Solutions
Benefits software solutions for brokers.
Planlined is benefit proposal and employer presentation software for employee-benefits brokers and general-agency service teams. It turns carrier quotes, SBCs, invoices and rate sheets into branded benefit proposals and employer presentations, with plan comparisons, contribution modeling and employee benefit guides in the same workflow. Start from the job you are doing today, or follow a renewal from the carrier packet to the enrollment guide.
By job to be done
Start with the problem on your desk.
Choose the comparison, proposal or SBC workflow for your brokerage, or explore how a general-agency team can prepare materials for retail brokers.
- Benefits broker software category guideCompare quoting, placement, proposals, benefits administration and agency management, with vendor sources and questions for your next demo.
- AI analysis to client proposalConnect Claude, ChatGPT or Microsoft Copilot, carry reviewed benefits data into a case, and prepare the branded proposal. Setup depends on assistant plan and workspace access.
- For general agenciesPrepare benefits comparisons and proposal materials for the retail brokers you support, with clear handoff and workspace setup questions.
- Benefit comparison softwareSide-by-side comparisons of current, proposed and alternate plans, with contribution modeling on the same case.
- Benefit proposal template and exampleThe seven sections a benefit proposal needs, with a free PDF template, then the same structure built from one case in Planlined. 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.
- SBC comparison toolRead Summary of Benefits and Coverage PDFs into a reviewable side-by-side table.
- Employee benefit guide generatorBuild open enrollment materials from the approved plan comparison, with employee costs, enrollment dates and contacts to review before sharing.
Intake
Get the carrier paperwork into one case.
Planlined works from the quotes, SBCs, rate sheets, invoices and renewal packets you already have. It is not a quoting engine with carrier rate feeds.
- Carrier quote PDF parsingPurpose-built readers for named carriers and a general reader for the rest, with extracted values to review against the original document; source-page links may be unresolved.
- Quote and invoice analysisRates by tier, plan details and enrollment counts from renewal quotes, new business proposals and monthly invoices.
- Case libraryActive and historical cases in one searchable, cloud-synced list, with favorites and templates.
Analysis
Work out the recommendation.
Everything below runs on the verified case, so the numbers you model are the numbers the carrier quoted.
- Side-by-side benefit quote comparisonCurrent, proposed and alternate plans across medical, dental, vision, life and disability.
- Renewal analysisCurrent plans against the renewal and market alternatives, with a multi-year projection.
- Contribution modelingEmployer and employee cost by tier under flat dollar, percentage, tiered, composite, age-banded or custom structures.
- Scenario modelingTest changes in a working copy of the case and adopt only the option you choose.
- ACA compliance modelerAffordability against IRS thresholds and potential 4980H(b) penalty exposure.
- Benefits invoice reconciliationInvoice lines matched to the census and plan rates, with discrepancies flagged for review.
- Rate negotiation analysisPrepare carrier and client rate discussions from comparisons and projections.
Delivery
Hand it to the client and to employees.
Every deliverable comes from the same case, so the figure on the committee's page matches the one on the employee's phone.
- Proposal book exportA designed book as PDF and Excel: financials, benefit comparison, projection, strategy and paycheck math.
- Client presentation modeRun the renewal meeting from the case, with private speaker notes and no slide file to rebuild.
- Employee benefit guide generatorAn enrollment guide as a PDF or a hosted link, in English or Español.
- Proposal bookOne recommendation delivered as a book, a presentation or a guide.
- Client sharing and deliverySecure links, proposal exports and live presentations from one case.
Before you upload anything
The Planlined product facts page lists what Planlined reads, produces and costs on one page. File types, exports, the REST API and connectors are on integrations, exports and API. Where uploaded census files and quotes are stored and who can see them is on security and data handling, and common setup and billing questions are answered in the Planlined FAQ.
Run your next renewal through Planlined.
Upload the carrier packet. Walk out with the comparison, the proposal book and the employee guide.