Planlined review: pricing, features and client output
Planlined reads carrier quotes, rate sheets and census files and builds group benefits proposals. One case produces a proposal book, a live presentation and an employee benefit guide.
It is sold direct. Professional covers up to 5 people for $62 a month billed yearly, and the first proposal is free.
- Best for
- Benefits brokers who build renewal books, presentations and employee guides
- Type
- Benefits proposal workspace
- Lines
- Group medical, dental, vision, life and disability
- Price
- $62 a month billed yearly for up to 5 people
- Free trial
- First proposal free, no card
- What the client gets
- A proposal book, a live presentation and an employee benefit guide
- Connections
- API, webhooks, Employee Navigator, Ease, Salesforce and HubSpot on Enterprise
- Contract
- Monthly or yearly, cancel any time
Our take
Planlined is the benefits-only pick in this group, and it shows. Contribution tiers, invoice checks and employee guides are built in rather than bolted on.
The source-page check before approval is the right design for renewal work. Excel rate grids skip AI completely.
It is a young company with no SOC 2 audit yet. Ask about security if your clients will.
Pros
- One price covers up to 5 people
- Free first proposal and a 30-day refund
- Every value checked beside its source page
- Book, presentation and employee guide from one case
- Scenario Manager for contribution what-ifs
Cons
- Group benefits only
- Connectors and API need Enterprise
- No SOC 2 audit yet
- No PowerPoint or Word export
Plans and pricing
| Plan | Billed yearly | Billed monthly | What it adds |
|---|---|---|---|
| ProfessionalUp to 5 people | $62 | $75 | Unlimited proposals, proposal books, presentations, benefit guides, scenarios and invoice checks |
| EnterpriseUnlimited people | Quote only | Quote only | SSO, audit logs, API, webhooks, named connectors, onboarding and phone support with an SLA |
Prices are for the whole team each month in US dollars, as of October 2026, from planlined.com. Yearly billing is $744 a year.
Good to know before you buy
- Your first proposal is free with no card, and its data stays if you don't upgrade.
- New subscriptions get a full refund if you ask within 30 days.
- Switching between monthly and yearly is prorated.
Which plan has it
| Feature | Professional | Enterprise |
|---|---|---|
| Unlimited proposals | ||
| Team members | Up to 5 | Unlimited |
| Proposal book, presentation and benefit guide | ||
| Scenario Manager and invoice checks | ||
| SSO and audit logs | ||
| REST API and webhooks | ||
| Employee Navigator, Ease, Salesforce, HubSpot and Google Drive | ||
| Phone support with an SLA |
Lines and who it fits
- Type
- Benefits proposal workspace
- Lines
- Group medical, dental, vision, life, short-term and long-term disability
- Group size
- Small group to large group, including level-funded and PEO business
- Built for
- Benefits brokers and brokerages
- What it isn't
- Not a quoting engine, benefits administration system or CRM
A PEO is a professional employer organization. Level-funded plans are a mix of fully insured and self-funded.
What goes in
| Source | File types | How it gets in |
|---|---|---|
| Carrier quote or renewal packet | Upload | |
| Summary of Benefits and Coverage | Upload or API | |
| Rate sheets and rate grids | PDF, Excel or CSV | Upload or API |
| Carrier invoices | Upload or API | |
| Employee census | Excel or CSV | Upload or API |
| Enrollment guides | PDF or Word | Upload or API |
Files can be up to 50 MB each.
How it reads documents
- How it reads
- Purpose-built readers and Google Document AI for PDFs. Excel and CSV rate grids are read cell by cell with no AI
- What it pulls
- Plan fields, rates, deductibles, network values, tiers and contributions
- Source trace
- Every value sits beside its source page until the broker approves it
- Uncertain values
- Missing or likely wrong values are flagged. Plans it can't map stay unverified
- Who checks
- The broker approves each plan and marks it current, renewal or alternate
Comparisons it builds
- Side by side
- Current, renewal and alternate plans by benefit and tier
- Medical detail
- In-network values and embedded or aggregate deductibles
- What-ifs
- Scenario Manager tests contribution and enrollment changes without touching the baseline
- Effective dates
- The broker confirms every quote uses the same date
- Recommendation
- Editable before export
Benefits renewals and contributions
- Tiers
- Employee only, plus spouse, plus children and family
- Costs
- Per-paycheck cost by plan and tier, with employer and employee shares
- Projections
- Multi-year projections
- Invoice checks
- Compares invoice counts by tier with the census, with saved versions
- Proposal book
- Up to 23 pages, each one optional, with financials, premiums, benefits and a signature page
Branding and disclosures
- Branding
- Agency logo and colors, a book cover and saved designs. Employer logos and themes on guides
- Required wording
- Add your legal name and licensing or disclaimer text to the footer
- Before export
- A readiness check flags missing links, notices, plan data and dates
- Languages
- Employee guides in English or Spanish
What the client gets
- Proposal book
- PDF or Excel
- Presentation
- A live in-app deck, saved as interactive HTML or a branded PDF
- Employee guide
- A PDF or a hosted link that opens on a phone, with an optional welcome video
- Not offered
- PowerPoint or Word files
You can email a guide or notice to the employer contacts on the case.
Tracking and reports
- Events
- Report viewed, report generated and export completed
- Where they go
- Webhooks on Enterprise
Integrations
| Connects to | Type | How | What it does |
|---|---|---|---|
| Planlined REST API | API | Enterprise | Imports cases and files and returns books, guides, JSON and CSV |
| Webhooks | Events | Enterprise | Sends case, plan, report and export events |
| Employee Navigator | Benefits admin | Enterprise | Connector turned on per workspace |
| Ease | Benefits admin | Enterprise | Connector turned on per workspace |
| Salesforce | CRM | Enterprise | Connector turned on per workspace |
| HubSpot | CRM | Enterprise | Connector turned on per workspace |
| Google Drive | Storage | Enterprise | Connector turned on per workspace |
API imports save on their own only when every benefit maps cleanly. Otherwise a person decides.
Users, security and privacy
Users
- Up to 5 people on Professional
- The account owner manages seats
- Colleagues can work on the same case
- SSO and audit logs on Enterprise
Security and privacy
- Hosted on AWS in US regions
- Encrypted in transit and at rest
- Separate workspaces for each brokerage
- No SOC 2 audit yet
Getting started
Make your free proposal
Sign up with no card or sales call.
Upload the files
Quotes, SBCs, rate sheets and the census.
Approve the values
Check each against its source page and mark plans current, renewal or alternate.
Brand and export
Add your logo, footer text and pick the pages.
Professional gets priority email support. Enterprise adds onboarding, training and a success manager. Setup time depends on how many carrier files you have.
Contract and your data
- Term
- Monthly or yearly, billed ahead
- Renewal
- Charged on its own each cycle
- Canceling
- Any time. Access runs to the end of the period
- Refunds
- Full refund within 30 days on new subscriptions
- Your data
- You own it. Export books, guides and JSON or CSV while active
- After you cancel
- Planlined can delete content after a reasonable period
From Planlined's pricing page and terms, checked October 2026.
Planlined alternatives
Frequently asked questions
How much does Planlined cost?
Professional is $75 a month or $62 a month billed yearly, for up to 5 people. Enterprise is quoted.
Can I try Planlined free?
Yes. Your first proposal is free with no card.
Which lines does Planlined handle?
Group medical, dental, vision, life and disability.
Can Planlined export to PowerPoint?
No. It exports PDF, Excel and interactive HTML.
Does Planlined connect to Employee Navigator?
Yes, on Enterprise.
How we researched this review. We based this review on the pricing, terms and product pages published by Planlined, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Planlined quit selling or a contract term that reads different now, let us know and send the link to the page where Planlined has it. Somebody here pulls up that page and checks it before we change anything on ours.