SYS-02 · builds the 3-5 Year Benefits Roadmap · Proposal (CFD-05)
1 · Client
Client file
Saves itself as you work. Close the tab whenever you like.
From their bill and census
Ages only. Never a name, never a date of birth.
Renewal offer: their carrier's real number beats our 10% assumption. Blank and the projection says so.
2 · Carrier quotes
Read on this computer and let go. The PDFs are never uploaded, never stored.
Drop carrier PDFs here
Proposal / quote · benefit summaries · the current plan’s SBC — or click to choose
3 · Their goals
Their words, in their order. Nothing here is ever rewritten by a machine.
Their exact words, not yours. Top three need a real quote from discovery. No quote
prints as no quote — never as an invented one.
Not built yet
This tool builds the medical side-by-side today. The rest of CFD-05 is not here yet.Three paths · Five-year projection · Recommendation · The roadmap ·
KPI scoreboard · FAQ · Next steps · Compliance notice · the .docx
Listed rather than half-built, so nothing on this page pretends to be finished.