Plan Library
A reusable plan workspace in staged rollout, designed to make cross-case plan reuse faster and cleaner.
Coming Soon
This feature is currently in development
Why Plan Library?
Staged Rollout
Plan Library is being released in phases while case-level plan reuse stays available in the main workflow.
Smart Collections
Organize plans by benefit type, carrier, and recency so frequently reused designs are easy to find.
Quick Filtering
Filter plan records by carrier, benefit type, and period to stage new comparisons faster.
Templates
Store frequently used plan structures as reusable templates for common group profiles.
Favorites
Pin frequently used options so they are always within one click when building cases.
Bulk Actions
Apply updates and organization actions across selected plan records in one pass.
Smart Collection Filters
By Type
By Carrier
By Date
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