Create Benefits Proposal generates a concise, client-ready presentation built on dynamic, Excel-first models designed to handle the real-world complexity of Employee Benefits coverage.
The proposal surfaces the most pertinent information for your client — formatted consistently with your agency's branding and ready to present.
How it works:
Choose Create Benefits Proposal for a client-facing deliverable.
Upload the relevant benefits documents or select existing files from My Uploads.
Select the plan options you'd like to include, then generate your proposal.
Once submitted, the proposal will appear in the Task table in Analyzing status. You'll receive an email notification in just a few minutes when it's ready to view, and the status will update to Generated in the Task table.
Use the AI Assistant to further refine your output or ask questions about specific coverage details or client scenarios.