PlanlinedBART Technologies Inc
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About
Meet Healthee—your intelligent healthcare navigation platform.
Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience.
Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans.
The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI.
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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.
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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
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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
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Audience
Businesses requiring an AI-powered employee benefits application
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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.
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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PricingPlease check our website for more details
Free Version
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Free Trial
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Pricing
$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Version
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Free Trial
Supported
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Reviews/
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Reviews/
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Pros from Real UsersPros
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationHealthee
Founded: 2021
United States
healthee.com
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Alternatives |
Alternatives |
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CategoriesHealthee is a total benefits administration solution designed to unify, simplify, and amplify every employee benefit your organization offers. For benefits managers juggling dozens of point solutions—from mental health apps and telemedicine to FSAs, HSAs, EAPs, and voluntary benefits—Healthee serves as the single intelligent hub connecting them all. Employees access all benefits through one intuitive platform, guided by Zoe AI, which delivers personalized recommendations based on their plan, location, and needs. This increases utilization across the full benefits portfolio—not just core medical coverage. For administrators, Healthee provides real-time utilization dashboards, vendor performance tracking, and cost analytics to identify underperforming benefits and reallocate budget. Open enrollment is streamlined with guided plan comparison, reducing poor selections and costly corrections. Healthee makes complex benefits ecosystems manageable, measurable, and cost-effective. Healthee transforms corporate wellness from a checkbox initiative into a measurable driver of employee health and cost savings. As a healthcare navigation platform with wellness intelligence, Healthee helps employees proactively engage with the full spectrum of wellness benefits—mental health support, telemedicine, preventive care, EAP services, and more. Powered by Zoe AI, Healthee delivers personalized wellness recommendations based on each employee's health plan, demographics, and stated needs. Employees discover benefits they didn't know they had, driving meaningful utilization of programs that often go underused. For benefits managers and CHROs, Healthee provides population-level insights into wellness engagement trends, helping identify gaps in care and high-risk cost areas before they escalate. By connecting employees to the right care at the right time, Healthee reduces preventable claims, lowers absenteeism, and builds a healthier, more productive workforce. Healthee is at the frontier of healthcare AI, using advanced AI to make benefits navigation smarter, faster, and more personalized. At its core is Zoe, Healthee's proprietary AI Personal Health Assistant—a conversational engine trained on complex health plan data to deliver accurate, real-time answers to any benefits question. Unlike generic chatbots, Zoe understands plan-specific nuances: coverage tiers, in-network vs. out-of-network rules, deductibles, copays, and formulary details. Employees ask a question and receive clear, actionable guidance—reducing confusion, preventing unnecessary claims, and driving smarter decisions. For employers, Healthee's AI analyzes utilization data to surface trends, predict cost drivers, and recommend plan optimizations. The platform learns from engagement patterns to improve recommendations over time. Healthee's healthcare AI doesn't just answer questions—it transforms how organizations design, deliver, and measure their benefits impact. Healthee is the healthcare navigation platform built for HR and benefits managers who need to drive benefits utilization without increasing headcount or budget. When employees can't understand their benefits, they call HR—creating bottlenecks and frustration on both sides. Healthee eliminates that friction. With Zoe AI, employees get instant answers to any benefits question 24/7—freeing HR teams from repetitive inquiries during and after open enrollment. Healthee's intuitive plan comparison tools help employees select the right plan the first time, reducing costly mid-year changes and out-of-pocket surprises. HR leaders gain a centralized dashboard to monitor engagement, track utilization across all benefit offerings, and measure ROI on every point solution deployed. Healthee integrates with existing HRIS platforms and benefits ecosystems, making implementation seamless. The result: an HR team that operates strategically, not reactively—while employees feel genuinely supported. |
Categories |
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Benefits Administration Features
Claims Management
Supported
COBRA Administration
Not Supported
Deduction Management
Supported
Disability Insurance Administration
Not Supported
Employee Benefits Administration
Supported
Flexible Spending Accounts
Not Supported
FMLA Administration
Not Supported
For Brokers
Supported
For Employers
Supported
FSA Administration
Not Supported
Health Insurance Administration
Supported
HIPAA Compliant
Not Supported
Life Insurance Administration
Not Supported
Online Benefits Enrollment
Supported
Premium Billing
Not Supported
Provider Management
Not Supported
Retiree Administration
Not Supported
Retirement Plan Management
Not Supported
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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
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Integrations
ADP Enterprise HR
Supported
HealthEquity
Supported
PrismHR
Supported
Talkspace for Business
Supported
UKG Pro
Supported
Workday Adaptive Planning
Supported
Workday CLM, powered by Evisort
Supported
Workday Extend
Supported
Workday Financial Management
Supported
Workday HCM
Supported
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Integrations
ADP Enterprise HR
Not Supported
HealthEquity
Not Supported
PrismHR
Not Supported
Talkspace for Business
Not Supported
UKG Pro
Not Supported
Workday Adaptive Planning
Not Supported
Workday CLM, powered by Evisort
Not Supported
Workday Extend
Not Supported
Workday Financial Management
Not Supported
Workday HCM
Not Supported
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