Planlined

Planlined

BART Technologies Inc
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About

A full-service broker, PeopleStrategy offers expert benefits consulting, intuitive HR software and comprehensive administrative services to provide employers with a single source for the tools and resources to attract, manage and retain talent. PeopleStrategy’s cloud-based HR platform is ideal for companies with 50 to 500 employees, but is designed with flexibility to scale up or down. It features HRIS, Payroll, Benefits Administration, Time, Attendance, Onboarding, Applicant Tracking, Performance, Compensation Planning, Compliance, Reporting & Analytics in a single platform. PeopleStrategy Insurance Services works with employers to develop a long-term, sustainable benefits strategy. Experienced benefits consultants identify the right mix of health plans, wellness programs and non-insured benefits options to the needs of employees and their families.

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 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

PeopleStrategy is ideal for companies with 50 to 500 employees, but is designed with flexibility to scale up or down.

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

$24 per user per month
Free Version Not 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 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 Supported

Training

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

Company Information

PeopleStrategy
Founded: 2002
United States
www.peoplestrategy.com

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Alternatives

Alternatives

Workday HCM

Workday HCM

Workday
EmployerEngage

EmployerEngage

Benefitalign
BambooHR

BambooHR

BambooHR®

Categories

Applicant Tracking Supported
HCM Supported
HR Compliance Supported
Human Resources Supported
Onboarding Supported
Payroll Supported
Recruiting Supported
Time & Attendance Supported
Time Clock Supported

Categories

Human Resources Features

360 Degree Feedback Not Supported
Applicant Tracking Supported
Attendance Management Supported
Benefits Management Supported
Career Development Planning Not Supported
Compensation Management Supported
Compliance Management Supported
Employee Database Supported
Employee Lifecycle Management Supported
Onboarding Supported
Payroll Management Supported
Performance Management Supported
Recruiting Management Supported
Self Service Portal Supported
Succession Planning Not Supported
Time & Attendance Management Supported
Time Off Management Supported
Timesheets Supported
Training Management 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

JobTarget Supported
Mineral Supported
Payfactors Supported

Integrations

JobTarget Not Supported
Mineral Not Supported
Payfactors Not Supported
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