PlanlinedBART Technologies Inc
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Related Products
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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.
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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.
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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
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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
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Audience
Mid-to-large employers and benefits teams that need to control benefits costs, analyze program performance, and provide employees with personalized guidance
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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.
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Support
Phone Support
Not Supported
24/7 Live Support
Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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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
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationAvante
Founded: 2024
United States
www.avante.ai/
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
ADP DataCloud
Supported
Alight
Supported
Claude
Supported
Dayforce
Supported
Gemini
Supported
Lyra
Supported
Maven
Supported
Microsoft Teams
Supported
Omada
Supported
OpenAI
Supported
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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
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