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What you'll get inside

Practice dashboard

Practice dashboard

Renewal pipeline, client library, claims experience, and benchmarks in one surface.

Renewal pipeline

Renewal pipeline

Every renewal in flight, urgency-sorted — proposed, fair, and negotiated increases side by side.

Fair Renewal one-pager

Fair Renewal one-pager

The carrier-facing summary: incurred claims, net premium, and the fair renewal position, stated line by line.

Claims experience report

Claims experience report

A branded, interactive report that weighs multiple years — loss ratios, claim drivers, and cost-containment findings.

Employee benefits chatbot

Employee benefits chatbot

Booklet-grounded Q&A for plan members, white-labelled to the employer.

Critical illness enrolment

Critical illness enrolment

Plan members buy supplemental CI coverage in minutes, with carrier-bound rates.