EnrollmentNow

EnrollmentNow

Integrated Software
Planlined

Planlined

BART Technologies Inc
+
+

Related Products

  • Healthee
    13 Ratings
    Visit Website
  • RemotePeople
    493 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Paylocity
    8,082 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • Rippling
    20,776 Ratings
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • SurePayroll
    843 Ratings
    Visit Website
  • Chime Workplace
    5 Ratings
    Visit Website
  • Banker's Dashboard
    6 Ratings
    Visit Website

About

EnrollmentNow™ provides employee purchase plan and benefits enrollment for corporations, credit unions and employee benefits administrators. Every year, employees make choices about their employee benefits regarding medical insurance, life insurance and flexible benefits. For years, the process involved printing and mailing forms and guides. Each employee received a thick envelope of information and was asked to complete the many forms and return them for processing. The challenge facing corporations, credit unions and employee benefits administrators is to reduce the cost associated with enrollment. We can help! ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained professionals sharing a tradition of integrity and service to its clients. With over 25 years of experience in providing shareholder solutions to financial services providers and transfer agents.

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 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

Companies in need of a solution to manage employee purchase plan and benefits enrollment

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 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 Not Supported
In Person Supported

Training

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

Company Information

Integrated Software
www.shareholderaccounting.com/Enrollment-Intro.asp

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

CU SHARE

CU SHARE

Integrated Software

Alternatives

BenefitNet

BenefitNet

Teambase
EmployerEngage

EmployerEngage

Benefitalign
Fringe Facts

Fringe Facts

Benefit Software
Benefitsolver

Benefitsolver

Businessolver

Categories

Categories

Benefits Administration Features

Claims Management Not Supported
COBRA Administration Not Supported
Deduction Management Not Supported
Disability Insurance Administration Not Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration Not Supported
For Brokers Not Supported
For Employers 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

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 EnrollmentNow and update features and information
Claim EnrollmentNow and update features and information
Claim Planlined and update features and information
Claim Planlined and update features and information