Feature

Plan Comparison

Generate side-by-side comparisons across unlimited carriers and plan types with normalized, client-ready output.

Plan Comparison feature demonstration

Why Plan Comparison?

Unlimited Carriers

Compare any number of carriers and plans in a single view without limitations.

Normalized Data

Standardized fields ensure apples-to-apples comparisons across different carrier formats.

All Benefit Types

Medical, dental, vision, life, disability, and more—all in one comparison.

Client-Facing Output

Clean, professional comparisons ready for client presentations.

Renewal vs. Alternative

Easily compare current plans against new options for renewal season.

Highlight Differences

Automatically surface key differences between plans to guide decisions.

Benefit Types Supported

🏥Medical
🦷Dental
👁️Vision
❤️Life
🛡️Disability
💊Rx/Pharmacy
🏦HSA/FSA
📋Voluntary

Related Features

AI Document Parsing

Extract plan data automatically

Contribution Modeling

Add cost analysis to comparisons

Proposal Builder

Turn comparisons into proposals

Ready to Try This Feature?

Start your free proposal today and see the difference.

Get Free Beta Access

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