Planlined

Planlined

BART Technologies Inc
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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.

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 Not 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

Companies looking for an HR and benefits administration platform

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

No information available.
Free Version Not Supported
Free Trial 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 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

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 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

Maxwell Health
Founded: 2012
United States
maxwellhealth.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign
Benefitsolver

Benefitsolver

Businessolver

Categories

Categories

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

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 Workforce Now Supported
BambooHR Supported
Docusign Supported
Paylocity Supported
form•Z Supported

Integrations

ADP Workforce Now Not Supported
BambooHR Not Supported
Docusign Not Supported
Paylocity Not Supported
form•Z Not Supported
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Claim Maxwell Health and update features and information
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