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 to fill this section. Pick either one.1 Drop the filled INT-04 below. It fills every box for you.2 Type it in yourself. Use the boxes underneath and skip the file.
Intake sheet○
Drag the filled INT-04 (.docx) here, or click
Nothing here is required. Fill in what you have.
AReferral
BBenefits today
CCurrent broker
DCompany
ELocation
FEmployees
Type these by hand
Everyone full-time is eligible, so eligible is the full-time count. It is not asked twice.
GCurrent plan
Contribution
HOther products they have
IGeneral 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. Wrong box? Drag the chip across.
Employee censusrequired for a complete five-year strategy○
Drag the census spreadsheet here, or click
Read on this computer, never uploaded. Only the counts and the dependent ages are kept. Names, dates of birth, gender and tier are used to work those out, then thrown away.
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
Nothing is filled in for you. What the SBC says is offered below — a click puts it in a box.
Current plan — invoicerequired for a complete five-year strategy○
Drag the invoice here, or click
Read on this computer, never uploaded. Only the monthly premium is kept. Member names, member numbers, dates of birth and tiers are never read out of it.
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.