1
Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Plan Library
Build a reusable library of benefit plans. Cloud-synced, organized by smart collections, and accessible from anywhere.
As seen in product Launch interactive demo
Coming Soon
Coming Soon
This feature is currently in development
Why Plan Library?
Cloud Sync
Your plan library syncs across devices. Access your saved plans from anywhere, anytime.
Smart Collections
Automatically organize plans by type (Medical, Dental, Vision), carrier, or date added.
Quick Filtering
Find the right plan instantly with filters for carrier, benefit type, and time period.
Templates
Save frequently used plans as templates for quick reuse across multiple clients.
Favorites
Star your most-used plans for quick access from the favorites collection.
Bulk Actions
Select multiple plans to export, delete, or apply to proposals in bulk.
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.
Smart Collection Filters
By Type
MedicalDentalVisionLife
By Carrier
AnthemCignaUnitedHealthcareAetna
By Date
This MonthLast 3 MonthsThis Year
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime