PlanlinedBART Technologies Inc
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RiskRemedyRiskRemedy, Inc.
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Related Products
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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.
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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
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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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
Not 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
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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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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Alternatives |
AlternativesNo Alternatives
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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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