Plan comparison &
AIR reports
in minutes, not hours
Upload plan documents and financial statements. AI extracts, compares, and structures the data — delivering client-ready deliverables faster than ever.
Core Features
Two powerful tools, one platform
Everything a benefits advisor needs to serve clients faster and more accurately
Compare up to 3 plans side-by-side
Upload plan booklets and instantly generate a comprehensive comparison across 18 benefit categories with 100+ data points. No more manual data entry.
- Life, AD&D, dependent life insurance
- Short-term & long-term disability
- Dental — basic, major, orthodontic
- Drug, vision, paramedical, and more
- Export to CSV for client presentations
AIR reports, automated end-to-end
Extract financial data from pension statements into all 16 AIR form fields. Validated calculations, ready for OSFI or regulator submission.
- Automatic extraction of fields A through P
- Member & employer contribution breakdowns
- Investment earnings & expense calculations
- Auto-computed aggregates (L, M, N, P)
- Export to CSV for regulatory filing
Workflow
From document to deliverable
Three simple steps — no training required
Upload documents
Drag and drop plan booklets or financial statements. We support PDF, Word, and Excel formats.
AI extracts the data
GPT-4o-mini reads every page, identifies benefit categories or financial fields, and structures the data automatically.
Review & export
Review the comparison table or AIR report, make any adjustments, and export to CSV — ready for your client or regulator.
Capabilities
Built for the way you work
Purpose-built features for Canadian group benefits advisors
Multiple document formats
Upload PDF, Word, and Excel files. We handle the parsing so you don't have to.
18 benefit categories
From life insurance to paramedical services — every standard group benefit category covered.
Validated calculations
AIR aggregate fields (L, M, N, P) are auto-computed and cross-validated for accuracy.
CSV export
One-click export for client presentations or OSFI regulatory submissions.
Secure & private
Your documents are processed securely and never shared with third parties.
Fast processing
Most documents are fully extracted and structured in under 3 minutes.
Ready to save hours on every case?
Stop manually extracting data from plan documents. Let AI handle the heavy lifting so you can focus on advising your clients.