Planlined

Planlined

BART Technologies Inc
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About

Interacting with benefits is confusing. We fix the process by providing transparency and support. Welcome to the benefits experience your employees deserve. Benefits aren’t broken, recommendations are. Transform the open enrollment experience by offering step-by-step decision support that’s powered by census and individual data to provide a personalized recommendation. Benefits don’t start and end with open enrollment. Empower consumers with the tools, visibility, and confidence to use benefits to their advantage all year round. Offer cost-saving guidance and automate claims when it matters most. Leading organizations that put people first. Midsize to enterprise, we work directly with employers and benefits strategy stakeholders. The next generation of brokers seeking to deliver better outcomes for their clients, expand their portfolio, and take a personalized approach. Nayya’s patented system uses machine learning to create a personalized benefits recommendation engine.

About

Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with 250 monthly AI credits shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.

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 seeking a solution to allow their employees to control their health and financial potential

Audience

U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.

Support

Phone Support Not 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 Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with 250 AI credits per month shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
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

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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 Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Nayya
United States
www.nayya.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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Categories

Categories

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 DataCloud Supported
BenSelect Supported
Ease Supported
Flock Supported

Integrations

ADP DataCloud Not Supported
BenSelect Not Supported
Ease Not Supported
Flock Not Supported
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