Templates
•8 min read
Free Benefit Comparison Template for Excel (2025 Guide)
Download our free benefit comparison template for Excel. Compare health insurance plans side-by-side with our broker-approved spreadsheet.
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Benefits Broker Insights
Expert guides, templates, and automation strategies to help you work smarter
Automation
•12 min read
How to Automate Benefit Proposals and Save 90% of Your Time
Learn the exact process benefits brokers use to automate proposal creation, from PDF parsing to final client delivery.
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Comparisons
•10 min read
Benefit Comparison Software vs Excel: Which is Better for Brokers?
Compare manual Excel spreadsheets with automated benefit comparison software. ROI analysis, pros, cons, and recommendations.
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Technology
•15 min read
How AI Parses PDF Benefit Documents: A Technical Guide
Understand how modern tools extract data from carrier PDFs automatically. Behind-the-scenes look at Google DocAI and ML models.
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