Practice Tools Internal use · Brian Elfand

Elfand Group · Medicare

Practice Tools

One launchpad for the three client-facing document generators. Pick a tool to open it in a new tab.

Tool 01 · Branded 1-Page PDF

Coverage Summary Generator

Branded one-page Medicare coverage summary for new enrollees. Plan cards, cost strip, coverage notes, action items, clickable Schedule-a-Call.

Open /coverage-summary/

Tool 02 · Plan-vs-Plan

Rate Comparison Generator

Side-by-side Medicare Supplement rate sheets. Compare carriers and plan letters for the client review meeting.

Open /rate-comparison/

Tool 03 · 10-Page Deck

Proposal Generator

Full 10-page branded Medicare proposal — parses CSG rate sheets + Part D PDFs and outputs the deck with clickable links.

Open /proposal/

Server

http://localhost:7123

Folder

Elfand Practice Tools/

Start

Start Practice Tools.bat

Stop

Close the server window