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.

About Planlined

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.

Pricing

Starting Price:
$75/month
Pricing Details:
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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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.

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?
Q: What languages does Planlined support in their product?
Q: What kind of support options does Planlined offer?
Q: What type of training does Planlined provide?
Q: Does Planlined offer a free trial?
Q: How much does Planlined cost?
Q: What pricing for support is available for Planlined?
Q: What pricing for training is available for Planlined?

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