Free spreadsheet template to organize quotes from multiple carriers. Track submissions, compare rates, and streamline your quoting workflow.
Collect and validate employee census data from client
Send RFP/census to multiple carriers simultaneously
Log quote status, follow up on outstanding submissions
Standardize quote formats for apples-to-apples comparison
Create client-ready comparison with recommendations
Track the quotes included in your case with a flexible template
Quotes buried in emails, different formats from each carrier, no central tracking.
No system to track outstanding quotes, carriers slip through cracks.
Hard to compare apples-to-apples when formats differ.
Recreating tracking sheets for every new case.
Planlined automates the entire quoting workflow—from document parsing to carrier comparison to client-ready proposals.
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Free Excel benefit analysis template for insurance brokers. Analyze health benefits, compare plans, and calculate costs — or automate it with Planlined.
Compare group health insurance plans side by side from carrier quotes, SBCs and rate sheets. Planlined verifies plan data against the source files and prepares the client-ready recommendation.
Download a free benefits RFP template for health, dental, vision, and life. Save time with a pre-built broker RFP questionnaire.