Read documents. Review the evidence.
Extract plan details from searchable or scanned PDFs, inspect the source wording and review suggested values before applying them to a plan.
Explore AI ReaderTHE CONNECTED BENEFITS WORKSPACE
From scattered files
to a Benefits Plan
you can stand behind.
Bring documents, intelligence and decisions together. BeneCraft gives brokers a clearer way to build, compare and present an employer’s health plan.
Reviewable AI assistanceConnected plan dataClient-ready proposals
PLAN ARCHITECTURE
ONE CONNECTED PLANEvery layer.
In context.
In context.
The recommendation
Turn selected financial scenarios into a branded proposal, then track implementation and the next renewal.
Interactive illustration · click a layer to explore
A WORKFLOW YOU CAN WALK THROUGH
Less assembling information.
More shaping the right plan.
Follow a fictional employer from the first document to the final presentation.
Click a stage. Explore the details. See what connects.
STEP 01 / 05
Start with what you already have.
Bring plan benefits, an aggregate census and claims summaries into one intake queue. BeneCraft reads supported PDFs and text files, and helps you classify what belongs where.
In the app: English PDF, TXT and aggregate CSV. Participant-level files are not supported in Unified Intake.
BeneCraft / Bring the documentsINTERACTIVE DEMO
Three documents. One place to begin.
Explore a fictional document pack. No files are uploaded.
2027 Medical Benefits.pdfBenefits → proposed designSample
Aggregate Census.csvCensus → enrollment snapshotSample
Annual Claims Summary.pdfClaims → experience periodSample
A guided, review-first intakeYour approval comes next
CURRENTLY FULLY INSURED?
Explore your five-year savings potential.
Compare projected costs with a transparent, customizable self-funding calculator.
Built around the people
behind better benefits.
ONE CONNECTED PLATFORM
More context.
Less coordination overhead.
Spreadsheets, carrier forms and disconnected files make an already complex process harder. BeneCraft brings the next action—and the information behind it—into focus.
Plan Builds
Move the entire plan forward.
Bring census, claims, designs and vendor quotes into one persistent workspace for each employer and effective date.
Explore Plan BuildsStop LossCompare the terms behind the premium.
Keep carrier submissions, deductibles, contract periods and quote versions in view before making a recommendation.
Explore Stop LossPBM CenterMake pharmacy costs easier to compare.
Document current benefits and compare received PBM proposals, fees, rebate assumptions and contract terms.
Explore PBM CenterProposalsDeliver a recommendation worth sharing.
Build branded proposals from connected scenarios, customize the narrative and export a client-ready PDF.
Explore ProposalsINTELLIGENCE BUILT INTO THE WORKFLOW
AI-assisted workflows.
Expert-led decisions.
Spend less time translating documents and more time evaluating what matters. BeneCraft connects document assistance, data-driven recommendations and scenario modeling to the plan you are building.
See the next question to ask.
Surface data gaps and relevant next steps alongside census, claims, designs and quotes. Review the evidence behind each suggestion in your Plan Build.
Explore Contextual recommendationsCompare the impact before you decide.
Explore financial scenarios, compare vendor and coverage terms, and turn your chosen analysis into a client-ready proposal.
Explore Decision supportHow it works today: document assistance uses OCR and structured matching, with optional OpenRouter benefit extraction when configured. Readiness checks use transparent rules; financial models use your entered assumptions. Your team reviews the outputs and makes the final decisions.
INSIDE THE WORKSPACE
Built for the work.
Designed for the people.
Explore captured product screens with fictional demonstration data.
Your book of business, in view.
A shared starting point for employers, renewals and the work that needs attention.
FROM FIRST CONVERSATION TO NEXT RENEWAL
A continuous workflow.
A lasting client relationship.
Preserve the history while moving forward. Each stage connects to the employer, the plan year and the decision that comes next.
01
Understand
Organize current plans, census and claims.
02
Design & quote
Build options and coordinate your vendor team.
03
Compare & decide
Model scenarios and present a recommendation.
04
Implement & renew
Track the launch and prepare the next cycle.
THE BENECRAFT WALKTHROUGH
Get the picture.
In under three minutes.
Follow the broker workflow from employer setup through plan design, proposals and renewal planning.
Read the transcriptFictional demonstration data · Computer-generated narration
RESOURCES FOR BETTER CONVERSATIONS
Build your perspective.
Explore the platform, deepen your understanding and bring clearer information into your next benefits discussion.
FEATURED WHITE PAPERCOMING SOON
The self-funding briefing
Our white paper library starts here. Leave your email to register interest while the first PDF is prepared.
Why self-fund?
Explore the financial drivers, transparency and trade-offs behind a self-funded health plan.
Explore the guideIdeas for what comes next.
Read articles and perspectives from the BeneCraft team on employer benefits and connected workflows.
Visit the blogLET’S TALK ABOUT YOUR WORKFLOW
See what BeneCraft could
do for your team.
Tell us a little about your organization. We’ll use your request to shape a conversation around the work that matters to you.
- Walk through an employer’s Plan Build.
- Explore stop-loss and pharmacy comparisons.
- See how proposals and reporting come together.
Already using BeneCraft? Open your workspace and use the Support button for help.
Request a Demo
Let’s find a time that works for you.
QUESTIONS, ANSWERED
A little more clarity.
Who is BeneCraft designed for?+
BeneCraft supports benefits brokerages, consultants and employer HR teams. Each role has a workspace and permissions suited to its work.
Does BeneCraft replace a carrier, TPA or PBM?+
No. BeneCraft coordinates the organizations, information and decisions that make up an employer benefits program.
How does BeneCraft use AI and decision support?+
BeneCraft combines OCR-assisted document reading, structured field extraction, rule-based recommendations and scenario calculations. You review extracted values and supporting information before saving or making a decision. BeneCraft does not autonomously choose vendors, bind coverage or certify projected savings.
Can proposals be customized?+
Yes. Brokers can customize proposal covers, branding, narrative sections and scenario comparisons, then export a PDF.
Are modeled savings guaranteed?+
No. Financial comparisons use entered data and assumptions. Results are planning estimates, not guaranteed outcomes or actuarially certified projections.