Renewal Intelligence Engine Ready
Upload the employer's renewal documents and alternate quotes, then run the analysis to generate a full iPlanRx renewal intelligence report.
Analyzing Renewal Documents
Reading uploaded files and extracting rate data...
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Risk Stage
Renewal Rate Action
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vs prior year
Net Effective Rate
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after refunds/credits
Current Monthly ER Cost
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employer total
Opportunity Index
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out of 18
Plan Comparison — All Options
| Status | Carrier / Plan | Metal Tier | Single | EE+Spouse | EE+Child | Family | ER Monthly Total | vs Current |
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Financial Savings Opportunity Index
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/18
Harmonic Risk Opportunity
Based on eligible employees × 75% participation × 10/12/15% rate × $7,500/participant
Strategy Recommendation & Talking Points
Discovery Talking Points (Sandler)
Executive Summary
⚡ iCHRA Analysis Bridge
The renewal data extracted above is ready to send directly into the iCHRA HSA Health & Wealth Builder. Download the census CSV in Zizzl format or pre-fill the calculator automatically.
| iCHRA Calculator Field | Value to Enter |
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Recommended Next Steps