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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Plan Comparison
Generate side-by-side comparisons across unlimited carriers and plan types with normalized, client-ready output.
As seen in product Launch interactive demo
Why Plan Comparison?
Unlimited Carriers
Compare any number of carriers and plans in a single view without limitations.
Normalized Data
Standardized fields ensure apples-to-apples comparisons across different carrier formats.
All Benefit Types
Medical, dental, vision, life, disability, and more—all in one comparison.
Client-Facing Output
Clean, professional comparisons ready for client presentations.
Renewal vs. Alternative
Easily compare current plans against new options for renewal season.
Highlight Differences
Automatically surface key differences between plans to guide decisions.
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.
Benefit Types Supported
🏥Medical
🦷Dental
👁️Vision
❤️Life
🛡️Disability
💊Rx/Pharmacy
🏦HSA/FSA
📋Voluntary
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime