PlanlinedBART Technologies Inc
|
||||||
Related Products
|
||||||
About
Ben is an AI-powered benefits administration platform for employers, brokers, carriers, and employees, built around voice-guided enrollment, AI plan recommendations, automated EDI filing, billing reconciliation, and benefits decision support. It turns benefit documents into enrollment-ready plans in minutes; teams upload SBCs, rate sheets, census files, PDFs, images, or spreadsheets, and the AI extracts deductibles, copays, rates, out-of-pocket maximums, and Rx tiers with confidence scores for review and approval. Employees then enroll with an AI benefits counselor that talks them through every decision, explains insurance terms in plain language, compares plans, answers questions, and can navigate the enrollment screen while making elections live. Ben’s PlanMatch AI runs thousands of simulations per plan using health data, family size, and cost preferences, while ClaimsIQ predicts individual costs from real claims, and CostLens lets employees explore real scenarios in dollars.
|
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
HR teams, benefits brokers, and employees that need to automate benefits enrollment and receive AI-guided plan recommendations and support
|
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
No information available.
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 InformationBen
United States
www.helloben.ai/
|
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
|
||||||
Integrations
No info available.
|
Integrations
No info available.
|
|||||
|
|
|