SBC information parsing
Extract plan identity, network, deductibles, out-of-pocket limits, copays, coinsurance, Rx terms, limitations, and page evidence into JSON.
Public diligence resources
Templates and examples for a controlled, evidence-linked review structure.
These materials illustrate the entry-layer pilot, document inventory, rate review, evidence tracking, and diligence workflow. All examples use non-confidential or illustrative information.
DOCX
Free Fit Review Intake
A Word intake form for defining the firm, use case, entry layer, document type, evidence, users, timeline, and desired outcome.
Download template → XLSXTier 1 Parser Pilot Checklist
An Excel working checklist for parser scope, JSON schema, source evidence, confidence, validation, acceptance testing, and license boundaries.
Download checklist → CSVSample Document Inventory
An illustrative Tier 2 structure for classifying files, entities, plan years, review status, and missing items.
Download sample → CSVSample Rate Summary
An illustrative Tier 2 structure for rates, premiums, contribution tiers, effective dates, and review notes.
Download sample →Methods by product layer
Each layer preserves the source, state, decision, and next action.
The methods are cumulative. Parser outputs become diligence inputs; diligence findings become operating records; operating records become controlled client visibility.
OE / New Hire Guide parsing
Capture medical/Rx, dental, vision, life, disability, accounts, contributions, eligibility, contacts, and enrollment rules into structured data.
Evidence validation
Show the original page, extracted value, source text, confidence, reviewer action, approved value, and correction reason.
Data room inventory
Identify files, entities, plan years, duplicates, missing items, review state, and documents requiring specialist confirmation.
Cross-document reconciliation
Compare guides, SBCs, SPDs, invoices, rate sheets, contribution files, seller responses, and call notes without flattening conflicts.
Report and DRL generation
Convert validated analysis into audience-specific report sections while keeping requests, evidence received, and resolution status synchronized.
Readiness and issue control
Track blockers, priorities, owners, deadlines, issue aging, stale requests, gates, close proximity, and escalation state.
Zero-knowledge-loss handoff
Carry evidence, assumptions, decisions, open actions, owners, and 30/60/90-day work from diligence into service and implementation.
Live client decision views
Present validated readiness, risks, financial implications, open decisions, ownership, and completion without exposing internal workpapers unnecessarily.
Important:Public examples are illustrative and are not legal, tax, ERISA, accounting, actuarial, investment, insurance-placement, fiduciary, regulatory, or transaction advice. A client review must be scoped to the actual documents, transaction structure, and professional team.