From census to signed-off proposal.
- 01
Census in
Upload the spreadsheet you already have. Smart detection finds the right sheet, headers, and rows — and guides you through anything it can't resolve on its own.
- 02
Rates in minutes
Multi-carrier small-group comparisons built from public rate filings and carrier data, plus individual and ICHRA quoting in the same workspace.
- 03
Shortlist and propose
Narrow to the plans worth presenting, then generate a polished, professional proposal in your own brand.
- 04
Share and track
Send the proposal directly to your employer client, see when it's opened, and follow up at the right moment.
Comparison rates are built from public filings and carrier data. They're illustrative until final carrier rates are confirmed — and we say so right on the proposal.
For your employer clients
A clean workspace where employers see their plans, people, and documents — delivered under your brand, so the relationship stays yours.
For their employees
Plain-English benefit summaries employees can actually understand, so HR stops being the help desk and you stop re-explaining the deductible.
Ready to see it on your own book?
Bring a census to a 15-minute walkthrough and leave with a real comparison.