A carrier sales rep shaking hands with a broker partner
rapid AI INTAKE FOR GROUP BENEFITS CARRIERS

Take the Pain Out of Intake.

RAPID (RFP Automation, Prioritization, Intake & Data) reads every RFP the moment it lands, clears every gap with the broker over email, and delivers a complete, quote-ready submission in your underwriting format. Your team reviews exceptions, not every RFP.

See a Demo Try Census Transformation Free
Hours
of manual scrubbing per RFP
2–3 wks
typical time-to-quote today
~60%
of renewals effective 1/1
THE INTAKE BOTTLENECK

Today, Your Team Scrubs Every RFP by Hand. They Shouldn't Have To.

Every RFP is hours of manual work, and it doesn't scale when volume spikes.

Completeness Is a Manual Guess
Your team burns hours scrubbing RFPs; inaccurate data delays underwriting and can impact the integrity of the risk analysis.
Someone Has to Reformat It
Even complete data has to be reshaped into the underwriting system's format by hand, which only adds more delay.
It Doesn't Scale With Volume
Peak season means overtime and seasonal temps just to keep up, and the backlog still grows.
Hard to Track What Happened
No clean record of status, actions, or where each RFP actually stands.
INTRODUCING
rapid

RFP Automation, Prioritization, Intake & Data

Intake That Runs Itself.

RAPID runs intake in the Outlook inbox your team already uses. It captures every RFP on arrival, reads the whole submission, resolves gaps with the broker over email, and routes a clean, quote-ready record to your underwriting system and CRM. Zero change management for your team or your brokers.

Outlook
rapid
NEW RFP CAPTURED
Sample Manufacturing Co. (Sample Benefits Group)
Medical, dental, vision, life, disability. Effective 1/1. Queued as priority.
Census is 94% complete. 11 employees are missing dates of birth and 3 are missing zip codes. Plan docs and rates captured for all five lines.
I have drafted the broker email for the 14 missing fields and will capture the reply when it comes back. Nothing else needs your attention on this one.

Every Step of Intake, Automated.

Nothing Slips Through
Every RFP is captured and queued the moment it lands, so nothing sits unseen in an inbox.
Complete Submissions
Census scrubbed and reformatted. All data checked and verified for completeness and accuracy.
No Back-and-Forth
Gaps resolved with the broker over email automatically. Zero change management.
Your Underwriting Format
Delivered in your system's format, so no one has to reformat by hand.
Handles Peak Volume
Processes every RFP the moment it lands, at any volume, with no seasonal hiring.
Full Audit Trail
Every RFP, every action, and every status stays on the record.
HOW IT WORKS

One RFP In. Won RFP Out.

1Capture
Every RFP is logged and queued on arrival, so nothing gets dropped.
2Prioritize
Sorted and queued by line of coverage, group size, and effective date.
3Complete
AI reads the whole RFP and clears every gap with the broker.
4Format
Rendered in your underwriting system's ingestion format.
5Submit
A clean record to your CRM, with every step on the audit trail.
TODAY
Manual, incomplete, and slow
✗Census: messy formatting, missing data and errors
✗Plan docs: missing for multiple lines of coverage
✗Rates and contributions: incomplete for multiple lines
~Employer details: sometimes complete
WITH RAPID
Complete, accurate, quote-ready
✓Census: in your format, complete and accurate
✓Plan docs: complete for all lines of coverage
✓Rates and contributions: complete for all lines
✓Employer details: complete
A sales leader presenting results to her team

What It Delivers

More Volume, Same Team
Your team clears far more RFPs without adding people, so peaks stop meaning overtime or temps.
Fewer Errors
Accurate, verified data on every submission, so underwriting can trust it.
Hours Back, Per RFP
Eliminate the manual scrubbing, reformatting, and chasing on every RFP.
Free Your Team
Redeploy your people from manual intake to higher-value work.
Expected impact, to be validated with a design-partner pilot.

Brokers Stay in Their Inbox. No New Workflow to Learn.

No change management for anyone. RAPID runs intake in the Outlook inbox your team already uses, and routes finished submissions to your systems. Your team reviews exceptions, not every RFP.

A carrier sales team reviewing a submission together around a table
Your Inbox
Every RFP and gap, handled here. RAPID is an Outlook add-in for Microsoft 365, installed by your IT admin.
Brokers
Reply from their inbox, no new tool, no portal.
Your Team
Reviews exceptions, not every RFP. Sales-led or underwriting-led, configured to how you work.
Your CRM
Clean record, ready to underwrite. Census, plan docs, rates, and the full broker thread, in your format.
Ops Dashboard
Status, volumes, and turnaround at a glance, for every RFP and every rep.
Security and Compliance
SOC 2 Type 2 certified and HIPAA compliant, with a BAA in place, zero data retention on our model provider, encryption in transit and at rest, PHI-safe logging, and a full audit trail.
WHY PLANYEAR

We Don't Just Process Documents. We Live in Group Benefits.

Purpose-built for carrier group-benefits intake. Every alternative is a compromise.

Benefits-Native From Day One
We've lived the manual grind, and we know how much time intake eats. We speak the language of every line of coverage, and we know how messy census data and formatting errors bring the whole process to a halt.
Does the Whole Job
It reads, scrubs, completes, formats, and routes every RFP end to end, the way a trained intake analyst would. Not OCR, not a portal, not a generic AI bent to fit.
Fast to Production
A focused, buildable v1, designed to reach a working pilot in months.
A sales rep celebrating at her laptop

Stop Scrubbing. Start Scaling.

Start with a free census transformation on a real RFP: we return it complete, checked, and in your underwriting format, with no contract and no integration. Then see where it goes.

01
Demo
See intake-to-quote-ready.
02
Pilot
Run a slimmed-down RAPID on real RFPs in your inbox, with no integration required.
03
Design Partner
We tailor the full workflow and integrate with your underwriting system and CRM.
Request a Free Census Trial Book a Demo

Ready to Get Started?

We want to learn how your team runs intake today, then show you how RAPID fits your inbox, your underwriting format, and your CRM.

Contact Our Team

Want to Explore More?

Get deeper insights into our solutions, our thinking, and the future of AI in benefits from our webinars, videos, whitepapers, and articles.

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Solutions for Every Player in the Ecosystem

Benefits Consultants General Agents Insurance Carriers Employers & Employees