1
Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
ACA Compliance Modeler
Built-in affordability calculator ensures your benefit recommendations meet IRS requirements and helps clients avoid costly penalties.
As seen in product Launch interactive demo
Why ACA Compliance Modeler?
Affordability Calculator
Automatically calculate if plans meet ACA affordability requirements based on current IRS thresholds.
Penalty Exposure Analysis
See potential 4980H(b) penalty exposure if plans don't meet affordability requirements.
Annual Updates
Penalty amounts are automatically adjusted annually based on IRS guidelines.
Full-Time Employee Tracking
Track total full-time employees and those expected to receive subsidies for accurate calculations.
Compliance Reports
Export compliance analysis as PDF or JSON for client records and documentation.
Real-Time Validation
Get instant feedback on whether contribution strategies meet affordability thresholds.
How it fits your workflow
Mirror the 5-step wizard from intake to proposal.
2
Step 2: File Upload
Import carrier files or census data to pre-fill plan details.
3
Step 3: Plans & Enrollment
Map enrollments and rates, or copy from current plans.
4
Step 4: Contributions
Set employer and employee contributions and preview impact.
5
Step 5: Proposal
Generate the proposal and jump into presentation mode.
Workflow accelerators
Quick Actions
Jump between cases, uploads, and exports without breaking focus.
Keyboard Shortcuts
Stay in flow with command palette, export, and navigation shortcuts.
Export Anywhere
Send dashboards, PDFs, or spreadsheets straight from the toolbar.
Built-in Help
Inline help center keeps guidance one click away.
Data confidence, built in
Parsing, validation, and quality signals keep uploads reliable.
Smart Parsing
API parser for PDFs and docs with automatic structure detection.
CSV Fallback
Built-in CSV/TXT reader when external services are unnecessary.
Quality Signals
Header verification and confidence flags to catch issues early.
Coverage Check
Geography coverage status before committing exports.
Mobile-ready and presentation friendly
Responsive layouts keep executive summaries, quick actions, and exports usable on the go.
- Works seamlessly with the presentation toolbar and exports.
- Sidebar controls collapse gracefully for smaller screens.
- Keyboard shortcuts remain available for power users.
What the ACA Modeler Calculates
%
Affordability %
vs. household income
$
Penalty Exposure
4980H(b) calculation
Compliance Status
Pass/fail indicator
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime