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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Renewal Analysis
Streamline renewal season with automated year-over-year comparisons, cost driver insights, and market alternative presentations.
As seen in product Launch interactive demo
Why Renewal Analysis?
Year-Over-Year Tracking
Automatically compare current plans against renewal quotes to show rate changes and benefit modifications.
Cost Driver Analysis
Identify what's driving premium increases—age banding, claims experience, or carrier pricing.
Market Alternative Comparison
Present renewal rates alongside competitive quotes to demonstrate your value and options.
Trend Visualization
Show clients multi-year cost trends with clear charts and projections.
Renewal Timeline Tracking
Never miss a renewal deadline with automated reminders and milestone tracking.
Historical Data Access
Access past proposals and comparisons instantly for informed renewal discussions.
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.
Renewal Season Made Simple
60 Days
Before renewal: Initial analysis
30 Days
Market alternatives ready
14 Days
Final presentation to client
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime