Benefit Proposal Template Software for Brokers
Build professional proposals fast. Upload carrier PDFs and Excel files, generate side-by-side comparisons, model contributions, and export branded deliverables.
Ready-Made Templates
Start from polished templates and customize once with your brand.
Automated Parsing
AI ingests carrier PDFs/Excel to populate plan details automatically.
Branded Exports
Export client-ready PDFs with your agency logo and colors.