PlanlinedBART Technologies Inc
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Related Products
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About
Automate and simplify every aspect of your benefits program with PlanSource
Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more. Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time. Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more. Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation. Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else. Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.
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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
Companies searching for a solution to automate and simplify every aspect of their benefits program
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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
$4 per month
Free Version
Not Supported
Free Trial
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 InformationPlanSource
Founded: 2008
United States
www.plansource.com
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Alternatives |
Alternatives |
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Categories |
Categories |
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Benefits Administration Features
Claims Management
Not Supported
COBRA Administration
Supported
Deduction Management
Not Supported
Disability Insurance Administration
Not Supported
Employee Benefits Administration
Supported
Flexible Spending Accounts
Not Supported
FMLA Administration
Not Supported
For Brokers
Supported
For Employers
Supported
FSA Administration
Supported
Health Insurance Administration
Supported
HIPAA Compliant
Supported
Life Insurance Administration
Supported
Online Benefits Enrollment
Supported
Premium Billing
Not Supported
Provider Management
Not Supported
Retiree Administration
Not Supported
Retirement Plan Management
Not 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
ADP Celergo
Supported
ADP DataCloud
Supported
ADP Enterprise HR
Supported
ADP Global Payroll
Supported
ADP Learning Management
Supported
ADP Mobile Solutions
Supported
ADP Next Gen HCM
Supported
ADP Onboarding
Supported
ADP StandOut
Supported
ADP Streamline
Supported
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Integrations
ADP Celergo
Not Supported
ADP DataCloud
Not Supported
ADP Enterprise HR
Not Supported
ADP Global Payroll
Not Supported
ADP Learning Management
Not Supported
ADP Mobile Solutions
Not Supported
ADP Next Gen HCM
Not Supported
ADP Onboarding
Not Supported
ADP StandOut
Not Supported
ADP Streamline
Not Supported
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