Planlined

Planlined

BART Technologies Inc
+
+

Related Products

  • Healthee
    13 Ratings
    Visit Website
  • RemotePeople
    493 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website
  • Rippling
    20,776 Ratings
    Visit Website
  • Paylocity
    8,082 Ratings
    Visit Website
  • Pylon
    33 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • WEX Field Service Management
    67 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website

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.

About

Without meaningful collaboration, brokers and carriers are stuck in an endless back and forth over emails and spreadsheets, with little time to talk strategy. We’re the shared solution that helps them be more efficient, effective, and ultimately productive. Whether a renewal or new business, ThreeFlow addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation. ThreeFlow is a new category of enterprise software that allows brokers and carriers to manage renewals and new business in one shared system. We account for the nuanced workflows and dynamic relationships across brokers, carriers, third-parties, and clients, and provide shared visibility to enable brokers and carriers to deliver the best possible outcomes for their mutual clients.

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

Insurance carriers and benefits brokers that want to manage renewals and new business in one shared system

Support

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

Support

Phone Support Not Supported
24/7 Live Support Not 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:

Review this Software

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

Training

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

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

ThreeFlow
Founded: 2018
United States
www.threeflow.com/why-threeflow

Alternatives

Alternatives

ASPIRE Health

ASPIRE Health

Artivatic.ai
LTC Quote Plus

LTC Quote Plus

StrateCision
Planlined

Planlined

BART Technologies Inc

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

Integrations

No info available.

Integrations

No info available.
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim ThreeFlow and update features and information
Claim ThreeFlow and update features and information