Frequently asked questions

Planlined connects Claude, ChatGPT and Microsoft Copilot to reviewed benefit cases, branded proposal books and professional client presentations. Analyze carrier documents in your assistant. With your permission, carry the plans, rates, enrollment and plan roles into Planlined. Review the case, then build the branded proposal book, present to the client or export the PDF in Planlined. 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. See the connector and recorded walkthrough

General-agency teams can prepare comparisons and exported proposal materials for retail brokers. Shared case access across separate brokerages, multiple broker brands and network-wide setup require confirmation; the published fictional examples do not demonstrate a GA network rollout.

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, branded benefit proposals, employer 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 review important values against the original files; source-page links can be incomplete.

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.

Extraction coverage varies by file. Validation can flag missing or uncertain values, but flags do not catch every error. Check important rates and benefits against the original; source-page links can be incomplete.

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.

Email support is available at support@planlined.com. Ask the team about setup help and confirm any training or onboarding scope before purchase.

Planlined is designed to work with your existing workflow. Exports include PDF, Excel workbooks, JSON, and hosted benefit guide links. API access, signed webhooks and connectors require workspace permissions and setup. Confirm availability for Employee Navigator, Ease, Salesforce, HubSpot or Google Drive before relying on a connection. See the integrations page for details.