For Group Benefits Consulting Firms
Drop your carrier renewal documents and benefits booklets. RenewalFlow extracts every rate, benefit, and data point — then generates presentation-ready renewal reports automatically.
Every renewal season, your team re-keys data from carrier PDFs into spreadsheets, cross-references benefits booklets, builds comparison tables, and formats reports — burning hours on work that should take minutes. RenewalFlow eliminates the manual grind so your advisors can focus on client strategy.
Three steps. No data entry.
Drag and drop your carrier renewal PDFs and benefits booklets. RenewalFlow accepts any format your carriers send.
Rates, benefits, demographics, claims data — extracted and validated automatically with confidence scores you can review.
One click produces a branded renewal report with rate comparisons, benefits summaries, claims analysis, and executive narrative.
Works with any Canadian group benefits carrier format out of the box.
Automatic multi-period rate comparisons across all benefit lines.
Side-by-side class breakdowns extracted directly from booklets.
Your logo, your fonts, your layout. Upload once, generate forever.
AI-written narrative analysis of loss ratios and claims trends.
Assign renewals, track status, and maintain a full audit trail.
RenewalFlow is currently available by invitation. Tell us about your team and we'll be in touch.