🤖 iPlanRx AI Assistant
Sales strategy, district analysis, onboarding guidance, and admin support — all in one place.
HSA Health & Wealth Savings Calculator
Compare HSA contribution strategies and project long-term savings growth for members and prospects.
HSA Wealth Builder
Upload TPA census — models ICHRA + HSA savings vs. group plan with 5-year projection and PDF export.
Harmonic Risk Lite Calculator
Analyze employer risk profile and model iCHRA defined contribution scenarios. Identify financial exposure and demonstrate cost predictability vs. traditional fully-insured plans.
iCHRA District Opportunity Calculator
413 Wisconsin school districts ranked by iCHRA conversion opportunity. Composite scoring, marketplace gap analysis, age-curve modeling, and one-click branded PDF one-pager generation.
✉️ Apollo Sequence Library
Curated Apollo email sequences for iCHRA prospecting and employer outreach. Browse, copy, and deploy multi-touch sequences organized by campaign batch.
🚀 Ben's Apollo Setup Guide
Step-by-step Apollo setup checklist — account setup, sequences, prospect lists, launch protocol, and daily routine. Progress tracked to Google Sheets.
Employer Onboarding Tool
Generate iCHRA notices, POP 125 plans, and ERISA Wrap documents from a single intake form. One entry, five legal documents.
iCHRA SEP Notice Generator
Generate compliant SEP notices — single entry or bulk CSV. Outputs Simple SEP or full 90-Day Annual iCHRA Notice in PDF, Word, or print format.
ICHRA Enrollment Template Generator
Generate customized ICHRA enrollment documents for any client. Configure company details, administrator, benefits, and print-ready enrollment packets.
1095 Portal
Access and manage 1095 tax forms. Verify coverage information and download documents for tax filing purposes.
Smart Census Filter — Zizzl Format
Upload any employer census CSV and automatically map columns to the Zizzl format. Fuzzy-matches headers, filters out waived employees, normalizes ZIP codes, and exports a ready-to-submit file. All processing stays local in the browser.
Commission Parser
Upload carrier statements — AI extracts and maps to AgencyBloc import format.
Rx Savings Calculator
Compare prescription costs across plans and find potential savings with iPlanRx pharmacy benefits.
Plan Comparison Tool
Side-by-side comparison of health plan options to help members and brokers find the best fit.