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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
AI-Generated Insights
Let AI do the analysis. Get intelligent insights that highlight cost impacts, compliance status, and key recommendations for every proposal.
As seen in product Launch interactive demo
Why AI-Generated Insights?
Executive Summary
Auto-generated summary of current vs. proposed costs with year-over-year comparisons at a glance.
Key Insights Panel
AI surfaces the most important findings: cost changes, compliance status, and potential issues.
Contribution Analysis
See how employer contribution levels compare to market averages with actionable recommendations.
Compliance Checks
Automatic ACA affordability verification with clear pass/fail indicators and remediation suggestions.
Cost Projections
Understand rate increases and their impact on both employer and employee costs over time.
Customizable KPIs
Choose which key performance indicators to surface in your proposal dashboard.
How it fits your workflow
Mirror the 5-step wizard from intake to proposal.
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Step 2: File Upload
Import carrier files or census data to pre-fill plan details.
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Step 3: Plans & Enrollment
Map enrollments and rates, or copy from current plans.
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Step 4: Contributions
Set employer and employee contributions and preview impact.
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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.
Insights Generated Automatically
Proposed plans maintain current cost structure
Plan options unchanged (3 plans compared)
Small rate increase of 4.2% year-over-year
Employer covering only 65% - below market average
ACA compliant - meets affordability requirements
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime