer Management
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New Producer
Full name
Login
Portal assignments (comma separated slugs)
Proxy context notes
Referral Links
Generate Referral Link
Referring user
Referring portal
Target tier for new users
REFERRAL LINK GENERATED
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Microsoft SSO Domain Routing
Add Domain Route
Email domain (without @)
Target portal
Auto-provisioned tier
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Producers
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New Producer
Name
Role
Email
Portals
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New Portal
Portal name
Slug (unique key)
URL
Tier structure
Active Deployments
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SPG Portfolio
Sovereign Intelligence Network · Placeholder architecture ready for deployment
Tool Discovery JSON — as seen by connecting AI clients
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Subscriptions
Issue New Subscription
Organization name
Contact name
Contact email
Tier
Internal notes
NEW SUBSCRIPTION ISSUED
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Tool Configuration
Register New MCP Tool
Tool name (snake_case)
Description
Input schema (JSON)
Backend operation (HerbieRead action name)
Loading tool registry…
New Portal
1 Identity
2 Domain
3 Visual
4 Content
5 Lanes
6 Intelligence
7 Users
8 Review
Portal Identity
Portal name
Portal slug
Portal type
Producer owner
Domain Configuration
PREVIEW URL
hub-midwest-west.sbrherbie.com
The unified platform at sbrherbie.com handles all portal slugs dynamically. No additional DNS or Netlify work needed — the portal goes live as soon as it's saved to Azure.
Custom domain
DNS RECORD TO ADD
CNAME → wondrous-stroopwafel-ba6e86.netlify.app
TTL: 300
Propagation: 15 min – 2 hours
SSL: auto-provisioned by Netlify
Visual Identity
Color scheme
SBR Gold
#c9943c · #e8b96a
HUB Teal
#00a9ce · #0057b8
LP Navy
#0e2236 · #94b3c8
SPG Slate
#2d3748 · #718096
Captive Forest
#1a4731 · #2f855a
Enterprise Midnight
#0f172a · #334155
Custom
Enter hex values below
Client color override (optional)
Primary hex
Secondary hex
Logo type
SBR Badge
Producer Badge
Live preview
SBR
HERBIE — INTELLIGENCE
New Portal
Portal Content
Welcome message
Eyebrow text
Opening Herbie greeting
[first_name] is replaced with the user's first name at login
Lane Configuration
Select which lanes appear on the portal home screen.
Live Lane Preview
SBR Team Members
shown in user profile panel
Intelligence Stack
Drag nodes from Available into Active to include them in this portal's intelligence stack.