Planlined

Planlined

BART Technologies Inc
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About

Benefitbay leverages an all-new benefit option called ICHRA, which allows employers to reimburse employees for individual health plans while maintaining the tax advantages of a group insurance policy. Benefitbay gives employees the purchasing power to buy the best benefits to meet their own specific needs. We’ve zeroed in on the key features of ICHRA and built a platform focused on simplicity, compliance, smooth deployment, savings, and support. Arrange employees into approved classes like location, salaried vs. hourly, and age. Set your budget and assign a strategic contribution for each class. Employees are guided through simple shopping & enrollment. They can select any individual plan available to them in their location, on or off exchange. Advanced Reimbursement Accounts (ARC) are funded for automatic monthly premium payments. Pre-tax payroll deductions are set up for off-exchange plans & all plan documents are created.

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

Platform for brokers, employers, and employees that enables quick and simple ICHRA deployment

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 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
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:

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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 Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

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

Company Information

Benefitbay
Founded: 2013
United States
www.benefitbay.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Thatch

Thatch

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Alternatives

EmployerEngage

EmployerEngage

Benefitalign

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

No info available.

Integrations

No info available.
Claim Benefitbay and update features and information
Claim Benefitbay and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information