PlanlinedBART Technologies Inc
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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 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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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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
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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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
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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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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Categories |
Categories |
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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
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Integrations
Apple Mail
Microsoft Teams
Reiterate
Slack
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