Planlined

Planlined

BART 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.

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 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

Businesses requiring an AI-powered employee benefits application

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

Please check our website for more details
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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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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Pros from Real Users

Pros

  • Super helpful locating care you need and scheduling right from the app. Cost prediction is very helpful. You can track your deductibles and out of pocket max, can track your annual health checkups. Teleahealth is an unbeatable feature. Can track your organization's engagement data through Engagement Dashboard, easy to report ROI. Users can get help with reviewing your claims. You get discounts through Healthee's affiliated partnerships including Pharmaceuticals.

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

Healthee
Founded: 2021
United States
healthee.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign

Categories

Healthee 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.

Corporate Wellness Supported

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.

Healthcare AI Supported

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.

Human Resources Supported

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

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

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 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
Workday Peakon Employee Voice Supported
Workday Prism Analytics Supported
Workday Recruiting Supported
Workday Services CPQ Supported
Workday Skills Cloud Supported
Zocdoc Supported

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
Workday Peakon Employee Voice Not Supported
Workday Prism Analytics Not Supported
Workday Recruiting Not Supported
Workday Services CPQ Not Supported
Workday Skills Cloud Not Supported
Zocdoc Not Supported
Claim Planlined and update features and information
Claim Planlined and update features and information