PlanlinedBART Technologies Inc
|
||||||
Related Products
|
||||||
About
For Employers, spending less time managing their group’s benefits means spending more time focusing on the core of their business - people. Quote, sell and maintain small groups without the hassle of paper and multiple platforms. FormFire makes managing group benefits quicker, easier and more attractive for small groups. FormFire's platform makes the process of collecting Employee data simple. Plus, it empowers Brokers to gain and retain more clients. At renewal, quote every available plan, whether ACA or medically underwritten, without having to exchange a single piece of paper. With the help of a trusted Broker advising them, Employers can make the best decision about what plans to offer in a digital marketplace – from major medical to pet insurance. Employees can make plan selections online, comparing options and pricing in real-time.
|
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
Companies looking for an online insurance enrollment platform
|
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
$399 per month
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/
|
Reviews/
|
|||||
Training
Documentation
Webinars
Live Online
In Person
|
Training
Documentation
Webinars
Live Online
In Person
|
|||||
Company InformationFormFire
Founded: 2006
United States
www.formfire.com
|
Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
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
Insurance Agency Management Features
Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management
|
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
No info available.
|
Integrations
No info available.
|
|||||
|
|
|