Planlined

Planlined

BART Technologies Inc
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About

HappyPal is designed by former elected officials to put an end to tedious management, unused benefits and dissatisfied employees thanks to an intuitive 100% digital experience including the most complete catalog of benefits on the market. +100,000 exclusive offers negotiated to really boost the purchasing power of your employees: 100% digital and instant. Crazy and exclusive benefits from the brands and services that your employees really use. Personalize the HappyPal catalog by choosing the brands that match your company culture or adding your own benefits. Employees purchase their discounted tickets online and receive them immediately. Simply find all the supporting documents and documents sent for each employee.

About

Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with up to five seats sharing 250 monthly AI credits. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.

Platforms Supported

Windows Not Supported
Mac 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

Companies wanting an advanced CSE platform to manage their benefits

Audience

U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.

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

Screenshots and Videos

Pricing

Free
Free Version Supported
Free Trial Not Supported

Pricing

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
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

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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 Not 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

HappyPal
Founded: 2019
France
www.happypal.fr/

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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Categories

Categories

Integrations

No info available.

Integrations

No info available.
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