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For benefits brokers & general agencies

Turn Carrier Documents Into a Proposal Your Client Understands

Compare plans, model employer and employee costs, and build a branded benefit proposal from one reviewed case.

Start your free trial Explore the sample case

7-day free trial with full features

  1. 01Carrier packet
  2. 02Broker review
  3. 03Client proposal
ABC Widgets sample proposal cover
Example client proposal
Current program
$635,487
Proposed program
$623,501
Annual premium · fictional sample
View the full sample proposal
  1. 01Carrier packet

    SBCs, rate sheets and carrier quotes received from the carrier.

  2. 02Broker review

    Review current, proposed and alternate plan benefits and rates against the source documents.

  3. 03Client proposal

    Build a branded proposal with program financials for the client meeting.

Illustrative workflow · fictional sample data

AI assistant connector

From AI analysis
to the client meeting.

Bring your analysis into Planlined. Leave with a proposal you can present.

ClaudeChatGPTMicrosoft Copilot

  1. 01

    Analyze in your assistant

    Start with your carrier documents in Claude, ChatGPT or Copilot.

  2. 02

    Review in Planlined

    With your permission, bring in the plans and rates. Check them against the source.

  3. 03

    Present to your client

    Build a branded proposal or client presentation. Export the PDF when you’re ready.

See analysis become a presentationConnect your assistant
Supported plans and workspace access

Claude Free, Pro, Max, Team and Enterprise, ChatGPT Business, Enterprise and Edu, and Microsoft Copilot through Copilot Studio are supported. Assistant plan eligibility and workspace permissions apply.

How it works

Your recommendation. Checked and ready.

  1. 01

    Check the source

    Review extracted benefits and rates beside the original carrier files.

  2. 02

    Compare your options

    Model employer contributions and employee costs before you recommend.

  3. 03

    Build the proposal

    Use the reviewed case for your proposal, presentation and employee guide.

Watch the product walkthroughExplore all features

Work with the carrier documents you already have. Compare the alternatives.

Client-ready materials

Make the recommendation easy to understand.

Put plan comparisons, program costs and contribution scenarios in a branded proposal for the employer meeting.

Explore the sample proposal
Employee benefit guidePlan details, paycheck costs and enrollment steps.Explore the guide Client presentationWalk through your recommendation in the meeting.See presentation mode
Ridgeline Works fictional sample benefit proposal cover

Actual export · fictional sample data

Simple pricing

Try your next renewal.

Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first.

$75/month

Or $744/year ($62/month billed annually).

250 AI credits per month. Unlimited paid cases and exports.

Full pricing and what is included

Run your next renewal through Planlined.

Bring a real carrier packet. Review the numbers and build a proposal for your next client meeting.

Book a demo

Prefer to see it with a person? Book a walkthrough