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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Proposal Builder
Create branded, client-ready benefit proposals with interactive components and multiple export formats.
As seen in product Launch interactive demo
Why Proposal Builder?
Agency Branding
Add your logo, colors, and contact information to every proposal you create.
Interactive Components
15+ financial widgets including contribution calculators and plan comparisons.
Multiple Export Formats
Export as interactive HTML, static PDF, or shareable web links.
Client-Ready Output
Professional presentations ready for enrollment meetings and client reviews.
Template Library
Start from proven templates or create your own custom layouts.
Version Control
Track changes and maintain proposal history for compliance.
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.
Export Formats
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Interactive HTML
Shareable links with interactive calculators and filters
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Static PDF
Print-ready documents for meetings and records
📊
Excel Export
Spreadsheet format for detailed analysis
Live Dashboard Preview
See your proposal come together in real-time with the interactive dashboard view.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime