Template
Carrier quoting spreadsheet template.
The layout for a carrier quoting spreadsheet: set up the columns below in Excel or Google Sheets to track submissions, and download the free comparison workbook to line up rates by tier.
Columns to include
Client Information
- • Company name
- • Industry/SIC code
- • Employee count
- • Effective date
- • Current carrier
- • Renewal date
Census Summary
- • Total employees
- • Enrolled count
- • Age bands breakdown
- • Tier distribution
- • Geographic spread
- • Participation rate
Quote Tracking
- • Carrier name
- • Submission date
- • Quote received date
- • Status
- • Contact name
- • Follow-up date
Rate Comparison
- • Plan name
- • Monthly premium (EE only)
- • Monthly premium (family)
- • Rate change vs current
- • Network type
- • Deductibles/OOP max
Quoting workflow
Gather Census
Collect and validate employee census data from client
Submit to Carriers
Send RFP/census to multiple carriers simultaneously
Track Responses
Log quote status, follow up on outstanding submissions
Normalize Data
Standardize quote formats for apples-to-apples comparison
Present Options
Create client-ready comparison with recommendations
Built for carrier quote review
Track the quotes included in your case with a flexible template
Common quoting challenges
Scattered Information
Quotes buried in emails, different formats from each carrier, no central tracking.
Missed Follow-Ups
No system to track outstanding quotes, carriers slip through cracks.
Inconsistent Comparison
Hard to compare apples-to-apples when formats differ.
Time-Consuming Setup
Recreating tracking sheets for every new case.
Go beyond spreadsheets.
Planlined automates the entire quoting workflow—from document parsing to carrier comparison to client-ready proposals.