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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Presentation Mode
Present benefit proposals in a clean, full-screen view optimized for client meetings. No distractions, just data that sells.
As seen in product Launch interactive demo
Why Presentation Mode?
Full-Screen View
Hide the interface and show only your proposal data in a clean, distraction-free presentation.
Client-Ready Display
Professional appearance that makes your proposals look polished during live client meetings.
One-Click Toggle
Switch between editing and presentation mode instantly with a single button click.
Screen Share Optimized
Perfect for Zoom, Teams, or in-person presentations—shows only what clients need to see.
Interactive Navigation
Navigate between plan comparisons, executive summaries, and cost breakdowns while presenting.
Keyboard Shortcuts
Use keyboard shortcuts to navigate smoothly without fumbling with your mouse during presentations.
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.
Perfect for Every Meeting Type
Video Calls
Zoom, Teams, Meet
In-Person
Conference rooms
Screen Share
Clean, focused view
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime