BENECRAFT QUICKSTART
Screens use fictional demo data. Narration is computer-generated.

Your benefits workflow
Welcome to BeneCraft. This quick guide follows the broker workflow from employer setup to the next renewal. Use the sidebar to move between modules. Your employer, plans, quotes and proposals stay connected throughout the process. The screens in this guide use fictional demo data.

Create the baseline
Start in Employers and create your client. Then open Plans and choose Create plan. Add each actual benefit option separately. Choose Medical, Dental or Vision to see the applicable fields. Enter coverage dates and save. For testing, Fill sample data populates a draft; review it and click Save.

Start a Plan Build
Open Plan Builds and create a workspace for the employer and target effective date. One build can cover several benefit types. Add aggregate census and claims information, review current plans, and create proposed options in Desired Designs. These options are alternatives; they do not replace the employer's actual plans.

Find the right partners
Use Marketplace to explore vendor categories and review profiles. Shortlist appropriate partners, then use RFPs to organize requests for a Plan Build. Record responses and received quotes. Request tracking does not send emails automatically. The PBM Center also lets you document current pharmacy arrangements and compare PBM quotes.

Compare stop loss
In Stop Loss, choose the relevant employer and Plan Build. Prepare submissions and record carrier responses against the intended medical designs. Compare deductibles, premiums, contract terms and quote expiration dates. Review the underlying terms before choosing an option. Recording a quote in BeneCraft does not bind insurance coverage.

Build financial scenarios
Return to the Plan Build and open Scenarios. Combine proposed options with vendor quote versions, stop-loss quotes and explicit claims assumptions. Add employee contributions and other costs. Create a current-cost baseline, then compare alternatives. Expected costs and savings are modeled estimates based on your stored inputs.

Create a client-ready proposal
Open Proposals and create a proposal from your Plan Build's scenarios. Customize the cover, branding, narrative and included sections. Preview the result, save the draft and download a PDF. Publish a historical version when ready, and record the selected scenario when the client has made a decision.

Implement. Measure. Renew.
Use Implementation to coordinate tasks, owners and due dates for the selected scenario. Create the appropriate upcoming actual Plans. In Performance, enter results, edit insights and build a client report. When renewal approaches, start the next Plan Build from the existing structure. Return to App Flow for the detailed interactive guide, or use Support when you need help.