BenefitPoint

BenefitPoint

Vertafore
Planlined

Planlined

BART Technologies Inc
+
+

Related Products

  • Healthee
    13 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • RemotePeople
    546 Ratings
    Visit Website
  • Paylocity
    8,260 Ratings
    Visit Website
  • Rippling
    21,039 Ratings
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • SurePayroll
    845 Ratings
    Visit Website
  • Careerminds
    46 Ratings
    Visit Website
  • Service Center
    123 Ratings
    Visit Website
  • SaaSify
    122 Ratings
    Visit Website

About

The benefits insurance solution that manages the unique challenges of your business. As a benefits business, you face challenges that differ from the traditional P&C market. Your management system should be built to support your benefits business and help you grow as you navigate the changing healthcare landscape, rather than trying to fit into your traditional P&C system. Watch this short video to learn more about BenefitPoint. BenefitPoint is a specialized management system for agencies and brokers whose benefits business is large enough that a P&C system causes lost revenue and dissatisfied customers. BenefitPoint helps agencies cope with the unique challenges of a benefits business by identifying missing and underpayments, providing flexible workflows designed for the inevitable changes in plans and enrollment, and using plan benchmarking to become a trusted advisor. BenefitPoint enables you to increase revenue and profitability while improving customer loyalty.

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.

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

Insurance agencies searching for a benefits insurance solution

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.

Support

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

Support

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

API

Offers API Not 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
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

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 Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Vertafore
Founded: 1969
United States
www.vertafore.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

EnrollmentNow

EnrollmentNow

Integrated Software
BenSelect

BenSelect

Selerix
Fringe Facts

Fringe Facts

Benefit Software
Zywave CPQ

Zywave CPQ

Zywave

Categories

Categories

Integrations

Applied Mobile Supported
WorkSmart Supported

Integrations

Applied Mobile Not Supported
WorkSmart Not Supported
Claim BenefitPoint and update features and information
Claim BenefitPoint and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information