Planlined

Planlined

BART Technologies Inc
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About

Kota is an all-in-one employee benefits platform that simplifies how businesses design, launch, and manage workplace benefits by unifying health insurance, pension (retirement), life assurance, and flexible benefits under one digital system that integrates directly with existing HR tools and HRIS data to automate enrollment, reporting, payroll reconciliation, and compliance across countries. It centralizes contributions and billing, eliminates disconnected brokers and manual processes, and enables employers to connect their HRIS in minutes so they can set rules, benchmark contributions, and launch compliant benefit schemes much faster than traditional administration, while employees can use the Kota mobile and web app to enroll, adjust contributions, and access their benefits easily. It supports features like automated data synchronization from HR systems, flexible benefits such as allowances via spend cards, a rewards marketplace with partner offers, and embeddable APIs.

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 and finance teams at companies that need a unified, automated platform to set up, manage, and deliver employee health, pension, life assurance, and flexible benefits globally

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

$8.13 per month
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/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:

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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

Kota
Founded: 2022
United States
www.kota.io

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

BenefitNet

BenefitNet

Teambase

Alternatives

EmployerEngage

EmployerEngage

Benefitalign
MyEnroll360

MyEnroll360

Benefit Allocation Systems, LLC.

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

Allianz Cyber Protect
BambooHR
Personio
Ripple
Sanitas AI
Vitality
Workday HCM

Integrations

Allianz Cyber Protect
BambooHR
Personio
Ripple
Sanitas AI
Vitality
Workday HCM
Claim Kota and update features and information
Claim Kota and update features and information
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Claim Planlined and update features and information