Planlined

Planlined

BART Technologies Inc
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About

Corestream enrollments result in 2X employee tenure. 1 Empower your employees with choice, security, and peace of mind. Corestream’s free-to-use voluntary benefits platform enables employers to offer lifestyle benefits, supplemental benefits and perks & discounts that match the individuality of employees. Each employee’s personalized selection is handled by Corestream and streamlined through payroll deductions so it’s hassle-free for employers! White-labeled to mimic your organization’s brand, ensuring a seamless experience for employees. The portal experience and enrollment accessibility adapt to your open enrollment periods and employee qualified events. Employees can conveniently browse and search across different product categories. A summary of their elected benefits and payroll deduction amounts is available 24/7.

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

Employee engagement and retention solution for HR teams

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 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 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 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:

Review this Software

Pros & Cons from Real Users

Pros

  • Nothing but want to warn others about this company's practices. Attached deductions to my payroll under deceitful practices.

Cons

  • They sent scam deceiving email with illegally obtained personal information. They have no customer service number. Chat does not work and emails r not answered. This company is a scam

Training

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

Training

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

Company Information

Corestream
Founded: 2006
United States
corp.corestream.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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Categories

Human Resources Supported
Insurance Supported

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 Not 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 Supported
Premium Billing Not Supported
Provider Management Not Supported
Retiree Administration Not Supported
Retirement Plan Management Not Supported

Human Resources Features

360 Degree Feedback Not Supported
Applicant Tracking Not Supported
Attendance Management Not Supported
Benefits Management Supported
Career Development Planning Not Supported
Compensation Management Not Supported
Compliance Management Not Supported
Employee Database Not Supported
Employee Lifecycle Management Not Supported
Onboarding Not Supported
Payroll Management Not Supported
Performance Management Not Supported
Recruiting Management Not Supported
Self Service Portal Not Supported
Succession Planning Not Supported
Time & Attendance Management Not Supported
Time Off Management Not Supported
Timesheets Not Supported
Training Management Not Supported

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 Corestream and update features and information
Claim Corestream and update features and information
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Claim Planlined and update features and information