Platform/Benefits Analysis

Win more business, in minutes.

Workflows designed to run everything from simple comparisons to complex, end-to-end deliverables, RFP responses, renewals, and cost-saving strategies, compressing days of spreadsheet work into a few minutes.

Benefits Analysis
Live

 

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Built for the work that wins business.

From RFP responses to renewal analyses to cost-saving strategies, Benefits Analysis models the numbers, compares the options, and hands back a branded, client-ready deliverable in minutes, not days.

Pitchbooks in minutes

A full RFP response, modeled, compared, and branded, in the time it used to take to open the spreadsheet.

Renewals without the dread

Every renewal analyzed the same rigorous way, so nothing slips and every client gets the A-effort.

Cost-saving strategies, quantified

Instantly compare alternative plan structures against the incumbent to quantify the savings, and the better value, you can put in front of clients.

End-to-end workflow automation

Automate your RFP and renewal process. Weeks of work - in one session.

RFP Pitchbuilder
Live

Got an RFP from Apex, 47 lives, Ohio. Build the response.

Apex_RFP.pdfcensus.xlsx · 47 rows

Show thinking

  • Read RFP requirements
  • Detect census format
  • Plan the response
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Renewal Review

Every renewal gets the A-effort.

Coverly pulls the current plan, models the renewal, and surfaces the levers (allowance changes, class tweaks, plan swaps) with the financial impact attached to each.

  • Current vs. renewal, side by side
  • Actionable levers, ranked by impact
  • Client-ready output in one pass
Renewal Review

Current / yr

$382K

Renewal / yr

$408K

Levers, ranked by impact:

Trim hourly allowance $25/mo−$14K
Swap Bronze HSA → Silver−$9K
Add part-time class−$6K

Build a pitchbook live.

Bring a real RFP and watch the Pitchbuilder run end to end. It's not magic, but it feels like it.