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Employer Roadmap Builder

SYS-02 · builds the 3-5 Year Benefits Roadmap · Proposal (CFD-05)

How this works

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 bill and census. 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.

▼1Set uptheir numbers and their quotes

Client file

Their bill and census

Current premium / month

Current plan — subscribers

Current plan — dependents

Dependent ages on the quotes

Employer pays — employee %

Employer pays — dependent %

Renewal offer % (if quoted)

Ages only. Never a name, never a date of birth.

Carrier quotes

Drop carrier PDFs here

Proposal / quote · benefit summaries · the current plan’s SBC — or click to choose

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.

▼Not built yetwhat is missing from CFD-05, by name

Huhn Insurance

Employer Roadmap Builder

Client file

Their bill and census

Carrier quotes