Everything brokers ask about Planlined: features, setup, billing and security.
FAQ
Questions brokers ask before their first proposal
Planlined extracts supported benefit fields from carrier PDFs and Excel files into a reviewable case. Deductibles, copays, premiums, and other plan details stay beside their source so you can confirm or correct them before using them in a proposal.
Yes. Add quotes or rate sheets from multiple carriers to one case, review the extracted values, and compare the confirmed plans side by side for renewal and alternative-plan discussions.
Yes. Planlined is purpose-built for employee-benefits brokers. It connects carrier-file intake and source review with contribution modeling, side-by-side comparisons, proposal books, presentations, and employee benefit guides.
You can start your first proposal without a sales call or onboarding project. Completion time depends on the number and complexity of the carrier files and on any fields that need review.
Yes. Upload existing census files, invoices, benefit summaries, and carrier quotes to a case. Planlined extracts supported data for review and normalization before it is used in comparisons or client materials.
Planlined accepts PDF, Excel (.xlsx, .xlsm, .xls), CSV, Word (.docx), PowerPoint (.pptx), and PNG or JPG files. Extraction coverage varies by document structure, so important values remain available for source-side review.
Yes. The resources library includes downloadable Excel and PDF benefit-comparison templates with no email gate. You can use them manually or bring the same carrier material into a Planlined case for source review and modeling.
Planlined is designed for high-confidence extraction on standard carrier PDFs and Excel files, with built-in validation that flags uncertain or missing values. You can review and correct flagged fields before finalizing proposals.
Absolutely! Planlined allows you to add your agency logo, colors, and contact information to all proposals. Export as interactive HTML or branded PDF that matches your agency's look and feel.
Yes! Every Professional plan includes email support and access to our comprehensive help documentation. Enterprise plans get dedicated onboarding, training sessions, and a success manager.
Planlined is designed to work with your existing workflow. Exports include PDF, Excel workbooks, JSON, and hosted benefit guide links. Enterprise plans add a REST API, signed webhooks, and connectors for Employee Navigator, Ease, Salesforce, HubSpot and Google Drive. See the integrations page for the full list.
Still have a question?
Start a case with your own carrier packet and see the answer in your data, or write to support@planlined.com.