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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
What-If Scenario Modeling
Model unlimited scenarios instantly. Toggle What-If mode to experiment with contribution strategies and see real-time cost impact without touching your baseline.
As seen in product Launch interactive demo
Why What-If Scenario Modeling?
Instant What-If Analysis
Toggle What-If mode to experiment with changes without affecting your baseline data. See cost deltas in real-time.
Multiple Scenarios
Create and save unlimited scenarios. Compare different contribution strategies side-by-side.
Baseline Preservation
Your original data is always preserved. Reset to baseline anytime with one click.
Cost Delta Tracking
See exactly how each change impacts employer and employee costs with clear delta indicators.
Scenario Comparison
Generate AI-powered scenario insights that compare multiple strategies objectively.
Export Scenarios
Include scenario comparisons in your proposals to give clients options to consider.
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.
How What-If Mode Works
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Enable What-If Mode
Click the What-If toggle in the toolbar. Your current values are saved as the baseline.
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Make Changes
Adjust contribution percentages, enrollment counts, or rates. See cost deltas update instantly.
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Compare & Decide
Review the impact, save as a named scenario, or reset to baseline. Export comparisons for client review.
What-If mode enabled indicator shows in the toolbar so you always know when you're modeling.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime