- Pick the client, or create one. Everything you do lands in that file and saves itself.
- Type the six numbers the carrier documents can't tell us — off their current plan.
Ages only, never a name, never a date of birth.
- Drop their carrier quotes on. Any number, any order. Wrong file? Click its ×.
The PDFs are read on this computer and let go — they are never uploaded, never stored.
- The table builds itself. Current plan first, quotes beside it.
- Check it. Anything the machine couldn't read with confidence is flagged, never guessed.
Click any flag to jump to the cell.
- Correct anything that's wrong. Click a cell the machine read and type the right number.
The carrier's version is kept and shown underneath yours.
- Tick your finalists and name each one's path.
- Write their goals in their words, and your read at the bottom.
- Print. Out comes the branded roadmap. Close the tab whenever — it's 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.