Benefits renewal
Northgate wrote the HR director a letter, not a deck.
- Census map
- Plan comparison
- Cost and paycheck calculator
Example proposals
Stop-loss quote
Oakline's quote explains everything the broker's grid leaves out.
- Deductible options side by side
- Laser plan builder
- Renewal protection
Enterprise rollout
Atlas Route showed all 14 warehouses on one live map.
- Live network map
- Rollout plan
- Pricing and savings calculator
Mutual action plan
Fieldstone and Meridian share one plan to go live by July 1.
- Joint timeline
- Stakeholder map
- Open items by owner
Business case
Cobalt gave the CFO a payback model to try themselves.
- Live payback model
- Risk before and after
- Board sign-offs
Quarterly review
Lumen turned a quarterly review into the case for 40 more seats.
- Results dashboard
- Adoption by team
- Seat expansion calculator
These are examples for fictional companies. Every proposal we design is made for its buyer.