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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Rate Negotiation
Win better rates with data-driven carrier negotiation tools, benchmarking, and leverage point analysis.
As seen in product Launch interactive demo
Why Rate Negotiation?
Rate Benchmarking
Compare proposed rates against market averages for similar group demographics and industries.
Leverage Point Identification
Identify where carriers have room to move based on loss ratios and competitive positioning.
Multi-Carrier Comparison
Use competitive quotes as negotiation leverage with renewal carriers.
Historical Rate Tracking
Track rate changes over time to identify patterns and predict future increases.
Negotiation Outcome Logging
Document what worked with each carrier to refine your approach over time.
Savings Calculator
Quantify the dollar impact of your negotiations to demonstrate value to clients.
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.
Negotiation Playbook
📊
Benchmark
Compare to market rates
🎯
Identify
Find leverage points
💬
Negotiate
Armed with data
💰
Document
Track your wins
Average broker savings with data-driven negotiation
3-8% off initial quotes
For a 50-employee group
$15,000-$40,000/year
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime