PlanlinedBART Technologies Inc
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Related Products
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About
Take out all of the confusion about benefit enrollment by adding in our decision support tool. Each employee will get recommendations on what benefits to enroll in. Put the spotlight on all your benefits without the extra work of live meetings. Design and create the message using our library of templates, or start from scratch. Upload photos, embed videos, insert HTML, and add custom buttons to create the finished course. Get ahead of your employees by creating questions that promote learning and self-guidance. Say goodbye to answering the same question over and over again. Control every level of the platform, from the logos and fonts to the images and videos. Let your brand and your voice be what draws your attention. Works inside your current communication channels, all of your benefits providers, and every HRIS/payroll vendor in the market. No more +6-week implementations, deploy end-to-end learning in less than an hour and collaborate all along the way.
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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.
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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
Brokers, benefit providers, and HR teams seeking an education platform for employee benefits
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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.
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Support
Phone Support
Not Supported
24/7 Live Support
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
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
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 InformationBrite
getbritehr.com
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
Apple Mail
Supported
Microsoft Teams
Supported
Reiterate
Supported
Slack
Supported
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Integrations
Apple Mail
Not Supported
Microsoft Teams
Not Supported
Reiterate
Not Supported
Slack
Not Supported
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