Benefit Comparison Software for Insurance Brokers
Automate side-by-side comparisons, contribution modeling, and branded proposals. Upload carrier PDFs and Excel—Planlined turns them into client-ready output in minutes.
Automated Parsing
AI reads PDFs and spreadsheets into structured fields with source-side verification and less manual typing.
Side-by-Side Comparisons
Generate normalized, client‑ready comparisons across unlimited carriers and plans.
Contribution Modeling
Model multiple structures and scenarios instantly with real‑time calculations.
From carrier quote to side-by-side in one upload
Drop in the quotes, SBCs and rate sheets the carriers actually sent. Planlined reads them into one normalized table, flags anything it is unsure of for you to confirm against the source page, and turns the approved case into a client-ready comparison. See the side-by-side benefit quote comparison feature, the SBC comparison tool, or start with the free benefit comparison template if you are still in Excel.
Contribution modeling on the same comparison
Test employer contribution strategies, tier structures and enrollment assumptions against every plan in the comparison without leaving the case. Scenario Manager keeps the original as the baseline, so the recommendation you present is the one you reviewed. Details on the contribution modeling page.
Ready to Automate Your Benefit Comparisons?
See why brokers choose Planlined for automated benefit comparison and proposal creation.
✓ No credit card required • ✓ First proposal free • ✓ Cancel anytime