Client Setup
What you'll need: Monthly Zizzl CSV exports for your client. Upload 1–12 files per plan year (January through December). The tool auto-detects column layout and handles missing Date of Birth columns gracefully.
Plan Year 1 — Monthly Files
0 of 12 uploadedPlan Year 2 — Monthly Files
0 of 12 uploadedParsing CSV files...
Key Metrics Preview
Financial Summary
Coverage Tier Distribution
🇺🇸 National Average Comparison (2025)
Generate Report
Generates a branded executive summary .docx with iPlanRx header on every page. AI-assisted Key Takeaways will be auto-populated from your data.
Preparing report...
Parsing data
Running analysis
Generating insights
Building document
Finalizing
✅
Report Ready
Your branded executive summary has been downloaded.