Planlined

Planlined

BART Technologies Inc
+
+

Related Products

  • Healthee
    13 Ratings
    Visit Website
  • RemotePeople
    493 Ratings
    Visit Website
  • Paylocity
    8,082 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Rippling
    20,776 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • SurePayroll
    843 Ratings
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website

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.

About

Good things come in threes. Rise unifies HR + Benefits + Payroll into a simplified, personalized, all-in-one People Platform. Reclaim your time. Let Rise help you build a better workplace by focusing on your people and their experiences, not processes and paperwork. Personalize the entire employee experience—all in one place. Let employees view their personal journey, access employee documents and request time off—all within a tool they already use and love. Benefits administration is so much easier with Rise’s modern, easy-to-use, paperless benefits platform—with HR and payroll integration you’ll love. With Rise, your group benefits and payroll are always in sync, saving you hours in reconciliations and accounting. Plus, your employees can self enroll and update their own benefits plan anytime so you’re always up to date. Run payroll with one hand tied behind your back. It’s that easy. Rise integrates payroll with HR and benefits so you don’t have to sweat the details.

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

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

Companies of all sizes that need an integrated HR, payroll, and benefits platform

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

No information available.
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 Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

Rise
Founded: 2010
Canada
risepeople.com

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign

Categories

Categories

Human Resources Supported
Payroll Supported
Time & Attendance 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

Human Resources Features

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

Integrations

AccessOwl Not Supported
Kontra Not Supported

Integrations

AccessOwl Supported
Kontra Supported
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim Rise and update features and information
Claim Rise and update features and information