Benefits comparison and compliance reporting tool
A specialized platform for benefits advisors to compare multiple plan documents and generate government compliance reports automatically.
Overview
Benefits advisors spend significant time manually comparing plan documents and preparing government compliance reports. AdvisorGuru was designed to automate these tedious but critical tasks.
The platform serves agents from benefits provider companies who need to quickly identify differences between plans and prepare accurate regulatory submissions.
Key features
Document comparison
Advisors can upload up to three benefits documents simultaneously. The AI analyzes each document and presents a clear comparison table highlighting the salient features of each plan. Results can be exported to PDF or Word for client presentations.
Compliance reporting
The annual information report feature automates government submission preparation. Advisors upload financial statements for active and terminated members, and the application parses the documents, calculates required amounts, and generates a downloadable Excel sheet matching the government's required format.
What we built
- Django Backend
- React Frontend
- OpenAI GPT
- Document Parsing
- PDF/Excel Export
The system uses advanced document parsing to extract structured data from unstructured financial statements. We implemented custom prompts for accurate calculation and verification of compliance figures.
- Documents compared at once
- 3
- Time saved on reporting
- 90%
- Export formats
- PDF/Word
- Government report output
- Excel
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