Step 1: Type
Choose the benefit type to tailor the workflow and validations.

Help employees understand exactly how plan changes affect their paycheck. Calculate and communicate per-employee cost differences clearly.

Calculate exactly how much each employee's paycheck deduction will change with the new plan.
See cost differences by coverage tier - Employee Only, EE+Spouse, EE+Child(ren), and Family.
Clear side-by-side comparison of what employees pay now versus what they'll pay under the new plan.
Export employee-friendly cost sheets to help communicate plan changes during open enrollment.
Show changes as both percentage increase/decrease and actual dollar amounts.
Compare employee costs across multiple plan options so employees can make informed choices.
Mirror the 5-step wizard from intake to proposal.
Choose the benefit type to tailor the workflow and validations.

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

Map enrollments and rates, or copy from current plans.

Set employer and employee contributions and preview impact.

Generate the proposal and jump into presentation mode.


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

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

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

Inline help center keeps guidance one click away.
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.

Responsive layouts keep executive summaries, quick actions, and exports usable on the go.

| Coverage Tier | Current | Proposed | Difference |
|---|---|---|---|
| Employee Only | $125/mo | $132/mo | +$7/mo |
| EE + Spouse | $310/mo | $325/mo | +$15/mo |
| EE + Child(ren) | $275/mo | $288/mo | +$13/mo |
| Family | $485/mo | $509/mo | +$24/mo |
Export this comparison as a PDF or Excel sheet to share with employees during open enrollment.
Start your free proposal today and see the difference.
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