PlanlinedBART Technologies Inc
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RiskRemedyRiskRemedy, Inc.
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Related Products
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About
Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with 250 monthly AI credits shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.
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About
RiskRemedy is AI built for commercial P&C brokerages. Retail agencies, wholesale brokers and risk consultants upload a policy, a set of carrier quotes or a renewal, and get back client-ready work in minutes: a policy review that reads every endorsement and flags exclusions and coverage gaps, a side-by-side quote comparison, a renewal comparison down to the form and clause, or a proposal in the agency's own format and branding. Every finding is cited to the page it came from, so producers can check it in seconds.
Teams use RiskRemedy to cut the hours spent reading expiring policies and formatting proposals, to catch restrictive endorsements before a claim does, and to check certificates of insurance against contract requirements. There is nothing to install and little to learn: most teams run live client work in their first session. Uploads are encrypted and never used to train AI, and every customer gets hands-on support from people who know commercial insurance.
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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
U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.
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Audience
Independent P&C retail agencies, wholesale and E&S brokers, MGAs, risk consultants and risk managers
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Not Supported
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API
Offers API
Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and VideosNo images available
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Pricing
$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with 250 AI credits per month shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Version
Not Supported
Free Trial
Supported
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PricingContact for 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
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Company InformationRiskRemedy, Inc.
United States
www.riskremedy.io
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Categories |
Categories |
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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
No info available.
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Integrations
No info available.
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