Planlined

Planlined

BART Technologies Inc
Secova DEMS

Secova DEMS

Secova
+
+

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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.

About

Dependent Eligibility Management Service Secova’s Dependent Eligibility Verification Audit handles verifications with sensitivity, ensuring employees understand exactly why a dependent may be ineligible and explaining the process every step of the way, which helps maintain employee goodwill. Features: - Reduce compliance risk under ERISA &DOL guidelines - Guaranteed Organization Savings of 6-10% after audit cost - Our competitors hold the SSAE-18 Type II certification only. Secova takes a step further, with an ISO – 27001 credential. - Live-answer call centres with IVR and 24x7capabilities. Our Participant Advocacy Services and Multi-lingual support ensure access to assistance. - We treat every client as a unique entity by designing, branding, and implementing customized solutions as per company culture - Our vast experience includes clients with audit populations ranging from 1,000 to over 180,000 dependents.

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

Support

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

Support

Phone Support Supported
24/7 Live Support 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 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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • The software is very easy to use and the customer service supports the customers throughout the whole process.
  • Easy and most comfortable platform to work on i loved the experience to work on this platform.
  • Ease of use; set up; great customer service vey helpful. Cost effective solution and for employers hidden cost.
  • It's been 32 years, Secova is providing the Dependents Eligibility Audit and it has resulted in streamlining the Benefits.

Cons

  • No issues faced so far. Very happy with the services.
  • N/A. See above. Perfect solution for our needs. Very happy.
  • N/A. See above. Perfect solution for our needs. Very happy.
  • No issues faced so far from Secova. Keep it up!!!

Training

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

Training

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

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

Secova
Founded: 1989
USA
secova.com

Alternatives

Alternatives

BeneLink

BeneLink

Servarus Systems
EmployerEngage

EmployerEngage

Benefitalign
Oliver Benefits Administration

Oliver Benefits Administration

Oliver Benefits Administration Software

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

Benefits Administration Features

Claims Management Supported
COBRA Administration Supported
Deduction Management Not Supported
Disability Insurance Administration Supported
Employee Benefits Administration Supported
Flexible Spending Accounts Not Supported
FMLA Administration 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 Supported
Retirement Plan Management Supported

Integrations

No info available.

Integrations

No info available.
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