Planlined

Planlined

BART Technologies Inc
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About

PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.

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 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

Brokers and general agents searching for an insurance CPQ solution to sell faster by eliminating data entry

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

$129 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 Not Supported
Live Online Supported
In Person Supported

Training

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

Company Information

PerfectQuote
United States
perfectquote.io

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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Planlined

Planlined

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Categories

Categories

Integrations

No info available.

Integrations

No info available.
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