PlanlinedBART Technologies Inc
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Related Products
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About
Maxwell Health is now powered by Sun Life, which means insurance and technology have joined forces to create the first carrier-distributed technology platform. What does this mean for you? A painless benefits and HR experience that’s easier and better in the ways that make a difference. Picture it: A single technology platform that rounds out your HR ecosystem and supports all of your benefits, period. Save time by managing your full suite of benefits online, totally paperless. Modernize your benefits offering and experience with an easy-to-use interface. Empower employees to make educated decisions about their benefits. Benefits are complex enough. Managing your benefits technology shouldn’t be. At Maxwell, our team of technology experts are available at your fingertips, so you’re set up for success from the start.
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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
Not 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
Companies looking for an HR and benefits administration platform
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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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Pricing
No information available.
Free Version
Not Supported
Free Trial
Supported
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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
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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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 InformationMaxwell Health
Founded: 2012
United States
maxwellhealth.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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Categories |
Categories |
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Benefits Administration Features
Claims Management
Not Supported
COBRA Administration
Not Supported
Deduction Management
Supported
Disability Insurance Administration
Supported
Employee Benefits Administration
Supported
Flexible Spending Accounts
Not Supported
FMLA Administration
Not Supported
For Brokers
Supported
For Employers
Supported
FSA Administration
Supported
Health Insurance Administration
Supported
HIPAA Compliant
Supported
Life Insurance Administration
Supported
Online Benefits Enrollment
Supported
Premium Billing
Not Supported
Provider Management
Not Supported
Retiree Administration
Not Supported
Retirement Plan Management
Not Supported
Human Resources Features
360 Degree Feedback
Supported
Applicant Tracking
Not Supported
Attendance Management
Not Supported
Benefits Management
Supported
Career Development Planning
Not Supported
Compensation Management
Not Supported
Compliance Management
Supported
Employee Database
Supported
Employee Lifecycle Management
Supported
Onboarding
Supported
Payroll Management
Supported
Performance Management
Supported
Recruiting Management
Not Supported
Self Service Portal
Supported
Succession Planning
Not Supported
Time & Attendance Management
Supported
Time Off Management
Not Supported
Timesheets
Not Supported
Training 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 Workforce Now
Supported
BambooHR
Supported
Docusign
Supported
Paylocity
Supported
form•Z
Supported
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Integrations
ADP Workforce Now
Not Supported
BambooHR
Not Supported
Docusign
Not Supported
Paylocity
Not Supported
form•Z
Not Supported
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