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Normalized comparisons in Excel · Policy audits in under two minutes
Stop Spreadsheeting carrier proposals.
Built for proposals that don't look alike
Someone has to read them, interpret the plan terminology, and rebuild it all into a side-by-side comparison by hand. That takes time. It's prone to errors.
And it takes someone who can actually read and interpret benefit plan documents, which is exactly the person you can least afford to have doing data entry.
SmartSheetingAI™ does that work instead, the same way every time.
How it Works
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Upload
Drop in one proposal or five at once, from as many different carriers as you're comparing.
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Extract
The AI reads the documents and normalizes the data, so plans from different carriers line up.
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Check
Hover over any value to see exactly where it came from in the carrier document.
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Export
Get a customized Excel output you can paste straight into your client presentation.
What comes back
A normalized side-by-side in Excel, in your template, ready to paste into your client presentation.
Your template, not ours
Set up your own templates in minutes, with no help from us. Rename attributes, hide rows, reorder them, or merge attributes onto one row so the export matches your client presentation.
Five at a time
Upload one proposal or five at the same time, any supported product. The AI runs them in the background together, and you approve before anything exports.
What it reads
Medical
Dental
Vision
Basic and voluntary life
Basic and voluntary AD&D
Dependent life and AD&D
Short and long term disability
Accident
Critical illness
Hospital indemnity
The certificate doesn't always match what they sold you
A carrier sends a proposal. You move forward. They bind it and send back a certificate, and the two don't always line up. Checking by hand takes 20 to 30 minutes per plan, and when it doesn't get done, the brokerage is carrying real liability.
SmartSheetingAI™ runs a plan and policy audit that finds every difference between them.
Upload both documents
The proposal the carrier quoted and the certificate they bound, or any two plan documents you need checked against each other.
Get every variance back
In under two minutes. Each one links to the exact spot in the document, so you can see it for yourself.
Mark what's fine, report the rest
Anything you leave flagged becomes a report you can download and print.
Take that report to the carrier: this isn't what you sold us.
Or to your client, to walk them through what changed.
Auditing five plans by hand takes hours. This takes minutes.
Start Your 15-Day Free TrialIs SmartSheetingAI™ reliable?
94.79% field-level extraction accuracy, across even the most difficult plan documents.
SOC 2 Type II examined against the Security and Privacy criteria, with no exceptions noted. HIPAA Aligned, BAA Included.
Hover over any value and SmartSheetingAI™ shows you the exact spot in the carrier document it came from.
A renewal is a process. A document is a task.
SmartSheetingAI™ is an AI application that reads benefit plan documents and returns the data. There's no workflow; you give it documents, it gives you output.
PlansightAI™ is the AI application that runs the entire benefits renewal and marketing process, from the day a renewal opens to the day the plans are in force.
SmartSheetingAI™ is built into every PlansightAI™ account, with no license fee. It's also sold on its own.
Who It's For?
For brokers who want the spreadsheeting gone without changing how the rest of their renewal process works.
Every proposal comes back in the same format, no matter which of your teams ran it or which carrier sent it. Take on more groups without adding headcount.
Spreadsheeting takes someone who can read and interpret carrier documents and plan terminology. SmartSheetingAI™ does that reading, so the work isn't stuck behind your most experienced people, and a new hire can handle it in their first week.