The Compare Benefits Plans feature creates a side-by-side analysis powered by dynamic, Excel-first models built for real-world complexity, from multi-plan comparisons to self-funded scenarios.
How it works:
Select your output type Choose Compare Benefits Plans for internal analysis or Create Benefits Proposal for client-facing deliverables.
Upload your documents Add the relevant benefits documents or select existing files from My Uploads.
Choose plans and submit Select the plan options you’d like to analyze, then generate your comparison or proposal.
Once submitted, the comparison will appear in the Task table in Analyzing status. In just a few minutes, you will receive an email notification confirming it's ready to view. You will also see it in Generated status in the Task table.
Use the AI Assistant to the left of your screen to further refine your outputs or ask questions to better understand specific cases or client scenarios.