Planlined

Planlined

BART 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.

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

Brokers, benefit providers, and HR teams seeking an education platform for employee benefits

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

Brite
getbritehr.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

Fringe Facts

Fringe Facts

Benefit Software
EmployerEngage

EmployerEngage

Benefitalign
EnrollmentNow

EnrollmentNow

Integrated 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

Apple Mail
Microsoft Teams
Reiterate
Slack

Integrations

Apple Mail
Microsoft Teams
Reiterate
Slack
Claim Brite and update features and information
Claim Brite and update features and information
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