PlanlinedBART Technologies Inc
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Related Products
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About
Managers, consultants, and entrepreneurs like you need to fix problems. Usually, problems are about new stuff. Topics you probably have little knowledge of.
But what if you would have an experienced consultant who has your back? Not just with monthly meetings, but 24/7. Not just advising the boardroom but personally guiding each and every manager and employee.
Better. Faster. Cheaper.
Combine a questionnaire with an audience, set your preferences, and kickstart your assessment. And then? Sit back & relax. Let the Virtual Consultants do the work. They will propose What to do, How to do it, and Whom to do it with. All tailored to keep your organization moving.
Browse through our massive collection of over 1,000 questionnaires. All built with the expertise of top consultants. Our A.I.-add-ons help you with respondent profiling, propose smart improvement targets, and provide step-by-step improvement steps.
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About
Planlined (formerly BART, Benefit Analysis Reporting Tool) is proposal software for U.S. employee-benefits insurance brokers and consultants, not property-and-casualty quoting. It turns group health carrier quotes, SBCs, invoices, and rate sheets into source-backed, side-by-side plan comparisons, branded proposal books, and employee benefit guides.
Upload the documents you already have. Planlined extracts plan and rate data into a normalized case, flags uncertain fields for review against the source page, and keeps approved values connected to the documents. Compare current, proposed, and alternate plans; model employer and employee contributions by coverage tier; then export a client-ready proposal or enrollment guide with your agency's logo and colors.
The proposal and guide come from the same approved case, reducing repeated transcription and inconsistent figures. Save cases and plans for later renewals and share a comparison by link. Planlined launched as BART in 2025.
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not 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
Managers and consultants that like A.I. to help solve their business issues
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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
€12,- per respondent
Everything is free until the assessment goes to more than 5 people. Just buy a respondent pack (50, 200, 500, 1000, or 5000), continue and enjoy how the Virtual Consultants do your work!
Free Version
Supported
Free Trial
Not 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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Pros & Cons from Real UsersPros
Cons
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not 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 InformationPRAIORITIZE
Founded: 2008
The Netherlands
praioritize.com
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Alternatives |
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Categories |
Categories |
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Artificial Intelligence Features
Chatbot
Not Supported
For eCommerce
Supported
For Healthcare
Supported
For Sales
Supported
Image Recognition
Not Supported
Machine Learning
Not Supported
Multi-Language
Supported
Natural Language Processing
Not Supported
Predictive Analytics
Supported
Process/Workflow Automation
Not Supported
Rules-Based Automation
Supported
Virtual Personal Assistant (VPA)
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
No info available.
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Integrations
No info available.
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