Plan Library
Build a reusable library of benefit plans. Cloud-synced, organized by smart collections, and accessible from anywhere.
Coming Soon
This feature is currently in development
Why Plan Library?
Cloud Sync
Your plan library syncs across devices. Access your saved plans from anywhere, anytime.
Smart Collections
Automatically organize plans by type (Medical, Dental, Vision), carrier, or date added.
Quick Filtering
Find the right plan instantly with filters for carrier, benefit type, and time period.
Templates
Save frequently used plans as templates for quick reuse across multiple clients.
Favorites
Star your most-used plans for quick access from the favorites collection.
Bulk Actions
Select multiple plans to export, delete, or apply to proposals in bulk.
Smart Collection Filters
By Type
By Carrier
By Date
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime