Planlined

Planlined

BART Technologies Inc
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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

Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

Sellers and agents looking for a proposal/document tracking app

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

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
Free Trial

Pricing

$10 per user, one-time payment
Free Version
Free Trial

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 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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

Slydeck
Founded: 2019
United States
slydeck.io

Alternatives

Alternatives

Attach

Attach

Cirrus Insight
EmployerEngage

EmployerEngage

Benefitalign

Categories

Categories

Benefits Administration Features

Claims Management
COBRA Administration
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
Flexible Spending Accounts
FMLA Administration
For Brokers
For Employers
FSA Administration
Health Insurance Administration
HIPAA Compliant
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Email Tracking Features

A/B Testing
Audience Segmentation
Campaign Management
Event-Based Notifications
Location Tracking
Team Management

Integrations

Slack
WhatsApp

Integrations

Slack
WhatsApp
Claim Planlined and update features and information
Claim Planlined and update features and information
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Claim Slydeck and update features and information