Step 1: Type
Choose the benefit type to tailor the workflow and validations.

Model ER/EE costs instantly with real-time calculations across multiple contribution structures.

Support for flat dollar, percentage, tiered, composite, and custom contribution models.
See costs update instantly as you adjust contribution amounts and structures.
Compare multiple contribution approaches side-by-side to find the best fit for your client.
Built-in affordability checks ensure plans meet ACA requirements.
View employee and employer costs broken down by coverage tier.
All contribution models export cleanly to your branded proposals.
Mirror the 5-step wizard from intake to proposal.
Choose the benefit type to tailor the workflow and validations.

Import carrier files or census data to pre-fill plan details.

Map enrollments and rates, or copy from current plans.

Set employer and employee contributions and preview impact.

Generate the proposal and jump into presentation mode.


Jump between cases, uploads, and exports without breaking focus.

Stay in flow with command palette, export, and navigation shortcuts.

Send dashboards, PDFs, or spreadsheets straight from the toolbar.

Inline help center keeps guidance one click away.
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.

Responsive layouts keep executive summaries, quick actions, and exports usable on the go.

Fixed employer contribution per tier
Employer pays X% of premium
Different rates per coverage level
Blended single rate for all tiers
Contributions vary by employee age
Define your own contribution logic
See exactly how contribution changes impact each employee's payroll deductions.

Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime