Drop in the documents you already have. Ben reads each one and fills every later step, so you review instead of retype.
Benefit guide
Company details, plan lineup, contribution strategy
Acme_Benefits_Guide_2026.pdf
Summaries of Benefits and Coverage
Deductibles, copays, coinsurance, and out-of-pocket limits
Aetna_SBC_Silver_Gold_Bronze.pdf
Rate sheets
Monthly premiums by plan and coverage tier
Aetna_Rates_Q1_2026.xlsx
Employee census
Employees and dependents, ready to invite
acme_census_2025.csv
Business documents
W-9, articles of incorporation — stored securely, not parsed
Acme_W9_2025.pdf
Ben read 5 documents
Everything from here on is already filled in. Review it — don't retype it.