Zero-Touch RFP Intake
Brokers email RFPs directly. Threshold auto-parses the submission, creates the case, and routes it — no manual entry required.
Automated Census Extraction
ZIP, CSV, and XLSX census files are parsed automatically — member data extracted, validated, and structured without manual re-keying.
Multi-Carrier Quoting
Build N-tier network blends and generate quotes across multiple carriers from a single workflow — no toggling between systems.
OFAC Sanctions Screening
Every case is automatically screened against OFAC sanctions lists as part of the standard intake flow — compliance built in, not bolted on.
Network Heat Maps & PPO Analysis
Visualize network density and model PPO savings across geographies — giving underwriters the data to make better network decisions faster.
Carrier, Broker & Vendor Portals
Dedicated portals give each stakeholder role-appropriate visibility and access — no more status calls, no more email chains asking "where are we?"
UW Workflow & Codex
A full underwriting workflow with decision codex — every action logged, every decision traceable, every case fully auditable from intake to bind.
Document Security & Reference Library
Centralized, permission-controlled document management with a built-in reference library — secure access for the right people at the right time.
PPO Discount Report
Generate a detailed savings report for any group — ZIP3-level discount data, ISL-band breakdowns, and network comparison across carriers, ready to deliver to the broker.
Disruption Analysis
Model the impact of a network change on any group's membership — provider overlap, out-of-network exposure, and member-level disruption scores before the quote is bound.
TPA Registry
A live registry of 195+ third-party administrators with network access maps, contact records, and fuzzy-match deduplication — always current, always searchable.
Plan Design Extraction
Threshold Extracts deductibles, out-of-pocket limits, coinsurance, and plan type from benefit PDFs deductibles, out-of-pocket limits, coinsurance, and plan type from PDFs without manual transcription.
Proposal Generation & Delivery
Build multi-carrier quote proposals and deliver them directly to the broker from inside Threshold — formatted, tracked, and logged to the case codex automatically.
Duplicate Detection & SIC Lookup
Automatically flags duplicate RFP submissions before a case is created, and resolves SIC industry codes on intake — clean data from the first moment, not the last.