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 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.

Pricing

Starting Price:
$75/month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

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Company Information

BART Technologies Inc
Founded: 2025
United States
planlined.com

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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?

Planlined Product Features

Proposal Management

Electronic Signature
Templates
Automatic Formatting
Contact Management
Pipeline Management
Collaboration
RFP Management
Knowledge Library
Content Repository
Document Management
Requirements Management
Task Management
Calendar Management
Version Control
Revision Management