Brickroad

Brickroad

Elevent
Planlined

Planlined

BART Technologies Inc
+
+

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About

Brickroad is a sponsorship management platform for brand-side sponsorship teams. It replaces spreadsheets and email threads with one system that follows each sponsorship request from intake to post-event reporting. Requests arrive through a branded, customizable intake form, with screening questions that flag or decline requests that do not meet set criteria. Brickroad routes each request to the right owner and region, summarizes uploaded proposals with AI, and scores requests against the team's own evaluation criteria. Requests move through a defined approval pipeline with a full audit trail and role-based permissions. Accepted deals keep their terms and budget on an agreement record. Reporting covers budget versus actual spend and comparisons across deals. Teams track delivery of each sponsorship benefit with photo proof, and post-event reports are sent to sponsors through a secure link. A dashboard and calendar show every request and event across the portfolio.

About

Planlined (formerly BART, Benefit Analysis Reporting Tool) is proposal software for U.S. employee-benefits insurance brokers and consultants, not property-and-casualty quoting. It turns group health carrier quotes, SBCs, invoices, and rate sheets into source-backed, side-by-side plan comparisons, branded proposal books, and employee benefit guides. Upload the documents you already have. Planlined extracts plan and rate data into a normalized case, flags uncertain fields for review against the source page, and keeps approved values connected to the documents. Compare current, proposed, and alternate plans; model employer and employee contributions by coverage tier; then export a client-ready proposal or enrollment guide with your agency's logo and colors. The proposal and guide come from the same approved case, reducing repeated transcription and inconsistent figures. Save cases and plans for later renewals and share a comparison by link. Planlined launched as BART 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

Sponsorship managers

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 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 Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

Contact Elevent for pricing.
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 5.0 / 5
ease 4.0 / 5
features 5.0 / 5
design 4.0 / 5
support 5.0 / 5

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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Pros & Cons from Real Users

Pros

  • We use Elevent's software for a specific use case : filtering sponsorship requests because we receive around 150 per year and it's literally a part time job to read, filter and answer to everyone. The interface and features are all focused on that task, it doesn't do 1000 things. We liked that it was quite fast to install and deploy. Once installed, it's does a lot of the work itself. I would recommend it to organizations who have people who spend a lot of their time answering/declining sponsorship or donation requests, it's worth it.

Cons

  • Limited APIs and customization possible. We like to use tools like Zapier, etc. to connect more systems and it's not supported right now. It would be a nice extra.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

Elevent
Founded: 2013
Canada
elevent.co/brickroad

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

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RiskRemedy

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LTC Quote Plus

LTC Quote Plus

StrateCision

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 Brickroad and update features and information
Claim Brickroad and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information