Time Consuming
Consolidating and formatting reports by hand takes a day or more per client, so it competes with everything else and often gets deprioritized.
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Simple-to-use, consolidated client reporting across claims, Rx, stop loss, and more.
Trusted by leading brokers and consultants
What is Vista
Brokers receive reports from numerous sources: carriers, TPAs, pharmacy, stop loss, and more, all in inconsistent formats and time periods. Vista takes what you have, whether it's a single report or all of them, and turns it into clean, professional, client-facing reporting branded for you. AI and human strategies and insights are layered in, and you can edit every facet before it goes out. What used to take a day or more of manual work now takes minutes. The result is a consistent, client-ready document that positions you as the strategic advisor, not just the messenger.
The problem Vista solves
Consolidating and formatting reports by hand takes a day or more per client, so it competes with everything else and often gets deprioritized.
Every report is built differently depending on who makes it, leaving output that looks inconsistent and rarely matches the polish clients expect.
Carriers, TPAs, pharmacy, and stop loss each arrive in their own format, timeline, and terminology, and reconciling them into one clean view is slow and error-prone.
How it works
Every report is reviewed and backed by a team of benefits experts, with underwriting notes, strategic insights, and recommendations layered in before it reaches your client.
Key Features
Upload multiple carrier and benefits documents at once; Vista adapts to what you provide and layers in prior periods, so every report is consistent and comparable — without requiring every detail upfront.
Structured, presentation-ready outputs delivered in your firm's brand, not a third-party tool's — so every report reinforces your expertise.
Vista layers the employer's historical data with AI to surface what's driving results and recommend where to focus, with an in-report assistant for grounded answers and ready talking points.
Vista parses, consolidates, analyzes, and builds the full assessment in 5–10 minutes — work that used to take a day or more.
Underwriter notes are layered in with detail on cost drivers, high-cost claimants, plan performance, and renewal considerations across the report.
Reports are informed by market data and benchmarks, giving clients unique industry intelligence — how their plan compares and where the market is heading.
And that's just the start. Start for free to see all features.
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Secure, compliant, safe
Upload carrier reports, Rx, stop-loss, and others
See just how quickly Vista simplifies your workflow
Why advisors trust it
Your AI agent
Vista doesn't just build reports. It works alongside you — pulling fresh data, flagging what matters, and drafting what's next.
Pricing
It's the same Vista across every plan — same reporting, same assistant, same dashboards. What changes is how much you use it and how many accounts you run.
For getting started and occasional use.
Full access to Vista at no cost — ideal if you dip in now and then.
Included
No credit card required.
Get started for freeFor regular users.
The same Vista, without usage limits — plus hands-on human support.
For heavy users, adds
For heavy users supporting multiple producers and a full office or offices.
Everything in Paid, scaled for your whole team and book of business.
For teams, adds
For those rolling Vista out nationally, across multiple offices.
Give every employer partner their own branded Vista — centrally managed, with volume pricing.
Everything in Teams, plus
MCP Access
Bring Vista's claims and financial reporting straight into the AI tools your team already uses.
Query a client's claims, high-claimant, and enrollment data directly from your MCP — so you get real, sourced answers, not generic AI slop.
Connect Vista through the AI platforms your team already relies on — no new tools to learn.
Your information is always protected. Enterprise-grade security with data encrypted in transit and at rest.
One platform
FAQ
A done-for-you claims and financial reporting tool that turns a client's benefits and carrier documents into a broker-branded, presentation-ready report.
Benefits brokers and consultants who produce claims and financial reporting for employer clients.
Insights+ benchmarks and rates a plan against peers. Vista reports a specific client's own claims, high-claimant, and enrollment data in a branded financial report.
A client's benefits and carrier documents — several at once. Vista builds from what's provided and adapts to the documents you have.
Yes. Each report includes an AI assistant panel that answers questions about the numbers and provides talking points, grounded in that report.
Medical and pharmacy claims, high claimants, and enrollment, in a structured, broker-branded financial report.
No. Vista generates a structured financial report from source documents and includes report-grounded AI answers — it's reporting and analysis, not file storage.
Right away, and for free. Click 'Get started for free' to create your account and log in.
Done-for-you reports, claims dashboards, and an AI assistant in every report — generated and branded for you and your clients.
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