PlanlinedBART Technologies Inc
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Related Products
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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.
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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.
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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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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
PeopleStrategy is ideal for companies with 50 to 500 employees, but is designed with flexibility to scale up or down.
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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
$24 per user per month
Free Version
Not 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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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Company InformationPeopleStrategy
Founded: 2002
United States
www.peoplestrategy.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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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
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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
JobTarget
Not Supported
Mineral
Not Supported
Payfactors
Not Supported
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