BenefitPoint

BenefitPoint

Vertafore
Planlined

Planlined

BART Technologies Inc
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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 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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance agencies searching for a benefits insurance solution

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
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Version
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

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
EmployerEngage

EmployerEngage

Benefitalign
Fringe Facts

Fringe Facts

Benefit Software

Categories

Categories

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Integrations

Applied Mobile
WorkSmart

Integrations

Applied Mobile
WorkSmart
Claim BenefitPoint and update features and information
Claim BenefitPoint and update features and information
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Claim Planlined and update features and information