What is Lucite?
If you're a group benefits advisor, you know the reality: too much time is lost navigating dense carrier documents. Manually reviewing plan details, extracting key information, and comparing options across PDFs, spreadsheets, and emails isn't just tedious – it's time-consuming and leaves room for costly errors. This administrative burden can limit your capacity to serve clients effectively and grow your practice.
Lucite is an AI platform built specifically to address this challenge. We help benefits advisors and brokers like you automate the most demanding aspects of document processing. Simply upload your carrier documents, and Lucite transforms them into structured data, client-ready insights, and professional presentations in seconds, not hours. This allows you to redirect your valuable time towards strategic advice and strengthening client relationships.
How Lucite Streamlines Your Workflow
📄 Automate Data Extraction: Upload benefits documents – including booklets, contracts, amendments, quotes, renewals, and claims experience reports. Lucite employs advanced OCR and data extraction technology to accurately pull out key details, turning cumbersome PDFs into usable, structured data. Forget manual copy-pasting; let Lucite capture the information you need.
🔍 Generate Insights with AI Search: Lucite doesn't just extract data; it helps you understand it. The platform analyzes the information, generating helpful commentary for client communications. You can easily compare documents side-by-side, track changes year-over-year, or even ask specific questions like, "What are the differences in the dental plan compared to last year?"
📊 Create Client-Ready Deliverables: Move seamlessly from analysis to presentation. Lucite generates polished, branded, and fully editable exports in familiar formats like Excel, Word, and PowerPoint. Download these deliverables to share clear, concise insights directly with your clients, saving significant preparation time.
🔒 Operate with Confidence and Security: Your data's protection and privacy are fundamental. Lucite utilizes robust data encryption and secure handling practices. Importantly, we never train our AI models on your specific user data, and our systems undergo continuous monitoring to maintain security and compliance.
See Lucite in Action: Practical Use Cases
Effortless Renewals: Preparing for a client renewal? Upload the expiring plan documents alongside the new carrier quotes. Lucite quickly extracts the relevant data points, highlights key changes from the previous year, and generates a side-by-side comparison report, drastically reducing manual review time.
Smooth New Client Onboarding: When taking on a new client, you often receive a stack of disparate documents detailing their current benefits. Upload them all to Lucite. The platform organizes the information, providing a clear, structured overview of their existing plans, helping you quickly get up to speed and identify areas for improvement.
Rapid Quote Comparison: You've sourced quotes from multiple carriers for a client. Instead of manually building a comparison spreadsheet, upload the quote documents to Lucite. It standardizes the information, extracting plan designs and costs, allowing you to generate an easy-to-understand comparison for your client presentation in minutes.
Focus on Value, Not Busywork
Lucite is designed to be more than just a productivity tool; it's a way to enhance your firm's capabilities. By automating the time-intensive task of document processing, you free up your team to focus on higher-value activities like client strategy and relationship building. This efficiency allows you to potentially serve more clients with your existing team, improving profitability and demonstrating a commitment to leveraging technology for better service – a clear differentiator in today's market.
More information on Lucite
Top 5 Countries
Traffic Sources
Lucite Alternatives
Load more Alternatives-

-

Cloudsquid: AI-powered document data extraction. Unlock data from PDFs, scans & more. Automate workflows, integrate seamlessly, & boost efficiency.
-

-

Lucidchart uses AI & data to simplify complex processes. Visualize, optimize, and collaborate in real-time for smarter decisions and efficient workflows.
-

