Select plans and add employees,
then click Generate Comparison.
Health Insurance Summary Comparison
Enter the password to access rate comparisons.
Select plans and add employees,
then click Generate Comparison.
Select an employee, then click Generate One-Pager.
Plans and census come from the Summary Comparison tab.
Select medical plans in the sidebar —
the booklet builds itself from them.
Drag & drop your rate file here
orPDF or Excel (.xlsx, .xls)
Saving updates the rates for this quarter, replacing any existing plans for the same quarter. This cannot be undone.
Upload a CareFirst renewal PDF to fill the comparison — a carrier SBC works too and builds a benefits-only page.
Drag & drop your PDF here
orPDF only
PDF will populate drop downs
This PDF has no text layer. It looks like a scan of a printed copy, so it can only be read by an AI scan of each page — which costs money on your Anthropic account.
An AI scan recovers plans and members, but not the per-product coverage tiers — check the census before quoting.
Upload a census spreadsheet, a CareFirst census grid, or an exported census PDF to populate the employee list.
Drag & drop your census here
orExcel (.xlsx / .xlsm), a CareFirst census grid, or an exported census PDF
Populates the employee census. Plans and effective date stay editable.
Build your own medical plans with the same benefit boxes as the comparison table. Saved plans appear in the plan dropdowns under "Custom Plans" and rate like any carrier plan.
Load a saved group below, or save the one on screen with "Save Group" in the top bar (shown after you generate). A group's benefit booklet is saved and loaded with it. Saving the same client again updates its snapshot — an Alternatives comparison is saved separately from the group's Current vs Renewal one.
Tip: the Employee One-Pagers tab builds an individual cost sheet for each employee — handy for open-enrollment packets.