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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Client Portal
Deliver professional, branded presentations with interactive comparisons and secure document sharing.
As seen in product Launch interactive demo
Why Client Portal?
Branded Client Experience
White-label portals with your logo, colors, and domain for a seamless client experience.
Interactive Comparisons
Clients can explore plan options, toggle scenarios, and see real-time cost impacts.
Secure Document Sharing
Share proposals, SBCs, and census data through encrypted, access-controlled links.
Client Feedback Capture
Collect client preferences and questions directly within the presentation interface.
Mobile-Optimized Views
Presentations look great on any device—perfect for busy HR directors on the go.
Presentation Analytics
See which plans clients viewed most, time spent per section, and engagement metrics.
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.
Presentation Features
For You (The Broker)
- ●One-click proposal generation
- ●Custom branding per client
- ●Version control and history
- ●Engagement tracking dashboard
For Your Clients
- ●Easy-to-understand comparisons
- ●Interactive "what-if" scenarios
- ●Mobile-friendly access
- ●Direct feedback submission
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime