Benefits · New

Benefits quotes in. Computed workbooks out.

Upload benefits quotes. CopyCat normalizes the plans and builds your live-formula Excel workbook.

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Risk AnalysisProposalsBenefits
WB
AM

Apex Manufacturing

Effective Jan 1, 2027 3 quotes

Carrier quotes

Upload, classify, and extract quote PDFs

✓ Analysis complete
CarrierLineStatusExtraction
AnthemAnthem_Medical_Renewal.pdf · 18 pagesMedicalIncumbent✓ Extracted
AetnaAetna_Option_1.pdf · 12 pagesMedicalQuoted✓ Extracted
UnitedHealthcareUHC_Option_2.pdf · 15 pagesMedicalQuoted✓ Extracted

Workbook computation

Plan data normalized into live formulas

Computing
MedicalRenewalAetnaUHC
Employee rate$612.44$584.20$598.18
Employer share75%75%75%
Monthly premium=C31*$C$12=D31*$D$12=E31*$E$12
Marketing SummaryCoverage & rate comparison across all carriers
Contribution SheetsEmployer contributions & payroll deductions
Self-Funded AnalysisStop-loss, PEPM, admin, and claims fund
1Upload quotes

Medical, dental, vision, life, disability, and stop-loss.

2Review the data

Check plans, rates, funding, census, and contributions.

3Download Excel

Get the live-formula workbook ready for review.

MedicalDentalVisionLifeSTD / LTDSelf-funded
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Bring one benefits quote set. We’ll build the workbook live.

See market summaries, contribution sheets, and the Excel output on a real quote set.