Feature
Renewal Analysis
Planlined streamlines renewal season with automated year-over-year comparisons, cost driver insights, and market alternative presentations.
Page 1 of 3The program trended forward, with the delta between paths.
What you get
Why Renewal Analysis?
- Year-Over-Year TrackingAutomatically compare current plans against renewal quotes to show rate changes and benefit modifications.
- Cost Driver AnalysisIdentify what's driving premium increases—age banding, claims experience, or carrier pricing.
- Market Alternative ComparisonPresent renewal rates alongside competitive quotes to demonstrate your value and options.
- Trend VisualizationShow clients multi-year cost trends with clear charts and projections.
- Renewal Timeline TrackingNever miss a renewal deadline with automated reminders and milestone tracking.
- Historical Data AccessAccess past proposals and comparisons instantly for informed renewal discussions.
Where this program lands in three years.
Trend the whole program forward and show the multi-period delta between the paths you are proposing — so the renewal conversation is about direction, not just this year's number.
Renewal Season Made Simple
Inputs and outputs
What goes in, what comes out.
You bring
- The current plans and rates, from last year's case or the in-force invoice.
- The carrier's renewal quote or renewal packet.
- Competitive quotes for the market alternatives you want to show.
You get back
- Current plans against the renewal, with rate changes and benefit modifications side by side.
- A multi-year projection page that trends the program forward and shows the delta between paths.
- Program financials in the proposal book PDF and a Projection sheet in the Excel workbook.
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.
When to use it
Where it fits in a renewal.
- Sixty days before renewalLoad the renewal against the current plans for the initial analysis, before alternatives go out to market.
- When alternatives come backSet competitive quotes beside the renewal so the client sees options, not only an increase.
- At the decision meetingShow where the program lands over three plan years under each path, not only this year's number.
What it does not do
- It is not a quoting engine with carrier rate feeds. Renewal and alternative rates come from the documents carriers send you.
- It does not export PowerPoint. The renewal story is presented live from the case or delivered as the proposal book PDF.
Renewal analysis questions
What does renewal analysis compare?
Current plans against the renewal quote, including rate changes and benefit modifications, and the renewal against competitive market alternatives.
Can I show a client a multi-year view of the renewal?
Yes. The proposal book's multi-year projection page trends the whole program forward and shows the difference between the paths you propose.
Where do last year's numbers come from?
From your case library. Past proposals and comparisons stay available, so the renewal starts from plans you already verified.
Run your next renewal through Planlined.
Upload the carrier packet. Walk out with the comparison, the proposal book and the employee guide.