Group Benefits, With the Math Checked.
Plan changes, quote comparisons, census checks and a full risk review.
One Wrong Number Costs You the Re-Quote.
Telling every employee what changed. Comparing quotes built to be hard to compare. Cleaning a census before it goes to market. Slow, yearly, and one bad row gets the whole thing re-rated.
Built for Benefits Desks
Benefits Change Communication.
Renewal, carrier switch, redesign, open enrolment. It drafts the employee announcement, the FAQ and the email sequence. Every date and dollar figure checked against the source.
Group Plan Comparison.
Upload two or more carrier quotes and get a side‑by‑side that goes past premium. Out-of-pocket exposure, deductibles, and per-benefit maximums where the market uses them. Every figure calculated, not generated.
Census Validation.
Upload the employee census and get back exactly which rows and fields are broken. Missing data, impossible dates, bad coverage tiers, duplicates. Catch them before the carrier does.
Benefits Risk Review.
The full sixty-seven question review of how a plan is administered: policies and procedures, financial and risk management, retirement, administration and reporting. Where an exposure can be costed, it shows the mechanism, the inputs and a range. Every comment is yours to edit before it goes out.
Ten Questions They Can Answer From Memory.
They get an immediate read, colour-coded by urgency: red, orange, yellow, blue. No score, no grade. Counts by colour, because a number lets someone feel fine about a seventy-eight when one item is red.
Send the scan
A branded scan. Ten questions on how their plan is administered.
They answer ten questions
About three minutes, answerable from memory, no documents to dig out.
You get the lead
Their answers ranked by severity, and a reason to call the same day.
The ten questions come from the sixty-four rated questions in the full Benefits Risk Review. A clean ten is good news, not a clean bill of health, and the scan says so.
Checked Against the Source, Not Generated.
It reads, it drafts, it does not invent a number. Every figure traces to a source document or is calculated in code. What cannot be determined is flagged.
The code does the math
Every number in a comparison is calculated deterministically, never generated.
Nothing is fabricated
Figures trace back to the quote or the census. What cannot be grounded is flagged.
Both markets
Canada and the US, with the right rules applied for the market you are working in.
Benefits stays separate
A focused workspace for benefits work, kept distinct from your other lines.
Send One Scan Before Renewal Season.
Pick a client whose plan you have never fully reviewed.