Pick or create the client in the bar up top. Everything you do lands in that file and saves itself.
Fill in the Intake sheet — group facts, current plan, contribution. Or drop a filled INT-04 in the box at the top of that same section and it fills itself. Ages only, never a name or a date of birth.
Drop the rest in Supporting documents — the census, 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.
▼1Client fileopen a saved client, or start a new one
▼2Intake sheetcomplete intake fields, or drop the filled INT-04
Two ways in, and they fill the same boxes. Drop the filled INT-04 here and it fills what is below, or type it in below yourself.
Intake sheetrequired for a complete five-year strategy○
Drag the filled INT-04 (.docx) here, or click
Nothing here is required. Fill in what you have.
1Referral
2Benefits today
3Current broker
4Company
5Location
6Employees
Type these by hand
Everyone full-time is eligible, so eligible is the full-time count. It is not asked twice.
7Current plan
Contribution
8Other products they have
9General notes
Ages only. Never a name, never a date of birth.
▼3Supporting documentsdrop their documents, build the table
Drop each document in its own box. Read on this computer and let go — never uploaded, never stored. Dropped one in the wrong box? Drag the chip into the right box.
Employee censusrequired for a complete five-year strategy○
Drag the census spreadsheet here, or click
Held on this computer only — the spreadsheet is read here and never uploaded. Only the counts and the dependent ages are kept. Names, dates of birth, gender and medical tier are used to work them out and then thrown away. Every box below stays yours to type over.
Carrier quotesrequired for a complete five-year strategy○
Drag quote PDFs here, or click
Current plan — SBCrequired for a complete five-year strategy○
Drag the SBC here, or click
Read on this computer and let go — never uploaded, never stored. Nothing is filled in for you. What the SBC says about the current plan is offered below and only a click puts it in a box.
Current plan — invoicerequired for a complete five-year strategy○
Drag the invoice here, or click
Held on this computer only — the invoice is read here and never uploaded. Only the monthly premium is kept. Member names, member numbers, dates of birth and coverage tiers are never read out of it. The premium box stays yours to type over.
Something still has to be on the page to read. A missing number, or no current plan on the file, is a different thing — not this switch.
Read on this computer and let go. Never uploaded, never stored.
▼6Their goalstheir words, their order
Fill this last. Sections 1, 2 and 3 first — client file, intake sheet, supporting documents. Goals come after all three.
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.