PlanlinedBART Technologies Inc
|
Secova DEMSSecova
|
|||||
Related Products
|
||||||
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/
|
Reviews/
|
|||||
Pros & Cons from Real UsersPros
Cons
|
||||||
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 InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
|
Company InformationSecova
Founded: 1989
USA
secova.com
|
|||||
Alternatives |
Alternatives |
|||||
|
|
||||||
|
|
|
|||||
|
|
||||||
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.
|
|||||
|
|
|