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

VendorSmart℠ is a comprehensive, web-based platform built to help Community Managers find the best vendors for their open projects. Community Managers simply fill out a quick and easy to use RFP form, and the VendorSmart℠ team will source our network of pre-vetted vendors, compile bids and deliver a professional board packet containing side-by-side bid comparisons. The VendorSmart℠ team will also vet vendor insurance documents at no cost to the vendor, manage service contract renewals and file and deliver 1099s. VendorSmart℠ removes the tedious and time-consuming efforts made by Community Managers during the RFP process, and allows them to refocus their time while our team does the busy work.

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 searching for a managing vendor compliance and sourcing vendor solution for their projects

Support

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

Support

Phone Support 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:

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Reviews/Ratings

Overall 1.0 / 5
ease 2.2 / 5
features 1.8 / 5
design 1.5 / 5
support 1.0 / 5

Pros & Cons from Real Users

Pros

  • Zero.
  • Easy to upload documents. That's my only use of the platform as I get new work orders directly from the Property Managers as issues arise. We are not a large contractor who even uses RFPs.
  • Other companies can find my information. Good community for networking.
  • N/A.

Cons

  • This company is nothing more than a data mining firm that forces vendors to pay fees for forms they already send for HOA clients (per contract, tax and insurance requirements).
  • Different Property management companies require VendorSmart. We signed up under 1 PM and paid $150 fee. They are now saying we have to pay another $150 fee to be recognized by the 2nd PM. This is ridiculous when all of docs currently reside on their platform. Why can't both PMs access our docs? This is a money grab and does NOT benefit the contractor at all.
  • Service is not good. They say they will get someone on the problems right away and it never happens. Been uploading my compliancy docs and I am now on week 3 and having trouble getting them passed even with right documentation. They take their time with no urgency. Communication is poor.
  • Waste of money. Outdated website and scam company that charges for leads you generate through your own relationships with managers. Managers do not use this service so it is a scam.

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

VendorSmart
Founded: 2013
United States
vendorsmart.com

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign
ConstructionOnline

ConstructionOnline

UDA Technologies

Categories

Categories

Prequalification Supported

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

CINC Not Supported
VMS Not Supported
Vantaca Not Supported

Integrations

CINC Supported
VMS Supported
Vantaca Supported
Claim Planlined and update features and information
Claim Planlined and update features and information
Claim VendorSmart and update features and information
Claim VendorSmart and update features and information