One Brite builder’s response to this change was, “This is a game changer. It will take build times from hours to minutes.”

Smart Import your Benefits Data

Our new smart import functionality has been optimized to achieve over 90% accuracy when extracting details from PDF files such as Summary of Benefits and Coverages (SBCs), Plan Summaries and PDF Benefit Guides. This enhancement simplifies the intake and mapping of your benefit plans with unparalleled ease and precision.

Key Improvements

• Increased Accuracy: PDFs are now processed with a remarkably high recognition rate, ensuring dependable autofill capabilities.

• User-Driven Selection: Choose identified benefit plans before proceeding with import, reducing duplicates and ensuring completeness via categorized breakdowns.

• Enhanced User Interface: Improved navigation while reviewing flagged fields or those with AI-derived suggestions.

• Batch Processing: Streamline operations with the ability to upload multiple files simultaneously.

Usage Instructions

To access this feature:

1. Navigate to the Benefits tab.

2. Create a new benefits package and select "Smart Import."

3. Alternatively, update an existing package by selecting documents via the Dashboard or by clicking "Add Benefit" and choosing "Smart Import."

This update significantly reduces data preparation time — transforming hours into mere minutes — leaving you with more time to focus on what matters most.

We are committed to consistently enhancing your experience and eagerly welcome your feedback for continued improvements!