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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Quote & Invoice Analysis
Stop manual data entry. Upload carrier quotes or invoices and let AI extract rates, plan details, and enrollment data in seconds.
As seen in product Launch interactive demo
Why Quote & Invoice Analysis?
Auto-Detect Format
AI automatically identifies document type - whether it's a renewal quote, new business proposal, or monthly invoice.
Rate Extraction
Pull premium rates by tier (Employee, EE+Spouse, EE+Child, Family) with high accuracy from any carrier format.
Plan Detail Parsing
Extract deductibles, copays, coinsurance, and out-of-pocket maximums directly into your comparison.
Enrollment Import
When invoices include enrollment counts, automatically populate your enrollment data.
Multi-Carrier Support
Works with quotes and invoices from all major carriers - Aetna, BCBS, Cigna, UHC, and more.
Validation & Review
AI flags uncertain values for human review, ensuring accuracy before finalizing.
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.
Supported Document Types
Renewal Quotes
Annual renewal proposals from carriers
Monthly Invoices
Billing statements with current rates
New Business Proposals
Competitive quotes from multiple carriers
Rate Sheets
Standalone rate tables and schedules
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime