PlanVantage

Renewal projections and plan modeling for brokers

PlanVantage is the financial modeling platform for employee benefits consultants and brokers. Connected to your AI, 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.

MCP connector

Server URL: https://mcp.planvantage.ai/
Login: OAuth

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