In most cases, your Summary of Benefits and Coverage (SBC) or the plan brochure from your HR portal is sufficient. If you have access to the full plan document (PDF), you’re welcome to upload that as well.
No. We only review plan documents that describe your insurance coverage. We do not request or access your medical history, diagnoses, claims details, or any personal health information. (Please do not upload personal or medical records.)
No. Our goal is to help you understand your benefits in clear, plain language. We do not provide medical, legal, or financial advice. You should always confirm specific details with your HR department, insurance provider, or healthcare professional.
Most reports are delivered within approximately 10 minutes after we receive your documents. (Final delivery times may vary slightly depending on document length and clarity.)
We’ll send a PDF to your email address where you can view and download your personalized benefits summary.
PDF files are preferred. We can also work with clear images (JPG or PNG) and screenshots, as long as the text is legible.