Planlined

Planlined

BART Technologies Inc
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About

Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy.

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 Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android 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

Insurance brokers and carriers

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 4.0 / 5
ease 4.0 / 5
features 3.0 / 5
design 4.0 / 5
support 4.0 / 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

  • As a user I really like how this software makes it so easy to sign up for my year benefits. Normally that time of year can be stressful for employees as they try to figure out what they want to do for the upcoming benefits. But, thanks to this software I am given easy steps and helpful instructions on what to select for my benefits.

Cons

  • I only use it once a year and this is my second year, so I haven't found any problems yet, but that could also be because I don't use too often.

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

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

Company Information

Employee Navigator
Founded: 2008
United States
www.employeenavigator.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

MyEnroll360

MyEnroll360

Benefit Allocation Systems, LLC.

Alternatives

THExpressHUB

THExpressHUB

allsynx
EmployerEngage

EmployerEngage

Benefitalign

Categories

Categories

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Supported
Deduction Management Supported
Disability Insurance Administration Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Supported
For Employers Supported
FSA Administration Supported
Health Insurance Administration Supported
HIPAA Compliant Supported
Life Insurance Administration 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 Supported
Applicant Tracking Not Supported
Attendance Management Not Supported
Benefits Management Supported
Career Development Planning Not Supported
Compensation Management Supported
Compliance Management Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Supported
Payroll Management Supported
Performance Management Supported
Recruiting Management Not Supported
Self Service Portal Supported
Succession Planning Not Supported
Time & Attendance Management Supported
Time Off Management Supported
Timesheets Not Supported
Training Management Not Supported

Insurance Agency Management Features

Claims Management Not Supported
Commission Management Supported
Contact Management Supported
Document Management Supported
Insurance Rating Not Supported
Life & Health Supported
Policy Management Supported
Property & Casualty Supported
Quote 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

ADP Celergo Supported
ADP DataCloud Supported
ADP Enterprise HR Supported
ADP Global Payroll Supported
ADP Mobile Solutions Supported
ADP Streamline Supported
ADP Workforce Now On the Go Supported
APS Payroll Supported
AgencyBloc AMS+ Supported
AllianceHCM Supported
Lattice Supported
NextAgency for Health & Life Insurance Supported
NextBee Supported
Paycor Supported
Paylocity Supported
Wisely by ADP Supported
isolved Supported

Integrations

ADP Celergo Not Supported
ADP DataCloud Not Supported
ADP Enterprise HR Not Supported
ADP Global Payroll Not Supported
ADP Mobile Solutions Not Supported
ADP Streamline Not Supported
ADP Workforce Now On the Go Not Supported
APS Payroll Not Supported
AgencyBloc AMS+ Not Supported
AllianceHCM Not Supported
Lattice Not Supported
NextAgency for Health & Life Insurance Not Supported
NextBee Not Supported
Paycor Not Supported
Paylocity Not Supported
Wisely by ADP Not Supported
isolved Not Supported
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Claim Employee Navigator and update features and information
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