One workspace for your entire book of business.
Manage every employer, track every renewal, and build OE Guides and plan documents from a single guided dashboard — with AI doing the data entry.
Your Employers
6
Total employers
11
Docs built this month
2
Renewals coming up
Arbuckle Wireline
44 employees · Oil & Gas
4 docs
RFX Solutions
12 employees · Technology
2 docs
Blair Remy Architects
8 employees · Architecture
3 docs
BrightStar Care OK
61 employees · Healthcare
5 docs
Everything you need to run document season.
Your Book of Business, Organized
Every employer gets a dedicated workspace. See total employers, docs built this month, and renewals coming up at a glance — your entire client base in one dashboard.
Renewal Tracking Built In
Each workspace shows last document built, effective date, and next renewal. Status badges flag what’s up to date, what needs updating, and what’s renewing soon.
AI Document Extraction
Upload the SBC, benefit summaries, or carrier rate sheets and our AI fills every field — medical, dental, vision, life, disability. Extracted values are highlighted for you to review and confirm.
Guided, Section-by-Section Flow
A clear left-rail walks you through branding, plan & coverage, welcome page, each benefit line, contacts, and next steps — with auto-save and live progress.
Data Reused Across Documents
Build an OE Guide and a Plan Documents package together. Carrier names, group numbers, plan year, and broker info carry over automatically — no double entry.
Versioned Document History
Every workspace keeps a full history by effective date — current and prior-year documents, ready to download or update with one click at renewal.
See the platform in action.
Create your account and build your first document in minutes.