BenefitDrivenBeneSys
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PlanlinedBART Technologies Inc
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Related Products
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About
BeneSys began by developing software for our industry. Our software, BenefitDriven, was designed and developed in-house using the Microsoft technology stack (.NET with SQL server). BenefitDriven captures a broad spectrum of data elements for both Participants and Employers. This includes demographic or other relevant unique identifying information as well as information related to the reception and allocation of contributions, the proper calculation and daily administration of various benefits (health & welfare, pension, vacation, etc.) as well for on-going communication, accounting, and auditing purposes.
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About
Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with up to five seats sharing 250 monthly AI credits. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.
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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
Businesses looking for a Benefit solution
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Audience
U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.
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Support
Phone Support
Supported
24/7 Live Support
Not 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
Not 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
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not 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 InformationBeneSys
Founded: 2008
www.benefitdriven.com
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Categories |
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Integrations
No info available.
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Integrations
No info available.
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