Take the Heavy Lifting Out of Benefits Quoting
Streamline Benefits extracts, structures, and verifies every data point across your quotes — so your team can compare options faster and present with confidence.
From intake to comparison to presentation, manage your entire quoting workflow in one centralized platform — without changing how your team works.
Join the Early Access Program- Every provider sends quotes in different formats.
- Coverage details are buried in PDFs.
- Pricing structures vary. Terminology is inconsistent.
Your team is left to:
- Manually extract data from documents
- Rebuild everything in spreadsheets
- Compare quotes line by line
- Double-check for errors
It’s time-consuming, error-prone, and difficult to scale.
Streamline Benefits takes the heavy lifting off your team.
Our platform extracts and structures every coverage detail and pricing element from incoming quotes — then verifies each data point before it reaches you.
You get clean, consistent, and fully comparable data — ready for analysis and presentation.
Upload documents or simply forward provider emails to your dedicated SLB inbox. We automatically match incoming quotes to the correct RFQ and begin processing.
Coverage details, limits, and pricing are extracted and standardized across all providers — no manual entry required.
Built-in validation workflows ensure every data point is reviewed and confirmed for accuracy before it reaches your team.
View quotes side-by-side with aligned data points and generate polished, client-ready presentations in minutes.
Streamline Benefits isn’t just a tool — it’s where your quoting process lives.
Track every request, monitor progress across your team, and keep all documents, communications, and outputs in one place.
-
Know exactly where each quote stands
-
Eliminate scattered emails and spreadsheets
-
Maintain full visibility across your organization
Forward emails or upload documents — we handle ingestion and organization automatically.
Hundreds of data points across life, dental, extended health, and more — consistently captured and organized.
Every coverage value and pricing detail is validated before being surfaced to your team.
Instantly compare providers across aligned data points — no more manual spreadsheets.
By eliminating manual extraction and comparison, Streamline Benefits helps your team:
-
Reduce quoting time significantly
-
Improve accuracy across every submission
-
Minimize training requirements for new staff
-
Standardize outputs across your organization
-
Handle more opportunities without increasing workload
-
Designed around real-world quoting workflows
-
No reliance on external AI platforms
-
Fully controlled infrastructure and data handling
-
Built to meet Canadian compliance expectations
We’re inviting a limited group of partners to help shape the future of benefits quoting.
Get early access to the platform, provide feedback, and gain a competitive advantage before broader release.
Request Early Access
