Frequently Asked Questions

Planlined uses existing libraries to automatically extract benefit data from PDFs and Excel files. Upload carrier rate sheets, SBCs, benefit summaries, or census files, and Planlined instantly reads deductibles, copays, premiums, and other plan details—no manual typing required.

Absolutely! Planlined is built specifically to automate benefit comparison across unlimited carriers and plan types. Upload PDFs or Excel files from different carriers, and Planlined automatically normalizes the data into side-by-side comparisons—perfect for presenting renewal vs. alternative options to clients.

Yes! Planlined is the most comprehensive benefit proposal tool designed specifically for benefits brokers. It handles everything from automated PDF/Excel data extraction to contribution modeling, side-by-side plan comparisons, and branded proposal exports—all in one platform.

You can create your first proposal in under 20 minutes. Simply sign in, upload your documents, and Planlined handles the rest. Most brokers are fully productive within their first day.

Yes! Planlined can parse your existing census files, invoices, benefit summaries, and carrier quotes. Upload your documents and our benefit proposal parser will extract and standardize the data automatically.

Planlined supports PDF, Excel (.xlsx, .xls), CSV, Word documents (.docx), and most image formats (PNG, JPG). Our Google DocAI integration can extract data from virtually any carrier format.

Yes! We offer free benefit comparison templates for Excel and PDF. Download them from our resources page to get started manually, or use Planlined to automate the entire process with AI-powered parsing and real-time calculations.

Planlined is designed for high-confidence extraction on standard carrier PDFs and Excel files, with built-in validation that flags uncertain or missing values. You can review and correct flagged fields before finalizing proposals.

Absolutely! Planlined allows you to add your agency logo, colors, and contact information to all proposals. Export as interactive HTML or branded PDF that matches your agency's look and feel.

Yes! Every Professional plan includes email support and access to our comprehensive help documentation. Enterprise plans get dedicated onboarding, training sessions, and a success manager.

Planlined is designed to work with your existing workflow. Exports include PDF, Excel workbooks, JSON, and hosted benefit guide links. Enterprise plans add a REST API, signed webhooks, and connectors for Employee Navigator, Ease, Salesforce, HubSpot and Google Drive. See the integrations page for the full list.