Complimentary Benefits Analysis

Before we begin

This is not a quote, and there's no obligation.
A few things to know before you start:

Your answers are kept confidential and used only to build your analysis.
We never sell or share your information for marketing purposes.
Nothing you submit is sent to insurance carriers or any other outside party without your explicit authorization.

Read our full Privacy Policy

ZIP Code*

Renewal Date*

Industry*

Eligible Employees*

Enrolled Participants*

Current Funding Arrangement*

Current Carrier*

Current Plan Design* (select all that apply)

How well do employees understand and use their current benefits?*

As best you can, rank your priorities for what you want to do? (top = highest priority)

We know you probably want all of these, but if you had to prioritize, drag each tile up or down into your order of importance.

1 Decrease costs
2 Keep employees' plans at current level
3 Decrease employee out-of-pocket expense or improve the plan
4 Better employee understanding and engagement with our package

What was your latest renewal increase?*

Work Email*

We will not share your email address with any third party.

One last question.

Click Submit below to send your request — or strengthen it first with a few optional documents.

Before you go, in your own words, what else should we know and what would be your optimal outcome?

Strengthen Your Analysis

Optional — the more we can see, the deeper the analysis. Nothing is uploaded here: after you submit, we'll send you a secure, private link to share whatever you're able to provide.

Better Analysis

A solid step up from baseline.

Current renewal notice
Summary Plan Description (SPD) for each plan
Contribution schedule
Voluntary benefits summary
Census with date of birth

Best Analysis

Everything in Better, plus:

Dependent-level census
Claims data, if available
Stop-loss or captive policy details (if applicable)
Renewal history (past 2–3 years)
Voluntary and ancillary program details (dental, vision, life, disability, etc.)

None of this is shared with insurance carriers or any other outside party without your explicit authorization. After you submit, we'll email you a secure, private link so you can share anything above safely — nothing to upload here. This information is used only to perform a non-underwritten analysis — it will not be used to generate an insurance quote without your expressed permission.

No obligation. We'll follow up with a secure link so you can share any of the details above.

This is not a quote — information submitted is used only to generate an initial AI analysis.

No cost. No sales pitch. Just analysis.

Before we begin

One last question.

Strengthen Your Analysis

Thank you — your request has been received.