Planlined

Planlined

BART Technologies Inc
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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.

About

Joining the Previ network allows employers to offer their workforce access to private, insider-level pricing on essential services. For the average employee, saving $2,200 post-tax on essential services is equivalent to a 4.7% pay raise. Companies that join Previ save their employees an average of $1,250+ annually on their mobile plans. Previ makes adulting easier and a whole lot less expensive. Employees can save an average of $1,000+ a year on insurance plans. Your employees can get a free no-hassle assessment in minutes, national carriers, home and auto insurance, free assessment, and monitoring to make sure you’re getting the best price. Join the other great companies bringing private pricing to their employees.

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 Supported
iPad Not Supported
Android Supported
Chromebook Not Supported

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.

Audience

Employers searching for a solution to help their employees save more of their paycheck money

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support 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

$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

Pricing

$99 per year
Free Version Supported
Free Trial Not 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:

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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 Not Supported
In Person Not Supported

Training

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

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

Previ
Founded: 2022
United States
help.previ.com/employerprogram

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Categories

Categories

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.
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim Previ and update features and information
Claim Previ and update features and information