Compare employee benefits from reviewed carrier files.

• Move fasterGo from raw carrier documents to structured comparisons in one connected workflow.
• Reduce spreadsheet riskVerify extracted fields against source files and keep calculations centralized in one case.
• Deliver with confidencePublish proposal books, run presentation mode, and share employee-facing guides from the same data.

• Quick Case Creator intakeCarrier files in, structured plans out
• Current vs proposed modelingContribution strategies side by side
• Client-ready deliveryProposal book, presentation, employee guide
• 7-day free trialFull features

• Step 1Upload carrier filesDrop in SBCs, quotes, and spreadsheets. Planlined classifies and parses them into structured plan data.
• Step 2Verify against the sourceReview extracted fields next to the original document and correct anything before client review.
• Step 3Model contributionsAdjust employer and employee splits and test what-if scenarios while keeping your baseline recommendation intact.
• Step 4Compare current vs proposedLine up plans side by side so deductibles, copays, and premiums are visible in one view.
• Step 5Publish the recommendationGenerate proposal books, presentation mode views, and employee-facing guides from the same case.
• Step 6Share and finalizeSend secure links and walk stakeholders through the recommendation with a single source of truth.

• Documents you uploadCarrier quotes, SBCs, rate sheets, invoices and renewal packets as PDF, Excel, CSV, Word, PowerPoint or PNG and JPG images.
• Lines of coverageMedical, dental, vision, life, and short- and long-term disability.
• What it producesA proposal book as PDF and Excel with plan comparison, contribution scenarios and multi-year projection, plus invoice reconciliation and a live in-app presentation.
• For the employeesAn employee benefit guide as a PDF and a hosted link, carrying per-paycheck deduction figures.
• Getting data outCase data as JSON or CSV, or through the REST API. Connectors for Employee Navigator, Ease, Salesforce, HubSpot and Google Drive are available per workspace on Enterprise plans.
• What it costsStart 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 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.

• Not a quoting engineThere are no carrier rate feeds. Planlined works from the quotes you already received, which means nothing happens until you upload them.
• Not benefits administrationIt does not run enrollment or store employee elections. It produces the proposal and the guide; your ben-admin system handles enrollment.
• Not a CRMIt holds benefit cases, not contacts or a sales pipeline. Salesforce and HubSpot connectors are available per workspace on Enterprise plans.
• Not a rubber stampExtraction flags values it is unsure about and shows them beside the page they came from, so reviewing before a case reaches a client is part of the workflow.

The full inventory of inputs, outputs, supported carriers and integrations lives on product facts.