One report. Maximum value.
Get complete access to your personalized benefits optimization report and ongoing AI-powered assistance.
Monthly
- Complete benefits analysis
- Personalized optimization report
- AI-powered chat assistance
- Insurance directory access
- PDF report download
- Action item checklist
- FSA/HSA deadline reminders
Annual
Save 83% — Just $6.58/month
- Everything in Monthly
- Priority support
- Open enrollment reminders
- Annual re-analysis included
- Early access to new features
Frequently Asked Questions
What documents do I need to upload?
At minimum, your Health Insurance Summary of Benefits (SBC) and HSA/FSA enrollment documents. For a complete analysis, you can also upload your 401(k) summary, dental/vision plans, life insurance, and other benefits documents.
How long does the analysis take?
Our AI typically completes the analysis within 2-3 minutes after you upload your documents. You'll receive your full optimization report immediately.
Is my data secure?
Absolutely. We use bank-level encryption, never share your data with third parties, and you can delete all your data at any time. Your documents are processed securely and never stored longer than necessary.
Can I cancel anytime?
Yes, you can cancel your subscription at any time. If you cancel, you'll continue to have access until the end of your billing period.
What if I have questions about my results?
You can use our AI chat feature to ask unlimited questions about your benefits. The AI has access to all your uploaded documents and can provide personalized answers.
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