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Compare employee benefits in minutes, not days.
Upload carrier files, compare plans side by side, model contribution strategies, and deliver client-ready recommendations.
Why brokers use it
One connected case, from carrier packet to client.
- 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
- First proposal freeNo credit card, cancel anytime
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How it works
Six steps, one case.
- 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.
Start your first proposal, free.
Tell us where to send your setup link and you can start building your first case right away.
Prefer a guided walkthrough?
Explore the full product flow first, then start your first proposal when you are ready.