PlanVantage

PlanVantage is the financial modeling platform for employee benefits consultants and brokers. Connected to Claude, it turns a client's renewal into a working model in conversation: build a plan-year dashboard from monthly claims experience, project next year's claims with stop-loss and credibility assumptions, compare current and proposed plan designs by actuarial value, model employee contribution strategies, and assemble client-ready exhibits.

Ask Claude to summarize a client's plan year against budget, project the renewal with a specific stop-loss deductible, compare a PPO with a proposed HDHP, or model an 80/60 employer contribution split. PlanVantage does the calculations and keeps the record; Claude handles the conversation. Built by a Fellow of the Society of Actuaries for self-funded, level-funded, and fully insured groups.

A PlanVantage account is required. New users can start a free 14-day trial from the sign-in page; paid plans are listed at planvantage.ai/pricing. The connector reads and writes the plan sponsors, scenarios, dashboards, projections, and documents your account can already reach, under your own permissions. It cannot receive files: documents are uploaded in the PlanVantage web app, and tool results return de-identified claimant labels only.