Overview
Turns client benefit elections and plan details into a branded, client-ready benefits guide in minutes, cutting the manual work of building open enrollment materials by hand.
Key Features
Create compliant benefit guides
Pull plan information from existing documents and systems to generate a branded benefit guide in minutes
Eliminate manual data entry and formatting
Use AI to pull information directly out of SBCs and plan documents
Branded to your PEO
Customize fonts, colors, and images to match your brand
Workflow Steps
- Upload client elections and plan details
- Generate plan grid
- Customize branding
- Generate client-specific benefits guide in minutes