Pricing
First proposal free. Then one plan.
Choose the plan that fits your brokerage. Scale as you grow. No hidden fees, no surprises.
Save $156/yr
Professional
$75/mo
Billed monthly. Switch to yearly and save $156.
For brokerages running renewals every month.
- Unlimited proposals
- Document parsing with review against the source page
- Automated parsing and validation
- Contribution modeling, five or more structures
- Branded PDF and Excel exports
- Priority email support
Enterprise
Custom
Volume pricing available.
For large agencies with advanced needs.
- Everything in Professional
- Unlimited team members
- Dedicated success manager
- SSO and audit logs
- Custom integrations and API
- Priority phone support and SLA
$0
To start
$75
A month, monthly
$62
A month, billed yearly
17%
Annual saving
- Cancel anytimeNo contracts, no notice period.
- Secure paymentsCard billing through Stripe.
- Featured on Product Hunt
- Built for brokersFor the renewal work you already do.
Plans compared
What each plan includes.
- Proposals per monthProfessionalUnlimitedEnterpriseUnlimited
- Team membersProfessionalUp to 5EnterpriseUnlimited
- AI Document ParsingProfessionalYesEnterpriseYes
- Contribution modelingProfessionalYesEnterpriseYes
- Branded exportsProfessionalYesEnterpriseYes
- Email supportProfessionalPriorityEnterprisePriority + Phone
- Dedicated success managerProfessionalNoEnterpriseYes
- SSO & audit logsProfessionalNoEnterpriseYes
- Custom integrations & APIProfessionalNoEnterpriseYes
Pricing FAQ
Common questions about pricing.
- Can I cancel anytime?
- Yes! There are no long-term contracts. You can cancel your subscription at any time from your account settings. If you cancel, you'll continue to have access until the end of your current billing period.
- What payment methods do you accept?
- We accept all major credit cards (Visa, Mastercard, American Express, Discover) through our secure payment processor, Stripe. All payments are encrypted and secure.
- Do you offer refunds?
- We offer a satisfaction guarantee. If you're not happy within the first 30 days, contact us and we'll issue a full refund, no questions asked.
- Can I change plans later?
- Absolutely! You can upgrade to Enterprise or switch between monthly and annual billing at any time. Changes take effect immediately, and we'll prorate any charges.
- What happens after my first free proposal?
- After your first free proposal, you'll need to select a paid plan to continue creating proposals. Your free proposal data will remain accessible, and you can continue where you left off.
- Do you offer discounts for annual plans?
- Yes! Annual plans save you 17% compared to paying monthly. That's $156 in savings per year on the Professional plan.
Run your next renewal through Planlined.
Your first proposal is free. Upload the carrier packet and walk out with the comparison, the proposal book and the employee guide.