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Client Information
Appears on the report cover
Upload Screenshots & PDFs
JPG, PNG or PDF only -- no HEIC files
Medicare Advantage plan comparisons & benefit screenshots
Click to choose files or drag & drop here
PNG, JPG or PDF — plan comparison or benefit pages
Medigap rate sheets — Plan N, Plan G, etc.
Click to choose files or drag & drop here
PNG, JPG or PDF — rate sheets & outline of coverage
Part D drug plan & your medication cost breakdown
Click to choose files or drag & drop here
PNG, JPG or PDF — PDP detail & drug cost pages
Dental, Vision & Hearing plan brochures or rate PDFs
Click to choose files or drag & drop here
PNG, JPG or PDF — DVH brochures & benefit summaries
Advisor Notes (Optional)
Your recommendation — shown at the bottom
Upload files to get started
Your report will appear here

Upload your plan screenshots and PDFs on the left, then click Build My Client Report. Upload your plan screenshots and PDFs, then click Build My Client Report.

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