1
Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Case Library & Cloud Sync
All your benefit cases in one place. Cloud-synced, searchable, and accessible from anywhere. Never lose a proposal again.
As seen in product Launch interactive demo
Why Case Library & Cloud Sync?
Cloud Sync
All cases automatically sync to the cloud. Access your work from any device, anywhere.
Instant Search
Find any case instantly by employer name, policy period, or tags. Filter by date, status, or custom criteria.
Favorites & Templates
Star frequently accessed cases for quick launch. Save cases as templates for recurring clients.
Bulk Actions
Select multiple cases to export, archive, or delete in one operation. Streamline your workflow.
Activity Tracking
See which cases were updated recently. Never lose track of in-progress work.
Grid & List Views
Switch between visual grid cards or compact list view based on your preference.
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.
Case Library at a Glance
100+
Cases per workspace
Instant
Cloud sync
Unlimited
Search & filters
Smart Organization
Total CasesUpdated This WeekFavoritesTemplatesArchived
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime