Plans come in, you hit the market, quotes arrive, you compare and elect. Then those elected plans become next year's starting point and the cycle repeats.
Every employer profile holds the plans that are in force today, along with their effective and renewal dates. This is your baseline.
When renewal time hits, you send an RFP to carriers. It's tied directly to the employer and pulls from their current plan data.
Carriers upload quotes directly. AI reads the documents, pulls out the key data, and organizes everything so you can compare side by side.
As quotes arrive and you tweak census or contributions, the presentation and comparison spreadsheets update automatically.
Pick the winning plans, elect them, and mark them in force. They become the new current plans for next year—and the cycle starts again.