Clients can use their existing spreadsheets to populate the smart online census, saving time and frustration.
Print Reports to PDF & Excel
Does your client need a copy of the reports for offline viewing? Printing and sharing PDFs is now a breeze!
Flexible Benefit Contribution Tool
Allow clients to see benefit cost savings in one of three ways: by comparing full premium, percentage or flat dollar amounts.
Document Instructions & Samples
Provide your clients with helpful instructions and samples that will guide them in retrieving the required underwriting documentation.
Fully Customizable Online Reports
Add custom components you need and remove those that you don’t. The dynamic and flexible reporting tool can be tailored to the needs of each individual client.
Real-Time Updates
Presenting to a client and need to adjust plan comparisons on the fly? Make changes in the background with a few clicks and confidently show the updated data.