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
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

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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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