You can now upload a stop-loss proposal PDF and let AI populate the quote fields automatically — the same AI quote flow already used for medical, dental, and vision. No more hand-keying stop-loss terms off a carrier proposal.
On a self-funded RFP with stop-loss enabled, upload the carrier's stop-loss proposal PDF in the AI quote flow. Plansight reads it and fills the stop-loss quote form for you to review.
The parser maps the proposal into the stop-loss quote, including:
AI extraction is a head start, not a substitute for a check. After upload, review the populated stop-loss form against the proposal before finalizing — especially rates, deductibles, and the aggregate corridor.
Drop the training video here once recorded.