Built Around the Real Broker Workflow
From Quick Case Creator intake to client and employee delivery, these pages map to the connected work brokers can use in the app right now.
Copy/Paste Images Directly Into Comparisons
Paste screenshots or images directly into your comparison. Planlined captures plan details for review in the normalized table, reducing the need to retype them.
- Paste from clipboard or upload images
- Review captured plan attributes beside their source
- Auto-maps into the side-by-side layout
Explore Core Workflow Features
These are the features brokers use today from document intake through client delivery.
Document Parsing
Upload carrier files and extract structured plan data with source-side verification.
Learn moreScenario Manager
Create a safe working copy, compare strategies, and deliberately adopt the recommendation that moves forward.
Learn moreProposal Book
Generate a designed proposal book with financials, comparisons, strategy, and sign-off pages.
Learn morePresent Proposal
Run the client meeting from the selected case with a focused, presenter-friendly story.
Learn moreBenefit Guide
Create the employee-facing companion from the same recommendation and plan data.
Learn morePlan Comparison
Align current, proposed, and alternate plans side by side for client-ready review.
Learn moreContribution Modeling
Model employer and employee cost splits, HSA/HRA setups, and affordability checks.
Learn moreQuote & Invoice Analysis
Parse renewal quotes and invoices into normalized rates, enrollments, and plan details.
Learn moreCase Library
Keep active and historical cases searchable, cloud-synced, and ready for reuse.
Learn moreDetails That Keep the Case Reviewable
Use these supporting capabilities to confirm source data, prepare client materials, and check affordability before delivery.
Source Review
Keep the original carrier material available while you confirm the plan values that matter.
Learn moreClient Materials
Prepare a Proposal Book, Present Proposal deck, or Benefit Guide from the approved case.
Learn moreAffordability Checks
Use affordability calculations as one input to a reviewable plan recommendation.
Learn moreProposal Builder
Build one recommendation and deliver it as a proposal book, presentation, or employee guide.
Learn moreClient Sharing & Delivery
Share recommendations through secure links, proposal exports, and live presentation mode.
Learn moreRate Positioning
Prepare carrier and client rate discussions from comparisons, projections, and benchmark context.
Learn moreWorkflow Outcomes at a Glance
What each stage is used for and what it produces.
| Feature | Best For | Primary Output | Setup Effort |
|---|---|---|---|
| Quick Case Creator | Turning carrier files into structured plans | Verified fields beside the source document | Low |
| Contribution Modeling | Testing ER/EE strategies before client review | Per-tier employer and employee cost deltas | Low |
| Plan Comparison | Showing current vs proposed in one view | Aligned benefit and premium tables | Low |
| Proposal Delivery | Sending recommendations in client-ready formats | Proposal book, presentation mode, and guide exports | Medium |
See the Connected Workflow
Follow a case from carrier-file intake and verification to Scenario Manager, Proposal Book, Present Proposal, and Benefit Guide.
See How Planlined Transforms Your Workflow
From document upload to branded export—Planlined handles the heavy lifting so you can focus on your clients.
Automate Document Intake
Upload PDFs, Excel files, and census data. Our AI extracts plan details, rates, and contributions automatically.
Test Strategies in Scenario Manager
Create a safe working copy, compare contribution and enrollment choices, then deliberately adopt the recommendation that should move into delivery.
Compare Plans Side-by-Side
Automatically align benefits across carriers. Highlight differences and present options clients can actually understand.
Helpful Guides & Resources
Deep-dive articles to help you get the most out of Planlined.
Ready to Transform Your Workflow?
Start your free proposal today and see the difference Planlined makes.
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