Agent Plan Comparison

Optimize your Brokers' decision-making by comparing SBC (Summary of Benefits and Coverage) documents from several competitors

Challenge

Health Insurance brokers, agents and internal sales representatives face challenges in efficiently comparing and recommending the best Health Insurance plans for their prospects. Where you are able to overcome plan bias based on previous sales, finding the best match often involves investment of significant effort: time-consuming manual analysis, potential inaccuracies from incomplete data, and suboptimal decision-making, which negatively impacts their ability to provide competitive offerings and converting prospects into customers.

Manual Analysis

Comparing plans is time-consuming and inefficient

Data Inaccuracy

Incomplete data leads to potential errors

Suboptimal Decisions

Difficulty in making the best plan recommendations

About the Solution

By leveraging the power of AI for data extraction and comparison using an AI model trained on thousands of SBC documents from US health plans and capable of understanding industry-specific terms, data fields, formats, and structures, brokers and sales reps gain a competitive advantage and can provide their clients with faster, better matching, and personalized plans.

Intake any SBC document
AI-driven plan benefit recognition
Benefits extraction

Plan matching criteria configuration
Benefit highlighting and ordering

Agent Plan Comparison

Optimize your Brokers' decision-making by comparing SBC (Summary of Benefits and Coverage) documents from several competitors

Challenge

Manual Analysis

Data Inaccuracy

Suboptimal Decisions

About the Solution

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