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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Benefit Guide Generator
Create professional, branded employee benefit guides with customizable sections for key dates, contacts, FAQs, and enrollment instructions.
As seen in product Launch interactive demo
Why Benefit Guide Generator?
Custom Branding
Add your agency logo, colors, and branding to create professional guides that represent your business.
Key Dates & Deadlines
Include plan year dates, open enrollment periods, and important deadlines employees need to know.
Contact Information
Add HR contacts, broker info, and carrier customer service numbers in one convenient place.
FAQ Section
Answer common employee questions about benefits, eligibility, and enrollment right in the guide.
Resource Links
Include links to carrier portals, enrollment forms, and other helpful resources.
Multiple Export Formats
Export guides as PDF, interactive HTML, or PowerPoint presentations for maximum flexibility.
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.
Guide Sections You Can Customize
📅Key Dates
👥Contacts
❓FAQs
🔗Resources
📝How to Enroll
🎨Branding
📋Plan Details
📊Display Options
Customize Your Brand Identity
Add your logo, colors, and agency information to every guide you create.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime