Quote & Invoice Analysis
Stop manual data entry. Upload carrier quotes or invoices and let AI extract rates, plan details, and enrollment data in seconds.
Why Quote & Invoice Analysis?
Auto-Detect Format
AI automatically identifies document type - whether it's a renewal quote, new business proposal, or monthly invoice.
Rate Extraction
Pull premium rates by tier (Employee, EE+Spouse, EE+Child, Family) with high accuracy from any carrier format.
Plan Detail Parsing
Extract deductibles, copays, coinsurance, and out-of-pocket maximums directly into your comparison.
Enrollment Import
When invoices include enrollment counts, automatically populate your enrollment data.
Multi-Carrier Support
Works with quotes and invoices from all major carriers - Aetna, BCBS, Cigna, UHC, and more.
Validation & Review
AI flags uncertain values for human review, ensuring accuracy before finalizing.
Supported Document Types
Annual renewal proposals from carriers
Billing statements with current rates
Competitive quotes from multiple carriers
Standalone rate tables and schedules
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime