Automate Employee Benefit Guide Creation at Scale

The Modern Way for Brokers to Deliver Detailed and Fully Branded Employee Benefit Guides—In Minutes

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Trusted by leading insurers worldwide

Eliminate Manual Work, Accelerate Delivery, and Impress Your Clients

Employee benefit guide creation is a critical—but often painful—process for insurance brokers. Gathering source documents, normalizing plan details, customizing for every employer group, and applying unique branding can take hours per guide and slow down your open enrollment season.

Feathery automates the entire workflow, letting your team instantly generate beautiful, compliant, and fully customized employee benefit guides for every group, regardless of document source, format, or complexity.

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Why Leading Brokers Rely on Feathery

Stop Manual Data Entry: Upload any carrier plan summary, rate sheet, or legacy guide—Feathery’s AI extracts every detail, standardizes language, and fills your branded templates.
Deliver Fast, Wow Clients: Generate benefit guides in PowerPoint, Word, or PDF—ready to edit or send, in minutes, not days.
Support Every Group, Instantly: Scale up to hundreds or thousands of guides per year without adding headcount.
Comparisons: Compare different plan options side-by-side to make the best recommendation for the client

Key Features

Universal Document Extraction

Upload plan summaries, SBCs, PDFs, or Excel sheets—Feathery’s AI reads, maps, and normalizes data from any source or carrier format.

Branded, Editable Outputs

Create and update PowerPoint, Word, or PDF guides. Apply conditional logic to show or hide sections by plan, region, or client need. All outputs are fully editable for last-minute changes.

Theme Management for Every Group

Save themes for each group or client. Instantly update colors, fonts (Google Fonts & custom uploads), logos, and more—no designer needed.

Dynamic Content & Compliance

Use rules and conditions to include (or exclude) specific benefits, legal language, or disclosures—no manual text deletion.

Multi-Language, One-Click Translation

Generate guides in Spanish or any other language. Built-in translation (with review workflows) drastically reduces turnaround time.

Embed Videos, QR Codes & Links

Modernize your guides by embedding explainer videos, links, or QR codes in the right section for a digital-first experience.

Seamless Integration

Pull in client, group, or plan data from Salesforce, Zywave, or any system with an API—or just upload a CSV or intake form for instant mapping.

Version Control & History

Duplicate guides, update plans, or create regional versions—all without losing track of your documents.

How It Works

Prioritize submissions for Adjusters to review based on any criteria such as loss amount, line of business and more

“With Feathery, our team can now generate hundreds of customized, on-brand benefit guides every week—without hours of manual work. Clients are delighted, and our team can focus on higher-value tasks.”

— Communications Director, National Broker