Pick or create the client in the bar up top. Everything you do lands in that file and saves itself.
Fill in Group Intake Notes — group facts, current plan, contribution. Or drop a filled INT-04 in the Intake box and it fills itself. Ages only, never a name or a date of birth.
Drop the documents in their boxes — carrier quotes, the SBC, the invoice. Each box shows a check when its file is in. PDFs are read on this computer and let go, never uploaded, never stored.
Build the table. Current plan first, the quotes beside it.
Check it. Anything the machine could not read with confidence is flagged, never guessed. Click a flag to jump to that cell.
Correct anything wrong. Click a cell and type the right number. What the carrier said is kept underneath yours.
Tick your finalists and name each path.
Write their goals in their words, and your read at the bottom.
Print. Out comes the branded five-year roadmap. Close the tab whenever, it is all still here tomorrow.
Two rules this page keeps. It never guesses a number — it flags it and waits for you.
And it never writes a word of a client's own words, or yours.
▼STEP 1 ·Set up— enter their details, drop their documents
Client file
Group Intake Notes
Nothing here is required. Fill in what you have.
1Referral
2Benefits today
3Current broker
4Company
5Location
6Employees
Everyone full-time is eligible, so eligible is the full-time count. It is not asked twice.
7Current plan
Contribution
8Other products they have
10General notes
Ages only. Never a name, never a date of birth.
Your documents
Drop each document in its own box. Read on this computer and let go — never uploaded, never stored.
Carrier quotesrequired○
Drag quote PDFs here, or click
Current plan — SBCrequired○
Drag the SBC here, or click
Current plan — invoicerequired○
Drag the invoice here, or click
Intake sheetoptional — auto-fills the form○
Drag the filled INT-04 (.docx) here, or click
Read on this computer and let go. Never uploaded, never stored.
▼4Their goalstheir words, their order
Their exact words, not yours. Top three need a real quote from discovery. No quote
prints as no quote — never as an invented one.
⚠ Recommendation still has blanks like {carrier} — fill them before sending.