OneDigital Expands AI Coworker Roster With Launch of DEX Across Its Sales Force

ATLANTA, GA – July 14, 2026 – OneDigital, a leading insurance brokerage, financial services, and human capital management firm, today announced the organization-wide launch of DEX — a purpose-built AI sales co-worker and the newest member of the company’s AI Coworker team. OneDigital’s AI Coworkers are trained on role-specific knowledge, internal methodologies, and real business context, so the intelligence producers receive is specific, actionable, and ready to use.  

DEX was built entirely on OneDigital's sales enablement system — purpose-built for how OneDigital identifies, understands, and partners with the organizations it serves. Connected to intent data and Form 5500 datasets, with additional integrations including Zoominfo, DEX gives producers a consolidated view of every prospective client’s needs, pressures, and buying context before the first conversation begins, replacing hours of manual research with intelligence that’s ready to use. 

Producers arrive at every prospect interaction knowing who the decision makers are, what pressures their organization is facing, and where they are in the buying journey — freeing more time for the relationships and conversations that lead to lasting partnerships. For the organizations OneDigital serves, it means every conversation feels less like an introduction and more like a continuation. 

Prior to its organization-wide rollout, DEX was deployed to a pilot group of producers. In that window, more than 100 active producers exchanged over 5,000 messages with DEX and collectively reclaimed more than 10 months of time. Those early users spent less time gathering information and more time doing what moves deals forward: understanding client challenges, building trust, and showing up to every conversation prepared to deliver impact. 

"The best client outcomes begin with the right intelligence — a genuine understanding of what an organization is facing and what they actually need. DEX is built to make that level of preparation accessible to every producer, on every prospect, so that our teams can walk into every conversation focused on solving problems rather than gathering information. That shift — from research to relationship — is what DEX makes possible at scale."

— Vinay Gidwaney, Chief Product Officer, OneDigital 

"Our producers and consultants are our greatest investment. DEX is one more way we're equipping them with the intelligence they need to spend less time researching and more time helping clients solve meaningful business challenges. When you equip great people with better insights and reduce administrative work, they can focus on building trusted relationships and delivering better outcomes."

— Lily Lam, Senior Vice President of National Sales Operations 

DEX joins a roster of AI Coworkers already making a difference across OneDigital — each purpose-built for a specific practice area, together covering the full breadth of how the company serves clients. The initiative reflects a deliberate philosophy: AI is most effective when it is built for how a team actually works, not deployed as a generic capability. That approach has earned external recognition: Microsoft Azure featured OneDigital’s AI Coworker strategy as a model for how organizations can thoughtfully integrate AI to supercharge consultant productivity, and Forbes highlighted the company’s framework of hiring AI colleagues rather than replacing human ones. 

For more information about OneDigital and its AI strategy, visit onedigital.com. 

About OneDigital 
OneDigital’s team of fierce advocates helps businesses and individuals achieve their aspirations of health, success and financial security. Our insurance, financial services and HR platform provides personalized, tech-enabled solutions for a contemporary work-life experience. Nationally recognized for our culture of caring, OneDigital’s teams enable employers and individuals to do their best work and live their best lives. Employers and individuals rely on our teams for counsel and access to fully integrated worksite products and services and the retirement and wealth management advice provided through OneDigital Investment Advisors LLC. Founded in 2000 and headquartered in Atlanta, OneDigital maintains offices in most major markets across the nation. For more information, visit OneDigital.com.