Feature

Data Analysis Tools

Advanced AI-powered analysis tools for benefit documents, rate sheets, invoices, and census data with multiple parsing engines.

As seen in product Launch interactive demo
Data Analysis Tools feature preview

Why Data Analysis Tools?

Multi-Engine Parsing

Smart engine selection: API parser for complex documents, built-in CSV/Text reader for structured data.

Auto Document Detection

Automatically detects document type (Benefits, Rates, Invoice, Census) and applies appropriate parsing.

Quality Indicators

See confidence scores, duplicate detection, and header quality metrics before processing.

Rate Sheet Import

Specialized pipeline for rate sheets with AI validation and direct plan library alignment.

Geographic Coverage

Analyze geographic coverage to ensure plans match employee locations.

Multiple Output Formats

Export analyzed data as JSON, CSV, or Excel for further processing or integration.

How it fits your workflow

Mirror the 5-step wizard from intake to proposal.

Guided steps
1

Step 1: Type

Choose the benefit type to tailor the workflow and validations.

Step 1: Type
2

Step 2: File Upload

Import carrier files or census data to pre-fill plan details.

Step 2: File Upload
3

Step 3: Plans & Enrollment

Map enrollments and rates, or copy from current plans.

Step 3: Plans & Enrollment
4

Step 4: Contributions

Set employer and employee contributions and preview impact.

Step 4: Contributions
5

Step 5: Proposal

Generate the proposal and jump into presentation mode.

Step 5: Proposal

Workflow accelerators

Quick Actions

Quick Actions

Jump between cases, uploads, and exports without breaking focus.

Keyboard Shortcuts

Keyboard Shortcuts

Stay in flow with command palette, export, and navigation shortcuts.

Export Anywhere

Export Anywhere

Send dashboards, PDFs, or spreadsheets straight from the toolbar.

Built-in Help

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.

Data Analysis Tools feature preview

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.
Mobile responsive layout showing executive summary

Document Analysis Types

Benefits

Plan details & coverage

Rates

Premium rate sheets

Invoice

Billing & invoices

Census

Employee data

Quality Metrics

  • Duplicate detection
  • Low confidence field flagging
  • Header quality verification
  • Geographic coverage analysis

Parsing Engines

  • API Parser (PDFs, complex docs)
  • Built-in CSV/Text reader
  • Rate sheet import pipeline
  • Auto-detect mode

Related Features

Document Parsing

Core document extraction features

Plan Library

Store analyzed plans for reuse

AI Insights

Get recommendations from analysis

Ready to Try This Feature?

Start your free proposal today and see the difference.

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