Data Organization Software Anyone?

Sounds not unlike a small intranet portal. Or is a browser based UI not acceptable?

And I'm not sure you really want this. Rather than typing infertility and seeing the competitors' entire plans, wouldn't you want something more like an executive summary: Our plan A will pay up to $10000 for up to three attempts; our plan a costs $400/mo. Our plan B will pay up to $8000 for up to two attempts; our plan a costs $200/mo. Competitor X's plan A will pay up to $12000 for four attempts; it costs $500/mo And an ability to search or rank plans on these criteria? E.g., we're in marketing, so find all competitor's plans than cost more and provide less coverage for condition Y (so we can issue a press release); find all competitor's plans that cost less and provide more for condition Y (so we can find other scary conditions for which they provide less coverage than we do, and tell potential customers, "sure, Competitor X will cover infertility a bit better than we will, but if you get a flesh-eating necrotizing fasciitis, they won't provide jack!")

I used to sell this stuff - it's a document management system you want. It usually includes the ability to index records, built-in permissions and security, lots of easy view and search customization and presets, OCR abilities, highlighting, electronic notes and redaction. Documents can be imported (electronic) or scanned (paper). Google 'document management' and you'll get a zillion replies. I'm partial to http://www.laserfiche.com/ solutions myself, as I used to sell them and found that my clients always found them to be reliable and reasonably priced.

This is a great question! Are there any open source alternatives to Laserfiche?

The basic deal with document management is that it is a lot more complicated than most people ever give it credit for until they fail. Systems like Laserfiche are built with lots of compliance issues in mind - HIPAA, Sarbanes Oxley, etc etc etc - they are very good at what they do, and make it very easy for admins and end users, while also being robust, flexible and secure. A document repository should be proven bulletproof - period. Open source? Sure. you could accomplish everything you need functionally (finding stuff) with a copy of google desktop, or any number of applications. If a team of users uses it every day in a professional environment, however, buy is cheaper and more efficient than build the majority of the time. A big part of that also has to do with the local VAR that will install it - their expertise alone usually proves invaluable, as document management/document imaging should be their core focus. Hope this helps.