Planlined

Planlined

BART Technologies Inc
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About

Crossary helps integration and migration teams turn source and target specification documents into reviewed, implementation-ready data-mapping workbooks. Upload both sides' specs — Excel, PDF, CSV, JSON, XML, XSD, SQL, or YAML and Crossary extracts a field inventory from each, then proposes a source-to-target mapping for every target field. Every proposed row shows its work: the proposed source, the mapping type, the verbatim quote from your documents it is based on, the reasoning and assumptions behind it, and the AI's self-rated confidence — a triage cue, not a guarantee. When nothing fits, Crossary abstains instead of guessing: the row becomes an honest gap with a clarifying question, because a wrong mapping is worse than an honest gap. You stay in control. Review, edit, accept, or reject each row, then run validation — a deterministic check of structure and key semantics (type compatibility, source-field references, cardinality); it is not a full correctness sign-off.

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

Data Integration Engineers, Data Migration Specialists, ETL Developers, Data Architects, Integration Architects, Technical Business Analysts, ERP Implementation Consultants

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 Not 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

No images available

Screenshots and Videos

Pricing

$99/month
Free Version Not Supported
Free Trial 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 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

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 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

Crossary
Founded: 2026
Portugal
www.crossary.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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Planlined

Planlined

BART Technologies Inc

Categories

Data Mapping 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 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

JSON Supported
Microsoft Excel Supported
XML Supported
YAML Supported

Integrations

JSON Not Supported
Microsoft Excel Not Supported
XML Not Supported
YAML Not Supported
Claim Crossary and update features and information
Claim Crossary and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information