For benefits brokers & general agencies
Turn carrier quotes into
a proposal you can explain.
Compare plans, model employer contributions, and show employee paycheck costs in one branded benefit proposal.
7-day free trial with full features
- 01Carrier packet
- 02Broker review
- 03Client proposal
- 01Carrier packet
SBCs, rate sheets and carrier quotes received from the carrier.
- 02Broker review
Review current, proposed and alternate plan benefits and rates against the source documents.
- 03Client proposal
Build a branded proposal with program financials for the client meeting.
Built for your side of the work
A clearer handoff.
A stronger recommendation.
One verified case. Everything a renewal needs.
- Verified comparisonReview extracted plan values against the original carrier files. Source links and fields can be incomplete.
- Scenario managerTest contribution and enrollment choices in a safe working copy. Adopt the one that is ready.
- Benefit proposalsBranded proposals for the employer meeting: financials, benefits, contribution scenarios and recommendations.
- Employee benefit guidePlans, eligibility and enrollment steps employees will actually read. Publish as a PDF or a link.
Page 1 of 10Every line of coverage, current against proposed and alternate, with the employer and employee split.
A benefit proposal ready for the employer meeting.
Build a branded benefit proposal from the approved case. Choose the financials, benefits, contribution scenarios and recommendations for your employer presentation. Preview updates live as you pick.
Built with your brand, reviewed before it goes to the client. Export to PDF or Excel, or publish the guide as a link.
See the benefit proposalInspect a fictional sample proposal, its inputs and payroll calculations.
Then hand employees something they’ll actually read.
The same case becomes a designed enrollment guide: plans side by side, eligibility, enrollment steps, contacts. Eight designer themes, or the client’s own colors. Employees can compare plans anywhere; only you can hand them the ones their employer actually picked.
Editorial Bold
Modern Clean
Blue Navigator
Modular Blueprint
From carrier documents to client proposal in three stages.
Bring in and verify the source documents, work the recommendation, then deliver the client and employee materials.
- Stage 1
Bring in the carrier files
Start a case with carrier quotes, SBCs, invoices or spreadsheets. Planlined reads them into one reviewable workspace and lets you check extracted values against the original document. Source-page links may be unresolved.
- PDF, Excel, Word and image files
- Likely-incorrect values flagged before you approve them
Page 1 of 6SBCs, quotes, rate sheets, census files. PDF, Excel, Word or CSV.
- Stage 2
Work the recommendation
Set the employer contribution model, compare current, renewal and proposed by tier, and test alternatives in a working scenario without touching the baseline.
- Contribution and enrollment choices by tier
- Adopt a scenario deliberately when it is ready
- Stage 3
Deliver client-ready materials
The approved case becomes the branded benefit proposal, the employer presentation and the employee guide, in your brand, reviewed before it goes out.
- Proposal book, Present Proposal and Benefit Guide
- One approved case powers every delivery output
Claude & ChatGPT connections
Start in chat.
Review in Planlined.
Connect Claude or ChatGPT, attach your carrier documents, and ask: Create a Planlined case from these.
The plans wait in Quick Case Creator for you to check and accept before they become part of a case.
Setup instructions cover each assistant. Access depends on your AI plan and workspace permissions.
More control for the work around the recommendation.
The analysis a comparison tool never does: what the employer pays, what renewal really moved, and what the rate should have been.
- Source verificationReview important plan values beside their carrier source files before they inform a recommendation.
- Affordability modelingUse affordability calculations as an input to your plan analysis and client discussion.
- Quote and invoice analysisExtract rates from carrier quotes and invoices, then see what the renewal really moved.
- Renewal analysisYear-over-year rate movement, by plan and by tier, with the source figures kept beside it.
- Case libraryFind active and historical cases quickly with cloud sync, favorites, templates and search.
- Present proposalRun the client meeting from the approved case, one slide per decision.
Start with a free trial.
Professional is $75/month or $744/year, with up to five seats and 250 AI credits per month.
Full pricing and what is included- Free trial · $0Start 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.
- Professional · $75/monthProfessional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team.
- Encrypted in transit and at restTLS, S3 server-side encryption
- Verify against the sourceCheck values against the original
- 7-day free trialFull features
- Email supportAsk about setup and billing
Run your next renewal through Planlined.
Upload the packet from your next renewal and watch the comparison, the book and the guide come out of it.
Prefer to see it with a person? Book a walkthrough
Upload what the carrier sent. SBCs, rate sheets, quotes and invoices, in PDF, Excel, Word or images.
Nothing to license and nothing to go stale. The numbers in the proposal are the numbers you were quoted.
Works whether or not your carriers are on any platform, for small group through large group.
Full features for 7 days.
How that compares with Plansight, Zywave CPQ, QuoteMap and ThreeFlow: side-by-side comparisons. Public pricing on the pricing page, and every file type and export on integrations.