Contio

On a mission to kill broken meetings.

10/29/2026

You end the client call, then remember the question you meant to ask.

Who needs to approve this? What date are we working toward?

Add them to Key Questions to Resolve. As the answers come up, Contio captures them against your questions, so you can stay with the client instead of keeping a separate tally in your notes.

Before you wrap up, see what’s been answered and ask what’s still open while everyone is there.

For your next client meeting, let Contio suggest the questions and track the answers as you talk.

10/29/2026

AI should help you build stronger human relationships.

Derrick Kinney’s point here is simple: connect with the problem your client is facing before you try to impress them with your technology.

That’s what we’re building Contio for. Remember what mattered in the last conversation. Give the person in front of you your attention. Follow up with work that reflects what they actually need.

The best of both worlds: technology that helps you remember and follow through, paired with the care and judgment you bring to the relationship.

Watch Derrick’s full conversation with Aaron Klein on Beyond the Meeting.

go.contio.ai/dk-clients-fb

10/28/2026

Never drop a detail again.

Benny, Contio’s AI agent for benefits brokers, remembers what matters to your clients and puts it to work in your renewals. The details from your conversations inform the work he prepares for your review, so you don’t have to carry it all in your head.

Hire Benny to make renewals easy.

go.contio.ai/renew-fb

10/14/2026

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-fb

10/12/2026

A client check-in can take 35 seconds. Put it on the calendar.

Derrick Kinney 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 Aaron Klein, Derrick shares how he made those calls part of his routine.

Watch the full episode.

go.contio.ai/derrick-fb

10/09/2026

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-fb

10/07/2026

On Beyond the Meeting, Derrick Kinney joined Aaron Klein 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-fb

10/06/2026

"If you want to make it rain, connect with pain."
"If you want a business that's booming, focus on the human."
"A contract is only as good as the person who signs it."
"Make everything Derrick optional."

Derrick Kinney talks the way he coaches. The least amount of words wins, and every one of them is chosen on purpose.

Behind each of those lines is a moment that nearly broke his firm, and a choice that transformed it instead. The Dallas deal that almost bankrupted him. The all-hands where he played dead. The mentor who told him he'd hit a ceiling at two commas and stay there until he learned to lead through others.

Episode 3 of Beyond the Meeting, with Aaron Klein, is out today. Full episode link in the comments.

10/01/2026

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

http://go.contio.ai/bew-founders-facebook

09/30/2026

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.

Address

Boise, ID

Website

http://contio.ai/

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