Outmarket AI’s New Employee Benefits Module is Here

Benefits brokers know the drill. You spend hours buried in raw carrier documents, cross referencing spreadsheets, hand-formatting census files, and dealing with mind-numbing VLOOKUPs. It’s tedious, it’s manual, and frankly, it takes you away from what you do best: advising your clients.

Those days are officially over. We’re thrilled to announce the launch of our brand-new Employee Benefits module. We've purpose-built an entire suite of AI-native workflows designed to take your raw carrier documents, census files, and bills and instantly turn them into structured, ready-to-use outputs.

While other tools out there might just focus on a single workflow like quoting, we wanted to build something that actually addresses the full array of manual processes that bog you down every day. As our CEO, Vishal Sankhla, puts it: "Our platform is not a single boxed-in workflow but a broader toolset spanning commercial, personal lines, and benefits, built to remove the most manual and tedious tasks."

Here is a quick look at what the module can do:

• Plan Comparisons on Autopilot: Upload PDFs, Word docs, or Excel files from any carrier. Our AI extracts all the plan details—from medical and dental to Rx tiers—and builds a clean, side-by-side comparison table. You can even use our built-in chat to ask questions and draft summary emails to your clients.

• VLOOKUP-Free Census Formatting: Toss us a blank carrier template and your raw census file, and we’ll auto-fill it perfectly without any manual reformatting. You can also instantly compare two different census files side-by-side to spot enrollment changes and demographic shifts in seconds.

• Stress-Free Billing Reconciliation: Upload carrier bills alongside enrollment data, and we’ll automatically flag discrepancies like premium mismatches, tier mismatches, or missing members.

• Cost & Contribution Analysis: Feed up to 10 carrier plans and a census into the system to easily generate cost comparisons and run affordability calculations.

• Instant Document Creation: Auto-generate Broker of Record (BOR) letters for every carrier, and seamlessly build Open Enrollment guides for your clients' employees.

The best part? You can trust the results. Every extracted data point is color-coded and clickable, linking directly back to the exact spot in the original document for easy, independent verification.

When you’re done, you can export your work to a branded Excel sheet, PDF, or right into your Agency Management System (AMS).

Ready to turn hours of manual admin work into minutes? Dive into the future of benefits administration and learn more here.