BenefitSync Pro™
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BenefitSync Pro™
Complete Benefits Audit
Upload documents and let Claude AI perform a 360° audit across all eight benefit categories — with workstream assignments, compliance scoring, and cost-savings analysis.
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Company Information
Context for the audit analysis
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Upload Company Logo
PNG, JPG, SVG · Appears on your audit report
Upload Benefits Documents
SPDs, SBCs, plan summaries, amendments, carrier contracts
Drop files here or click to browse
Plan documents, SPDs, SBCs, enrollment spreadsheets, carrier summaries
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Audit Scope & Workstreams
Select categories — each shows the teams involved
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Reading
Files
Files
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Extracting
Content
Content
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AI
Analysis
Analysis
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Processing
Results
Results
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Building
Report
Report
Preparing analysis…
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Analysis Error
What This Audit Covers
Eight categories · Workstream assignments · Cost savings
| Category | Workstreams | Key Audit Points |
|---|---|---|
| 🏥 Medical | HR Compliance | Plan types, premiums, ACA, network, deductibles, OOP max |
| 💰 401(k) | Legal Invest | Match formula, vesting, ERISA, fees, auto-enrollment |
| 🦷 Dental/Vision | Benefits | Coverage tiers, annual max, ortho, network, waiting periods |
| 🛡 Life/Disability | HR Finance | STD/LTD, AD&D, portability, imputed income |
| 💳 HSA/FSA | Payroll Legal | IRS limits, employer funding, rollover, HDHP pairing |
| 🚌 Commuter | Payroll | Transit/parking limits vs IRS 2025 ($315), subsidy |
| ⭐ Voluntary | Benefits | Accident, critical illness, hospital indemnity, legal plans |
| 📋 COBRA | Legal Compliance | Notice timelines, 102% premium, qualifying events, duration |
Tips for Best Results
Maximize the audit quality
- Upload SPDs — Summary Plan Descriptions are the most comprehensive source
- Add SBCs — standardized format enables accurate plan comparison
- Include carrier rate sheets — enables premium trend and cost analysis
- 401(k) plan docs or SAR — covers fee disclosure and investment analysis
- Multiple years — enables renewal trend analysis
- Open enrollment guides — assesses employee communication quality
No documents? AI performs a best-practice gap assessment based on your company info and selected scope.
BenefitSync Pro™ Audit Report
Executive Summary
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Benefits Dashboard
Aggregated errors, recommended fixes, and cost savings across all saved audits.
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