Planlined

Planlined

BART Technologies Inc
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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.

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.

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

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

Managers and consultants that like A.I. to help solve their business issues

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

€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

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 5.0 / 5
ease 5.0 / 5
features 4.8 / 5
design 5.0 / 5
support 5.0 / 5

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

Pros & Cons from Real Users

Pros

  • With this tool I was able to rapidly identify our organizational supply chain transformation status and directly (with our inputs) helped in providing all people in our organizational individual and actionable advice on how to transform. It was a true accelerator in our transformation journey.
  • The insights, the way it works en how you can tweak and tune it until you got the right questions and answers. If you use it smart, you create time for useful, human interventions which will improve your relations and business in both short and long term.
  • • Save time and money. • Results are fact based and verifiable, hence undisputable, and free of any survey bias. • Unique insight, focus on real issues whilst providing improvement steps against pre-set targets. • Action driven, due to the build in availability of (on-line) workshops.
  • It saves me a lot of time and gives me unique insights that help me make SMART decisions, and no longer waste time and money on non-priorities or unrealistic goals.

Cons

  • Nothing much, I really enjoyed working with the tool.
  • Since the new release, the cons are hard to find for me.
  • Although assisted by AI, you carefully have to design Q and A's for optimal results. It might take a while for you get the grip on it and understand all the features and reporting.
  • Maybe the only thing that I could think of is that it is not easy to compare results e option to compare survey results.

Training

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

Training

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

Company Information

PRAIORITIZE
Founded: 2008
The Netherlands
praioritize.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

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RiskRemedy

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eRFP

eRFP

InHub
LTC Quote Plus

LTC Quote Plus

StrateCision

Categories

Categories

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

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

No info available.

Integrations

No info available.
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