01 · Intake & verification
Turn carrier files into a case you can trust.
Bring in the packet, organize the files, and review the plan data alongside the source documents before it drives a recommendation.
Explore document parsing
The connected workflow
Planlined product tour: the carrier packet is just the beginning.
Planlined keeps intake, recommendation and delivery connected, so the client-facing work comes from the case you actually reviewed.
For what has been demonstrated and what still needs review, see the capability and evidence table.
A better handoff between steps
Start with evidence. End with a decision.
The work stays tied to the same case as it moves from source documents to a recommendation.
02 · Recommendation
Model the recommendation before you commit it.
Use Scenario Manager to create a safe working copy, compare contribution and enrollment choices, then deliberately adopt the path that should move forward.
Explore Scenario Manager
One selected case, three audiences
Deliver the recommendation in the room, after the meeting, and to employees.
Proposal Book
A designed, client-ready recommendation with financials, plan comparisons, projections, and paycheck math.
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Present Proposal
Run the client meeting from the selected case with a focused, presenter-friendly story.
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Benefit Guide
Give employees a clear, branded companion for understanding the benefits they can choose.
Learn moreInputs and outputs
What goes in, what comes out.
You bring
- The renewal packet as the carrier sent it: quotes, SBCs, rate sheets and invoices, in PDF, Excel, CSV, Word, PowerPoint or image form.
- A census file, for enrollment by tier.
- Your agency branding, and the employer's logo and enrollment dates for the guide.
You get back
- A reviewable case; check extracted values against the original document and resolve missing or incomplete fields.
- A side-by-side comparison, contribution scenarios and a multi-year projection.
- A proposal book as PDF and Excel, a live client presentation, and an employee benefit guide as a PDF and a hosted link.
Every accepted file type and export format is listed on the integrations, exports and API page, and the one-page summary of what Planlined is and is not lives on Planlined product facts.
What it does not do
- Planlined is not a quoting engine with carrier rate feeds: the tour starts from quotes you already have.
- It is not a benefits administration or enrollment system, and it is not a CRM.
- It does not produce PowerPoint or Word files; meetings run from the case and the leave-behind is the proposal book PDF.
Product tour questions
Can I run this workflow on my own renewal packet?
Yes. 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. Use your own carrier packet to review the workflow and outputs.
Which lines of coverage does the workflow handle?
Medical, dental, vision, life, and short- and long-term disability, all in one case.
What happens to values Planlined is unsure about?
Review flagged values against the original document before they drive a recommendation. Flags and source-page links may be incomplete; the published sample records unresolved source locations.
Ready to take the next renewal all the way through?
Start a case, verify the data, and build the work your client will actually see.
Prefer to see it with a person? Book a walkthrough