Every plan, analyzed and compared.

AI-powered plan comparison, real-cost modeling, contribution analysis, billing reconciliation and benefits-specific BOR generation, built for the way benefits brokers actually shop and sell.

Bill reconciliation.

Compare census data across periods, surface enrollment shifts and demographic changes, and catch billing errors automatically. Stop overpaying carriers for employees who left months ago.

Bill reconciliation.

Compare census data across periods, surface enrollment shifts and demographic changes, and catch billing errors automatically. Stop overpaying carriers for employees who left months ago.

Contribution analysis.

Test employer and employee contribution-split scenarios across plans before the open-enrollment meeting. See the dollar-by-dollar impact on both sides, and walk in with the strategy already chosen.

Contribution analysis.

Test employer and employee contribution-split scenarios across plans before the open-enrollment meeting. See the dollar-by-dollar impact on both sides, and walk in with the strategy already chosen.

Real-cost analysis.

Combine carrier rates with your client's actual employee census to surface the true annual cost per plan, not just the rate sheet, but what the client will really pay.

Real-cost analysis.

Combine carrier rates with your client's actual employee census to surface the true annual cost per plan, not just the rate sheet, but what the client will really pay.

Side-by-side plan comparison.

Compare medical (HMO, PPO, HDHP), dental, vision, life, disability, and retirement plans across multiple carriers, every premium, copay, deductible, network tier, and out-of-pocket max in one view.

Side-by-side plan comparison.

Compare medical (HMO, PPO, HDHP), dental, vision, life, disability, and retirement plans across multiple carriers, every premium, copay, deductible, network tier, and out-of-pocket max in one view.

Common questions

What about BOR letters for benefits?

Drop in benefit plan documents, we extract every carrier and group plan, then generate clean BOR letters per carrier, ready to send.

What plan types does it compare?

Any plan medical, dental, vision or ancilliary coverages

What’s the difference between Plan Comparison and Cost Analysis?

Plan Comparison shows what’s in each plan side-by-side. Cost Analysis combines those rates with your client’s actual employee census to show real annual costs.

Can it model contribution strategies?

Yes. See the cost impact on both employer and employee under different contribution splits, before the open-enrollment meeting, not after.

Common questions

What about BOR letters for benefits?

Drop in benefit plan documents, we extract every carrier and group plan, then generate clean BOR letters per carrier, ready to send.

What plan types does it compare?

Any plan medical, dental, vision or ancilliary coverages

What’s the difference between Plan Comparison and Cost Analysis?

Plan Comparison shows what’s in each plan side-by-side. Cost Analysis combines those rates with your client’s actual employee census to show real annual costs.

Can it model contribution strategies?

Yes. See the cost impact on both employer and employee under different contribution splits, before the open-enrollment meeting, not after.

Common questions

What about BOR letters for benefits?

Drop in benefit plan documents, we extract every carrier and group plan, then generate clean BOR letters per carrier, ready to send.

What plan types does it compare?

Any plan medical, dental, vision or ancilliary coverages

What’s the difference between Plan Comparison and Cost Analysis?

Plan Comparison shows what’s in each plan side-by-side. Cost Analysis combines those rates with your client’s actual employee census to show real annual costs.

Can it model contribution strategies?

Yes. See the cost impact on both employer and employee under different contribution splits, before the open-enrollment meeting, not after.

Ready to Transform

Your Agency?

Ready to Transform

Your Agency?

Ready to Transform

Your Agency?