Young couple sitting in an office talking to a woman broker or investment adviser

Make your sales meetings easier: compare plans for your clients.

 

Plan_Compare_tool

 

In an industry flooded with offers from numerous insurance providers all vying for your attention, discerning the true value propositions from the less favorable ones is crucial. Our complimentary plan comparison Excel sheet empowers you to:

 

  • Compare up to five medical, dental, and vision plans at a time across multiple carriers
  • Evaluate unique plan details such as annual deductibles and out-of-pocket maximums
  • Calculate monthly rates for employees and families for each plan with a built-in rate calculator

 

Not only will this help you stay organized, but you will be able to generate reports and visuals to support your decisions when selling plans to your clients. Your time is valuable save it! Download this plan comparison tool now.