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Pricing

Try the workflow. Choose the access you need.

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.

Professional

$75/month

Or $744 a year ($62/month billed annually).

For brokers preparing comparisons and client materials.

Start your free trial

7-day free trial with full features

Questions before you start? Book a walkthrough

Enterprise workspace

Discuss access

Confirm scope and terms before purchase.

For teams that need a configured shared workspace.

  • Proposal workflow with shared workspace access
  • Workspace members and role permissions
  • Case and plan sharing within the workspace
  • API permissions and signed webhooks
  • Connector availability confirmed per workspace
  • Support scope agreed before purchase

Professional is $75 per month or $744 per year ($62 per month billed annually), with 250 AI credits per month. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team.

Set up the workspace and member roles for your team. Unlimited cases and exports do not remove the monthly AI allowance.

AI assistant connector

From AI analysis to professional client presentations.

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, setup and recorded walkthrough

Plans compared

Proposal tools and workspace configuration.

Inspect a completed fictional case in the sample benefit proposal, or how this price compares with other tools in the cheapest benefit proposal software.

  • Case creation and exports
    ProfessionalUnlimited cases and exports
    Enterprise workspaceConfigured workspace access
  • Document parsing
    Professional250 AI credits per month
    Enterprise workspaceAllowance confirmed for the workspace
  • Contribution modeling
    ProfessionalEmployer and employee cost scenarios
    Enterprise workspaceSame modeling workflow
  • PDF and Excel deliverables
    ProfessionalProposal and financial exports
    Enterprise workspaceSame export workflow
  • API and connectors
    ProfessionalConfirm access before use
    Enterprise workspacePermissions and setup required
  • Support
    ProfessionalEmail support
    Enterprise workspaceScope agreed before purchase

Questions about access and billing

Can I connect Claude, ChatGPT or Copilot to create client presentations?

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.

What does the free trial include?

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 documents to check extraction, comparison and available exports. Review important values against the originals.

How long is the free trial?

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.

What does Professional cost?

Professional is $75 per month or $744 per year ($62 per month billed annually), with 250 AI credits per month. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team.

Is Professional priced per workspace or per seat?

The published Professional price covers one workspace. The 250 monthly AI credits are shared across that workspace.

Does unlimited proposal creation include unlimited AI processing?

No. Paid case creation and exports are unlimited, but AI processing has a separate allowance. Professional includes one monthly pool of 250 AI credits. Check your account for usage and reset information.

How do I cancel or change billing?

Email support@planlined.com for help with cancellation or a billing change. Ask the team to confirm the effective date, access through the paid period and any charges before the change is made.

What is included in an Enterprise arrangement?

Team access, API permissions and connector setup depend on your workspace. Confirm the access and configuration you need before relying on a connection. Confirm the scope and support terms in writing before purchase.

How are payments handled?

Card billing is handled by Stripe. Check checkout for the price, billing interval and payment methods available for your subscription.

Run your next renewal through Planlined.

Upload the carrier packet, review the values and prepare a comparison. Try the full workflow during your 7-day free trial.

7-day free trial with full features

Book a demo