Audience
U.S. employee-benefits brokers, benefits consultants, brokerage teams and general-agency service teams preparing group benefit comparisons, contribution scenarios, proposal books and employee benefit guides for employer groups and retail brokers.
About Planlined
Planlined is benefit proposal and employer presentation software for U.S. employee-benefits brokers, brokerage teams and general-agency service teams. Turn carrier quotes, SBCs, invoices and rate sheets into reviewed comparisons, contribution scenarios, branded proposals and employee benefit guides. Check extracted values against the originals; fields, qualifiers and source-page links may need correction or manual entry. Plan and case libraries support later renewals. Cross-brokerage access, multiple brands, API permissions and connectors require workspace confirmation. Start a 7-day free trial with full features. A card is required; Professional bills $75/month after the trial unless canceled first. Professional is $75/month or $744/year, with 250 monthly AI credits shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Formerly BART (Benefit Analysis Reporting Tool), launched in 2025.
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Pricing
Starting Price:
$75/month
Pricing Details:
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with 250 AI credits per month shared across one workspace. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Trial:
Free Trial available.
Integrations
API:
Yes, Planlined offers API access
No integrations listed.
Company Information
BART Technologies Inc
Founded: 2025
United States
planlined.com
Videos and Screen Captures
Upload carrier quotes, SBCs, rate sheets, and other benefit documents in Quick Case Creator.
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Product Details
Platforms Supported
Cloud
Training
Documentation
Videos
Support
Online
Planlined Frequently Asked Questions
Q: What kinds of users and organization types does Planlined work with?
Planlined works with these users and organization types: Mid Size Business, Small Business, Enterprise, and Freelance.
Q: What languages does Planlined support in their product?
Planlined supports these languages: English.
Q: What kind of support options does Planlined offer?
Planlined offers support via online.
Q: Does Planlined have an API?
Yes, Planlined has an API.
Q: What type of training does Planlined provide?
Planlined provides training in the form of documentation and videos.
Q: Does Planlined offer a free trial?
Yes, Planlined offers a free trial.
Q: How much does Planlined cost?
Pricing for Planlined starts at $75/month.
Q: What pricing for support is available for Planlined?
Planlined offers support included with purchase.
Q: What pricing for training is available for Planlined?
Planlined offers training included with purchase.
Planlined Product Features
Benefits Administration
For Brokers
Supported
COBRA Administration
Not Supported
Claims Management
Not Supported
Deduction Management
Not Supported
Disability Insurance Administration
Not Supported
Employee Benefits Administration
Not Supported
FMLA Administration
Not Supported
FSA Administration
Not Supported
Flexible Spending Accounts
Not Supported
For Employers
Not Supported
HIPAA Compliant
Not Supported
Health Insurance Administration
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
