Planlined

Planlined

BART Technologies Inc
+
+

Related Products

  • Healthee
    13 Ratings
    Visit Website
  • RemotePeople
    493 Ratings
    Visit Website
  • Paylocity
    8,082 Ratings
    Visit Website
  • TriNet
    1,994 Ratings
    Visit Website
  • Rippling
    20,776 Ratings
    Visit Website
  • Expedience Software
    34 Ratings
    Visit Website
  • Native Teams
    632 Ratings
    Visit Website
  • SurePayroll
    843 Ratings
    Visit Website
  • Paycom
    8,504 Ratings
    Visit Website
  • LeaseAccounting.app
    Visit Website

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

Enrol employees into a secure platform. Employees will receive a prompt to download the Mednefits app to activate their account. Create benefits schemes for your team. Customize your benefits budget according to the types of benefits, employee tiers, and options for dependents. Digital verification at clinics. No card? No problem. Verification is linked to the employees’ digital account for registration at panel clinics. Employees can deduct their payment directly from their app, which eliminates the need for employees to submit claims and await for reimbursements. mednefits customers spend 90% less time with benefits onboarding, tracking claims, and managing benefits. Not quite sure where to start, what types of benefits you should offer, or how to reduce your costs? Our benefits specialists are here to help with a complimentary consultation! Request to join Mednefits for free or choose a plan that works best for your organization. Try it out with no risk or set-up fees!

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

HR departments and companies requiring a platform to manage their employees’ benefits and costs

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

$146.83 per year
Free Version Not Supported
Free Trial 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 Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

Company Information

mednefits
Founded: 2015
Singapore
www.mednefits.com/features

Alternatives

Alternatives

EmployerEngage

EmployerEngage

Benefitalign
BenefitNet

BenefitNet

Teambase

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 mednefits and update features and information
Claim mednefits and update features and information