PlanlinedBART Technologies Inc
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Related Products
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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.
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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!
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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
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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
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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.
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Audience
HR departments and companies requiring a platform to manage their employees’ benefits and costs
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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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
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Pricing
$146.83 per year
Free Version
Not Supported
Free Trial
Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Supported
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Company InformationBART Technologies Inc
Founded: 2025
United States
planlined.com
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Company Informationmednefits
Founded: 2015
Singapore
www.mednefits.com/features
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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Integrations
No info available.
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Integrations
No info available.
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