Open Enrollment Guides. Wrap SPDs. Section 125 POPs. COBRA Notices. Every document your employer clients need — configured by you, assembled by us, ready to deliver.
AI EXTRACTED — REVIEW EACH FIELD
Medical Plan — Blue Advantage Gold PPO
Carrier
BCBS Oklahoma
Ind. Deductible
$1,600
Ind. OOP Max
$4,500
PCP Copay
$35
Preventive Care
Covered 100%
AI extracted values shown in teal — review each field before continuing.
15 min
Average build time
7
Document types
2
Law firms reviewed
$5
Per document
Templates reviewed by two independent ERISA law firms
Built by a broker with 22+ years of benefits experience
Cancel anytime by the 15th — no questions asked
Every renewal season, brokers are doing the same thing — manually assembling benefit guides, copying carrier information, and hoping the compliance language is right.
3–6 hours per employer building OE Guides in Word, PowerPoint, or from scratch
Wrap SPDs and Section 125 POPs sent to a TPA for $150–$400 each — and you wait weeks
COBRA notices, Medicare Secondary Payer, required ERISA disclosures — who’s tracking all of this?
DOL audit risk from missing or outdated plan documents that no one noticed
No templates to hunt down. No formatting nightmares. No compliance guesswork. Just a clean, guided flow that produces documents your clients will actually read.
STEP 1
Enter the company name, industry, and employee count. We set up their workspace and pre-fill what we can from your broker profile.
~2 minutes
STEP 2
Toggle on each benefit line — medical, dental, vision, HSA, life, disability. Choose an OE Guide, Plan Documents, or both.
~3 minutes
STEP 3
Upload the SBC, benefit summaries, and carrier rate sheets. Our AI reads every document and fills every field. You review and confirm.
~7 minutes
STEP 4
Hit Generate. A branded, print-ready 8.5×11 PDF is ready in seconds — with your logo, their colors, and every required section in place.
~3 minutes
Employee-facing benefits booklets with every plan, rate, and contact — branded with your logo and theirs. Print-ready PDF, 8.5×11.
A compliant Summary Plan Description wrapping all covered benefit lines, including all required ERISA §102 content.
The written plan document required before employees can make pre-tax premium contributions. Covers elections and mid-year change events.
Upload any carrier document — our AI reads it and fills every field automatically, across all benefit lines. You review and confirm.
All required ERISA and ACA notices compiled and ready for distribution — HIPAA, WHCRA, Newborns’ Act, CHIP, No Surprises Act, Part D, and more.
Every employer gets their own workspace with full document history, version tracking by effective date, and one-click renewal updates.
Choose the tier that fits your book of business. All plans include every document type — OE Guides, Wrap SPDs, Section 125 POPs, and required notices.
Pricing is loading — get started to see current plans.
All plans are month-to-month. Cancel by the 15th of any month — no questions asked, no penalty. Annual plans save you two months.
Benefit Docs Co. is a document configuration service, not a law firm. Our templates have been reviewed by two independent ERISA law firms and are designed to meet standard ERISA requirements for fully insured group health plans. Employers with complex situations should engage qualified ERISA counsel — we can refer you to trusted firms.
Every plan includes Open Enrollment Guides, ERISA Wrap SPDs, Section 125 Premium Only Plan documents, COBRA General Notices, and the full required notices package (HIPAA Special Enrollment, WHCRA, Newborns’ Act, CHIP/Medicaid, No Surprises Act, Part D Creditable Coverage, and more).
You upload carrier documents and our AI reads them — filling in the relevant fields automatically. For medical that’s the SBC; for dental, vision, life, and disability it’s the carrier benefit summary; for age-rated medical it extracts the full age-banded rate table. You review every extracted value before the document is generated. Our rule: AI suggests, you confirm.
Cancel by the 15th of any month and your subscription ends at the close of that billing period — no charge for the following month, no cancellation fee. Your employer workspaces and document history remain accessible for 30 days after cancellation.
The ERISA documents (Wrap SPD, Section 125 POP, required notices) are federally governed and work for employers in any state. The OE Guide content is carrier-agnostic. State-specific provisions are handled within the relevant modules. We launched in Oklahoma and are expanding nationally.
Start building professional, attorney-reviewed benefits documents today. Simple monthly pricing — no setup fees, no contracts.