Planlined

Planlined

BART Technologies Inc
+
+

Related Products

  • RemotePeople
    493 Ratings
    Visit Website
  • Healthee
    13 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Paylocity
    8,082 Ratings
    Visit Website
  • Rippling
    20,776 Ratings
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • Chime Workplace
    5 Ratings
    Visit Website
  • Careerminds
    46 Ratings
    Visit Website
  • SurePayroll
    843 Ratings
    Visit Website

About

Avante is an AI benefits operations platform that helps HR and benefits teams manage program changes, prepare communications, and support employees year-round. Ava helps teams turn benefits documents and data into work they can use: updated FAQs, employee communications, leadership reports, and analysis of costs, utilization, and vendor performance. When plans change, Ava helps identify missing or conflicting information and prepare updated materials for review. Carly gives employees personalized, 24/7 guidance on coverage, plan choices, and available benefits. Both agents draw on the employer's plans, programs, and eligibility rules, connecting the team's work with the guidance employees receive. Source citations, guardrails, and human escalation support the work. Avante works alongside existing benefits systems and is available through Slack, Microsoft Teams, and email.

About

Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides. Launched as BART (Benefit Analysis Reporting Tool) in 2025. Renewal season means re-keying the same numbers from carrier PDFs into spreadsheets and slide decks. Planlined removes that step. Upload the documents you already have and Planlined extracts the plan data into one normalized comparison, flagging anything it is unsure of so you can confirm it against the source page before it reaches a client. From that approved case you export a branded proposal book and an employee enrollment guide, both carrying your agency's logo and colors. Because both come from the same source documents, plan data stays consistent across them. Plans and cases are stored in libraries you can reuse next renewal, and client share links send a comparison without an attachment.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Mid-to-large employers and benefits teams that need to control benefits costs, analyze program performance, and provide employees with personalized guidance

Audience

US employee-benefits insurance brokers, benefits consultants and agency teams, from solo producers to multi-office agencies, who build renewal and new-business proposals for employer groups.

Support

Phone Support Not Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Avante
Founded: 2024
United States
www.avante.ai/

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign
Picwell DX

Picwell DX

Picwell
Benefitsolver

Benefitsolver

Businessolver

Categories

Categories

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Not Supported
Deduction Management Not Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Not Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Supported
For Employers Not Supported
FSA Administration Not Supported
Health Insurance Administration Not Supported
HIPAA Compliant Not Supported
Life Insurance Administration Not Supported
Online Benefits Enrollment Not Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported

Integrations

ADP DataCloud Supported
Alight Supported
Claude Supported
Dayforce Supported
Gemini Supported
Lyra Supported
Maven Supported
Microsoft Teams Supported
Omada Supported
OpenAI Supported
Optum AI Marketplace Supported
Oracle Cloud Infrastructure Supported
Perplexity Supported
Personify Health Supported
Rippling Supported
ServiceNow Supported
Slack Supported
Sword Supported
UKG Pro Supported
Workday HCM Supported

Integrations

ADP DataCloud Not Supported
Alight Not Supported
Claude Not Supported
Dayforce Not Supported
Gemini Not Supported
Lyra Not Supported
Maven Not Supported
Microsoft Teams Not Supported
Omada Not Supported
OpenAI Not Supported
Optum AI Marketplace Not Supported
Oracle Cloud Infrastructure Not Supported
Perplexity Not Supported
Personify Health Not Supported
Rippling Not Supported
ServiceNow Not Supported
Slack Not Supported
Sword Not Supported
UKG Pro Not Supported
Workday HCM Not Supported
Claim Avante and update features and information
Claim Avante and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information