Results that speak for themselves
reduction in plan data processing time
faster data validation compared to manual QA
consolidation of pipelines (from 20 to 5)
The challenge
The plan optioning workflow was not built for the speed your clients expect
Insurance brokerages manage hundreds of employer relationships, all moving through the same compressed renewal window. Yet the core workflow has not changed. Carrier plans arrive as PDFs, teams extract data manually, modeling happens in spreadsheets, and proposals are assembled under tight deadlines.
This creates friction at every step:
- Carrier data arrives in inconsistent formats, requiring manual extraction and normalization
- Plan analysis lives in individual spreadsheets rather than a shared system
- Sellers lack visibility into prior plans, decisions, and employer history
- Time pressure compounds these issues, increasing risk and reducing confidence
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What the Insurance Plan Intelligence Platform delivers
A connected platform for plan data, analysis, and activation
The Insurance Plan Intelligence Platform brings plan data, employer history, and seller workflows into a single governed environment. It removes manual bottlenecks, improves data quality, and makes plan intelligence available across Salesforce, SharePoint, and analytics tools.
Instead of working across disconnected systems, teams operate from a shared foundation where data is structured, accessible, and ready to support better decisions.
Key Capabilities
Intelligent plan data extraction
Automates ingestion and normalization of carrier plan documents into a structured data model. Flags anomalies for targeted review.
Employer and seller enablement
Publishes plan options and proposal data into SharePoint and Salesforce. Sellers access plan details directly in account records.
Conversational intelligence
Unifies plan data and CRM data in Salesforce Data Cloud. Enables natural language interaction through Agentforce for account insights, renewal prep, and pipeline visibility.
Market intelligence
Aggregates plan data across carriers and cycles to identify pricing trends, plan design patterns, and competitive positioning.
Claims-driven advisory
Incorporates claims and utilization data to evaluate plan performance, model total cost, and guide renewal strategy.
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Architecture
Built on Databricks. Activated through Salesforce
- Databricks Lakehouse serves as the central data platform
- Canonical data model standardizes plan and carrier data
- Agentforce provides natural language access to insights
- Governance and lineage managed through Unity Catalog
- Salesforce Data Cloud unifies platform and CRM data
- Integration connects to Salesforce, SharePoint, and Excel workflows
Who's it for?
Built for brokerages ready to improve plan intelligence
This platform is designed for brokerages and benefits consultancies managing large books of business with annual renewal cycles. It is most effective where teams rely on manual processes, fragmented systems, and limited access to historical plan data.
- Operations leaders focused on efficiency and scalability
- Data and technology leaders responsible for platform strategy
- Benefits teams managing plan analysis and modeling
- Sales leaders focused on seller performance and client relationships
This wasn’t just process improvement. It changed how we think about plan data. We moved from reactive analysis to a more proactive, data-driven approach with our clients.
Chief Operating Officer