Group Benefits Quote Comparison demo

Every carrier proposal and certificate set side by side, with the differences that matter called out. 1:13

What the demo shows

A proposal solution for benefits brokers that sets quotes and certificates side by side.

Six agents read every proposal and every certificate, line them up as columns of one plan grid scored on the employer's must-haves, and flag certificate wording narrower than the proposal says; the consultant decides and signs the committee summary.

Transcript

  1. Group Benefits Quote Comparison sets carrier proposals and certificates side by side for benefits brokers.
  2. Rates line up easily.
  3. Definitions hide in 60-page certificates, where claims are decided.
  4. Prairie Hearth Foods. Five carriers.
  5. Eight must-haves. On the summaries, Tamsyn ranks first and cheapest.
  6. Nadia switches on the certificate wording, and the agents read every page.
  7. The cheapest column gets a flag.
  8. Tampson stops benefits at 60% of earnings, not 80.
  9. Both passages side-by-side and what it means at claim time.
  10. Bellhaven now ranks first.
  11. Every must-have met, 113,000 below the renewal.
  12. Plan definitions compared, not just rates, with every difference called out.
  13. Built on Botminds: agents, data, screens, and governance on one platform.

Transcribed from the film’s narration. Captions are on the player.