Drop proposals here — that's the whole form
Group name, effective date, and carrier are read from each PDF automatically
PDF · DOCX  ·  drop 1 or 200 at once  ·  each file starts processing instantly

Processing Proposal

This may take a few moments...

Reading PDF...
Extracting rates and benefits...
Building spreadsheet...
Saving to Google Drive...

Spreadsheet Ready

Processed with Flags

    Processing Failed

    Multi-Carrier Comparison
    Upload carriers on different days and generate a side-by-side comparison spreadsheet when ready.
    Recent Uploads
    Group Carrier Lines Submitted By Date Status Actions
    Carrier Total Proposals Lines Quoted Avg Lines/Proposal Last Submission
    Month Total Processed Flagged Errors

    Team Members

    Manage who has access to the portal

    Google Drive
    Configure your Google Drive connection and folder paths
    Drive Folder Path
    Where processed files are saved
    Auto-sync with Drive
    Automatically refresh proposal data
    Sync Interval
    How often to check for new data
    Carriers
    Default carrier list for the upload form
    Configured Carriers
    Equitable, Guardian, Hartford, Humana, Lincoln, MetLife, Mutual of Omaha, Principal, Sun Life, The Standard, Unum
    Notifications
    Control how you receive updates
    In-app notifications
    Show flagged alerts
    Rate Corrections
    Plans flagged with a missing or out-of-band rate. Enter the correct value from the source quote — it writes to the database and trains future extraction.
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    Failed Extractions
    Documents where extraction produced nothing usable. Re-run them through the pipeline or discard with a reason.
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    Add New Group
    Log a group the moment it's quoted — before any proposal PDF comes back.