The carrier packet goes in.
The proposal book comes out.
For employee benefits brokers. Planlined reads the SBCs, rate sheets, quotes and invoices you were actually sent into one verified comparison, then into a branded proposal and an employee guide.
No carrier portal. No rate database. No sales call.
No credit card. First proposal free, then $75 a month for up to five seats.
Now walk in with a book, not a spreadsheet
That comparison table starts your case. Every case becomes a designed proposal — cover, program financials, benefit comparisons, multi-year projection, paycheck math and a signature page. Build it with your brand and review it before it goes to the client.
A sample Planlined proposal book: a branded cover page fanned in front of the program financials, medical benefit comparison and per-paycheck deduction pages.
Five chapters you can reorder, no manual formatting, a live preview as you build. Export to PDF or Excel, and publish the guide as a link.
Then hand employees something they’ll actually read
The same case data becomes a designed enrollment guide — plans side by side, eligibility, enrollment steps and contacts. Pick one of five art directions, or drop in the client’s own colors.
Editorial Bold
Modern Clean
Blue Navigator
Modular Blueprint
A clear path from source files to client-ready delivery
Review the data, work the recommendation safely, and deliver materials from one approved case.
Bring In and Verify Plan Data
Bring carrier documents into one case, then review extracted plan details alongside their source files.
▸ Source-verified extractionWork Safely in Scenario Manager
Create a working scenario to test contribution and enrollment choices while keeping the original case intact.
▸ Safe working copyCompare Plans Side-by-Side
Automatically align benefits across carriers. Highlight differences and present options clients can actually understand.
▸ Current / proposed / alternate viewsFrom carrier documents to client proposal in 3 workflow stages
Upload and verify source documents, model the recommendation, then deliver client-ready outputs.
Bring In Carrier Files
Start a case with carrier quotes, SBCs, invoices, or spreadsheets. Planlined brings the source material into one reviewable workspace.
- PDFs, Excel, and Word files supported
- Keep source documents alongside the case
Work the Recommendation
Use Scenario Manager to create a safe working copy, test contribution and enrollment choices, and compare the recommendation with the baseline.
- Preserve the original case while you explore
- Adopt a scenario deliberately when it is ready
Deliver Client-Ready Outputs
Validate key plan fields against their source files, then turn the approved case into the client and employee materials you need.
- Proposal Book, Present Proposal, and Benefit Guide
- One approved case powers every delivery output
More control for the work around the recommendation
Use these focused tools when your case needs deeper analysis, organization, or a different delivery format.
- Source VerificationReview important plan values beside their carrier source files before they inform a recommendation.
- Affordability ModelingUse affordability calculations as an input to your plan analysis and client discussion.
- Benefit GuideCreate branded employee benefit guides with key dates, contacts, FAQs, and enrollment instructions.
- Client MaterialsPrepare a Proposal Book, Present Proposal deck, or Benefit Guide from the approved case.
- Case LibraryFind active and historical cases quickly with cloud sync, favorites, templates, and search.
- Scenario ManagerCreate working scenarios without changing the baseline, then deliberately adopt the recommendation you want to carry forward.
Latest from the Blog
Tips, guides, and best practices for benefits brokers.
How to Analyze Benefit Quotes
Master quote analysis with systematic approaches that save time and reduce errors.
Employee Benefit Guide Template
Create professional employee benefit guides with our step-by-step template.
The Connected Benefit Proposal Workflow
Bring in source files, work the recommendation safely, and deliver client-ready materials.
Simple, transparent pricing
First proposal free. No credit card required.
First proposal
First proposal completely free
- Full feature access
- No credit card required
Professional
/month
- Unlimited proposals
- AI document parsing
- Priority support
Run your next renewal through Planlined
Upload the packet from your next renewal and see the comparison, the book and the guide come out of it.
Upload what the carrier sent. SBCs, rate sheets, quotes and invoices, in PDF, Excel, Word or images.
Nothing to license and nothing to go stale. The numbers in the proposal are the numbers you were quoted.
Works whether or not your carriers are on any platform, for small group through large group.
First proposal free, then $75 a month for up to five people. Public pricing, cancel anytime.
See pricingHow that compares with Plansight, Zywave CPQ, QuoteMap and ThreeFlow: side-by-side comparisons