Turn carrier documents into a proposal your client understands

Planlined is benefit proposal software for employee-benefits brokers and general agencies. Compare plans and model contributions from the carrier’s own documents, then review extracted fields before building your branded benefit proposal.

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7-day free trial with full features

ABC Widgets sample proposal cover — Illustrative workflow · fictional sample data

Illustrative workflow · fictional sample data

Already reading renewals in Claude, ChatGPT or Microsoft Copilot?

Keep doing the analysis there. With your permission, the connector brings the plans and rates into Planlined, where you check them against the carrier’s pages and turn them into a client presentation.

See analysis become a presentation Connect 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.

Review each plan beside its source.

Planlined reads the quotes, SBCs and rate sheets you already have and lays each plan out next to the source PDF. You check the deductible and the premiums against the carrier’s own page before anything goes to the employer.

Check missing benefits and source qualifiers before presenting; enter corrections or additional detail where needed.

From that reviewed case you model employer contributions and build the proposal book. More on how carrier documents are read.

Watch the product walkthrough Watch employee guide creation Explore all features

The Planlined review screen: current, renewal and proposed medical plans in the grid, with the renewal's Summary of Benefits and Coverage open beside them and the group name and contract numbers redacted — Actual review screen · fictional sample data

The carrier packet goes in. The proposal comes out.

The branded proposal carries the plan comparison and program costs you just checked, so the numbers in the employer meeting are the ones you reviewed.

Explore the sample proposal

Employee benefit guideWhat each plan covers and what it takes out of a paycheck.Explore the guide

Client presentationWalk through your recommendation in the meeting.See presentation mode

Program financials page from the Ridgeline Works fictional sample benefit proposal

Ridgeline Works fictional sample benefit proposal cover

Actual export · fictional sample data

What Planlined is

Benefit proposal software for brokers.

Planlined is benefit proposal and employer presentation software for employee-benefits brokers and general-agency service teams in the US group market. You bring the carrier quotes, SBCs, rate sheets and invoices you already have. Planlined reads them into reviewable plan data, compares plans side by side across carriers, models employer contributions and what-if scenarios, and builds the branded proposal, the client presentation and the employee benefit guide from the same case.

You review the extracted values against the source documents before anything reaches the client. Planlined is not a quoting engine, a carrier marketplace or a benefits administration platform: it does not supply rates, run enrollment or process payroll. It launched as BART in 2025.

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

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.

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