Benefits Guide Builder

A benefits guide that looks like it cost $4,000

Type your plans into guided forms, pick a theme, and get a print-ready PDF plus a web link for employees. About an hour of work. $39 when you're happy with it.

The free editor is the demo: build the whole guide, see the watermarked preview, pay only if you want the clean files. No sales call exists.

Forms in, document out

There's no blank canvas and no dragging boxes around. The editor asks for exactly what a benefits guide needs: your medical plans side by side, deductibles and copays, Rx tiers, HSA and FSA details, dental, vision, life, disability, and what comes out of each paycheck. You answer; the layout, tables, and page breaks are our problem.

It knows the awkward details too. Four-tier and two-tier rate structures. Embedded versus non-embedded HDHP deductibles. Guaranteed-issue amounts on voluntary life. The per-paycheck math from monthly premiums, shown to you before it prints.

Two things come out

A print-quality PDF: US Letter, real page breaks, tables that don't split mid-row, ready for the office printer or a print shop. And a web link that reads well on a phone, for the employees who will never open a PDF.

Rates change in March? Guides stay editable for 12 months after purchase. Fix the number, render again, same link.

Three themes, your logo, your color

Fewer knobs than Canva on purpose. You pick the theme and the accent color; section order and table design are already decided, which is why the result looks designed.

Meridian — the annual report
Fieldstone — warm and friendly
Slate — minimal, your color only

Compare the themes page by page →

If you're the whole HR department

Open enrollment is six weeks out and the broker sent a rate spreadsheet and their regards. You could rebuild last year's Word document, or spend an hour here and hand employees something they'll actually read. $39 is less than the coffee budget for one benefits meeting.

If you're a small brokerage

The big agencies have in-house designers. You have thirty renewals and a weekend. Broker Unlimited is $15 a month: unlimited guides, your agency name in the footer instead of ours, and duplicate-for-new-client so the second guide takes ten minutes. Details on pricing →

What it will never do

No employee data

The product stores plan details, your logo, and your email. There are no fields for employee names, elections, or health information, so your employees' data never touches us.

No advice

It formats what you type. It never recommends a plan, compares plans for anyone, or says one option is better. That call belongs to you and your broker.

No compliance documents

SPDs, SBCs, and required annual notices come from your broker or counsel. Your guide includes a placeholder page that says exactly that.

No enrollment

The guide links out to your real enrollment system. Nobody logs in here except you.

Build it free. Pay if you like it.