Planlined

Planlined

BART Technologies Inc
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About

Ideon is a centralized, cloud-based infrastructure platform that provides data management and connectivity solutions for the health insurance and employee benefits ecosystem. It enables carriers, InsurTech platforms, HR systems, and benefits administrators to access and exchange plan data, provider data, and enrollment information through a single, unified API integration. Instead of building and maintaining multiple complex connections with individual insurance carriers, organizations can connect once to Ideon and gain access to normalized, real-time data from hundreds of carriers nationwide, significantly reducing integration complexity and operational costs. It includes core products such as IdeonQuote, which delivers accurate plan, rate, and eligibility data for quoting and comparison; IdeonSelect, which provides comprehensive provider and network data to support care navigation and decision-making; and IdeonEnroll, which enables scalable, automated enrollment.

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

InsurTech platforms, HR systems, and health benefits providers that need a unified API to access, exchange, and manage insurance and provider data at scale

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

No images available

Pricing

No information available.
Free Version
Free Trial

Pricing

$75/month
Free Version
Free Trial

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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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Ideon
Founded: 2014
United States
ideonapi.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

No Alternatives
MyEnroll360

MyEnroll360

Benefit Allocation Systems, LLC.

Categories

Categories

Integrations

No info available.

Integrations

No info available.
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