Planlined Alternatives

Meet Healthee—your intelligent healthcare navigation platform. Healthee delivers instant, personalized answers to employees’ healthcare and benefits questions in one intuitive, mobile-first experience. Powered by Zoe, our AI Personal Health Assistant, employees get clear insights into coverage, costs, and care options - helping them make smarter decisions and reduce unnecessary spend. Healthee streamlines open enrollment with plan comparison tools, improves plan selection, and provides claims analytics for HR and CFOs to identify cost drivers, optimize benefits strategy, and control healthcare costs-without changing existing plans. The result: confident employees, healthier organizations, and a more cost-effective benefits strategy - right at your fingertips. As a total benefits administration solution, Healthee connects 50+ point solutions into one unified hub—giving benefits managers real-time visibility, streamlined vendor management, and measurable ROI.

RemotePeople is a global Employer of Record (EOR) and workforce management platform. Founded in 2018 and headquartered in New York, it helps companies recruit, hire, pay and manage employees in 150+ countries without setting up local entities. RemotePeople serves 3,000+ companies with account managers and local HR support. EMPLOYER OF RECORD RemotePeople manages employment contracts, onboarding, payroll, tax administration, statutory benefits and local employment compliance. Clients direct employees' daily work. EOR Global starts at $499 per employee/month; your rate is confirmed in your quote. EOR Select starts at $199 per employee/month for selected countries and qualifying employee salary ranges. Country and salary conditions apply. EOR Switch supports provider transitions. Salaries, statutory employer contributions and other employment costs are additional; country-specific terms apply. RECRUITMENT In-house recruiters source and assess international talent. Services include Global Recruitment, Executive Search, recruitment process outsourcing, embedded recruiters, temporary staffing and talent mapping. Recruitment + EOR combines candidate sourcing with local employment. Its recruitment fee is 2% of the candidate's annual salary each month, plus the EOR fee. PAYROLL, CONTRACTORS AND US PEO Global Payroll and US Payroll support employees hired through clients' own entities. Contractor Management covers onboarding, agreements, invoices and payments. Contractor of Record adds classification support and contractual protections. US PEO provides co-employment, payroll, benefits and HR support. BENEFITS, MOBILITY AND EXPANSION Services include Global Benefits, Global Equity, visas and immigration, company incorporation, entity management and EOR-to-entity transfers. Employment and workplace add-ons include custom contracts, legal assistance, compliance audits, background checks, IT equipment, offices and fleet, stipends, expenses, severance and offboarding. AI COMMAND CENTER AI Command Center supports onboarding, payroll, leave, expenses and contract changes through natural-language requests, with expert review of high-impact changes and action records. The web platform includes employee self-service, documents, payroll reporting and approval workflows. RemotePeople supports startups, growing businesses and enterprises. Service availability and employing arrangements are confirmed by country. Request a demo or quote.

ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce.

Benefit Allocation Systems, LLC (BAS) introduces MyEnroll360, a dynamic SaaS platform transforming HR and benefits management. Seamlessly handle benefits enrollment, administration, compliance, and billing from hire to retirement with our agile cloud-based solution. Enjoy rapid setup, user-friendly navigation, and unwavering support for your success. MyEnroll360 by BAS offers a comprehensive SaaS solution, packaged and a la carte benefit plan enrollment & administration solutions featuring: -Online Benefits Enrollment (New Hire, Life Events, Open Enrollment) -Payroll Integration -Insurance Carrier Integrations -COBRA Compliance -Section 125 Nondiscrimination Testing -FSA Administration -HRA -ACA Compliance/Reporting -Retiree Premium Billing & Communications -Location Premium Billing -Individual Premium Billing -Employee Communications No matter your plan's complexity, our agile software adapts to evolving requirements, backed by hands-on support – Guaranteed!

RiskRemedy is AI built for commercial P&C brokerages. Retail agencies, wholesale brokers and risk consultants upload a policy, a set of carrier quotes or a renewal, and get back client-ready work in minutes: a policy review that reads every endorsement and flags exclusions and coverage gaps, a side-by-side quote comparison, a renewal comparison down to the form and clause, or a proposal in the agency's own format and branding. Every finding is cited to the page it came from, so producers can check it in seconds. Teams use RiskRemedy to cut the hours spent reading expiring policies and formatting proposals, to catch restrictive endorsements before a claim does, and to check certificates of insurance against contract requirements. There is nothing to install and little to learn: most teams run live client work in their first session. Uploads are encrypted and never used to train AI, and every customer gets hands-on support from people who know commercial insurance.

Ben is an AI-powered benefits administration platform for employers, brokers, carriers, and employees, built around voice-guided enrollment, AI plan recommendations, automated EDI filing, billing reconciliation, and benefits decision support. It turns benefit documents into enrollment-ready plans in minutes; teams upload SBCs, rate sheets, census files, PDFs, images, or spreadsheets, and the AI extracts deductibles, copays, rates, out-of-pocket maximums, and Rx tiers with confidence scores for review and approval. Employees then enroll with an AI benefits counselor that talks them through every decision, explains insurance terms in plain language, compares plans, answers questions, and can navigate the enrollment screen while making elections live. Ben’s PlanMatch AI runs thousands of simulations per plan using health data, family size, and cost preferences, while ClaimsIQ predicts individual costs from real claims, and CostLens lets employees explore real scenarios in dollars.

The successor to StrateCision's acclaimed LTC Quote program for LTC quote comparisons, LTC Quote Plus is the new industry standard for comparing LTC policy rates. With LTC Quote Plus, you can get quotes for a single client or a couple, for virtually all current LTC insurance plans. Choose levels for all benefits, including special riders unique to the policy. Create single or comparative proposals, up to 6 on a page. Show additional illustrations such as cost of waiting, how inflation protection increases benefits, and alternative premium tables. Quotes are state specific and designed to mirror those of the carriers' software. StrateCision's LTC Quote Plus is an enhanced program which adds many features requested by users, including save and retrieve proposals Screen preview of all illustrations. Search for all plans with the benefits you are looking for, and rank them in order of increasing premium. Synchronize benefits for spouses. E-mail illustrations to clients.

Qarar is an AI‑enabled business case management platform that lets teams collaboratively build CFO‑ready business cases in minutes using customizable templates, defined assumptions, and a spreadsheet‑free interface. It automates ROI and cost‑benefit modeling, provides guided frameworks for value propositions, and enables real‑time comparison and review of multiple scenarios. Designed to centralize all business case workflows, Qarar indexes assumptions, financial inputs, and narrative justifications to maintain consistency across proposals and preserves institutional knowledge as team members rotate. With built‑in sales enablement features, it streamlines the creation of polished, investor‑grade documents—complete with charts, executive summaries, and stakeholder‑specific analyses- and offers version control and portfolio management tools for the office of the CFO to track, compare, and approve cases at scale.

Web Benefits Design (WBD) is a leading national employee benefits technology, communication, and administration firm. WBD works with companies of all sizes to develop employee benefit solutions on the cutting edge of technology and value. We provide a one stop solution for employees and Human Resources to manage benefits. Customized benefits website with company logo, colors, images, and branding. The Supersite creates a single access point for enrollment, benefit comparisons, plan documents, forms, contacts, and decision support tools. For an engaging, high impact experience, our interactive decision support tool helps employees calculate future care considerations, annual premium cost, and benefit design to specifically recommend the right plan. WBD offers best in class COBRA and ACA! Our ben-admin platform provides fully integrated eligibility logic with real-time COBRA and ACA data updates and reports. One team. One eligibility source. One solution.

Track, monitor and manage your employee benefits. Dashboard & reports where you can design and set-up dashboards and reports to monitor the progress of employee enrollments. Passive renewals for upcoming enrollment periods, you can renew the benefits for your employees within a few clicks. Add them all to a new plan or continue with their coverage from the previous year. Manage coverage, perform enrollment maintenance activities like demographic updates, adding/removing dependents and changing plans in case of special life events. Employee on-boarding, onboard new employees, grant online access, and enable the new hires to enroll into employee benefits. Employee support to provide support through employee enrollment applications. Manage and reconcile premiums, billing, payments and remittance files. Track audit trails for ongoing operations. Approve transactions based on a configurable review workflow. Meet the IRS ACA reporting requirements by generating the 1094, 1095 forms.

Flowcase (formerly CV Partner) empowers professional services firms to create tailored resumes, CVs, and case studies with ease, helping them to win more bids in less time The new way to manage your CVs and Case Studies. Easily manage and tailor your company’s credentials for tenders. Quickly highlight the most relevant experience for each bid and proposal. Effortlessly export CVs and Case Studies to Word, PowerPoint and PDF. Use advanced search to find the right people for the proposal. Easily tailor and highlight relevant content for each proposal. Always up to date CVs and case studies in the same layout. Customizable templates to avoid copy paste. Collaborate on proposals with other companies. Increase consistency and quality in proposals. Some of our core features and benefits. One Single Workflow. One system for managing all stakeholders in the proposal process. Master CVs. One master CV for each employee provides a single interface for data input.

Benefitbay leverages an all-new benefit option called ICHRA, which allows employers to reimburse employees for individual health plans while maintaining the tax advantages of a group insurance policy. Benefitbay gives employees the purchasing power to buy the best benefits to meet their own specific needs. We’ve zeroed in on the key features of ICHRA and built a platform focused on simplicity, compliance, smooth deployment, savings, and support. Arrange employees into approved classes like location, salaried vs. hourly, and age. Set your budget and assign a strategic contribution for each class. Employees are guided through simple shopping & enrollment. They can select any individual plan available to them in their location, on or off exchange. Advanced Reimbursement Accounts (ARC) are funded for automatic monthly premium payments. Pre-tax payroll deductions are set up for off-exchange plans & all plan documents are created.

EnrollmentNow™ provides employee purchase plan and benefits enrollment for corporations, credit unions and employee benefits administrators. Every year, employees make choices about their employee benefits regarding medical insurance, life insurance and flexible benefits. For years, the process involved printing and mailing forms and guides. Each employee received a thick envelope of information and was asked to complete the many forms and return them for processing. The challenge facing corporations, credit unions and employee benefits administrators is to reduce the cost associated with enrollment. We can help! ISS Software is dedicated to providing quality shareholder accounting software and related solutions through a staff of highly trained professionals sharing a tradition of integrity and service to its clients. With over 25 years of experience in providing shareholder solutions to financial services providers and transfer agents.

The seProposals pricing engine guides your sales team when creating a quote. Only authorized users can change pricing, so you don’t have to worry about unapproved discounts or other pricing errors. Easily access key resources such as cover letters, case studies, and images in the asset library. Ensure your sales reps always have current, approved content for proposals– even if they are new to your team. seProposals offers built-in, line-item integration with most major CRM systems. Leverage the full power of your CRM, maximize your sales efficiency and reduce errors that arise from unnecessary duplicate data-entry. We customize our templates to fit your brand and design specs. So every proposal, regardless of who creates it, adheres to your corporate style. Your proposals will look great without wasting any sales times on formatting.

Formlio is a no-code proposal platform that helps teams create interactive, responsive web proposals instead of static PDFs. Users can build polished client-facing documents from professionally designed templates and reusable content blocks, including sections for text, visuals, videos, portfolios, case studies, testimonials, timelines, process, FAQs, pricing, graphs, approvals, and e-signatures. Formlio makes it easier to present scope, packages, pricing, optional add-ons, timelines, deliverables, and proof of work in one engaging proposal. Interactive quoting lets prospects explore options and see totals update in real time, while built-in approvals and e-signatures help move the deal forward inside the document. After sending a proposal, teams can track engagement with proposal analytics, including views, time spent, approvals, and client activity. Formlio is designed to help service businesses save time, present their work better, reduce back-and-forth, and win more clients.

Advise Wise is a cloud-based financial advisory platform that helps advisers source, compare, and manage later-life mortgage and equity release products tailored to clients’ needs with powerful filters, integrated property and medical underwriting, side-by-side plan comparisons, and Quick Quote tools for fast preliminary figures. It includes an integrated CRM where advisers can store client data, case documents, product searches, and key fact illustrations in one secure place, upload files of any format, and track case progress while fulfilling regulatory requirements such as Consumer Duty and FCA guidance. It also features an integrated Fact Find template that pre-populates with client and property information, AI-assisted Suitability Letter creation, and one-click submission of KFIs and online applications via API connections with lenders; advisers can also select and instruct specialist solicitors directly from a client case.

Ratiba is proposal and itinerary software built specifically for safari operators, tour companies, and DMCs. It replaces Word docs, Excel costing sheets, and static PDF quotes with one web app where your team builds day-by-day itineraries, prices them automatically, and sends interactive online proposals clients can view, comment on, and approve from any device with no login. Key features: a visual itinerary builder with reusable templates and AI-assisted planning; a content library of your lodges, activities, and parks; an automatic cost-plus pricing engine with rate cards, meal plans, seasonal rates, and multi-tier park fees; branded, mobile-optimized web proposals with comments, PDF export, and multi-language support; client CRM; and multi-user team workspaces with flat-rate, non-per-seat pricing. A modern alternative to Tourwriter, Tourplan, Travefy, Wetu, and Safari Portal for teams who want faster itineraries and premium proposals that close more.

Create new proposals automatically from your past proposals using AI. Sign up for free, or choose a plan that suits your team. Upload your past documents, to Google Drive, SharePoint, or Dropbox. Start using Docue to send sales proposals and quotes 10X faster. You can sign up for free, upload your past proposals, and draft new proposals faster.

Flimp is an employee benefits communication and HR video platform that helps organizations educate, engage, and empower employees with clear, scalable, and measurable content. It supports busy HR teams with explainer videos, training videos, enrollment teasers, chaptered presentations, benefits microsites, campaign services, and a large HR Benefits Video Library filled with pre-made animated content in English and Spanish. It is designed to make complex HR and benefits topics easier to understand, including HDHPs, HMOs, PPOs, HSAs, FSAs, 401(k)s, IRAs, FMLA, EAPs, ACA, AD&D, primary care, urgent care, emergency care, prescription costs, wellness, and retirement planning. Flimp helps employees access important information on demand instead of relying only on long emails, dense benefits guides, printed materials, or repeated HR explanations.

Avante is an AI platform for employee benefits teams. It helps HR and benefits leaders run their programs year-round, from plan changes and communications to reporting and employee questions. Avante has two AI products built on the employer's plans, programs, and eligibility rules. Ava supports the benefits team. In Ava Workbench, teams turn plan documents and data into updated FAQs, communications, leadership reports, and analysis of costs, utilization, and vendor performance. With Ava Agents, teams can delegate ongoing work and review the finished result. Carly gives employees personalized, 24/7 guidance on coverage, plan choices, and available benefits. Source citations, guardrails, and human escalation keep responses grounded, and Ava asks for approval before external actions. Avante works alongside existing benefits systems and is available through Slack, Microsoft Teams, and email. It serves enterprises and the brokers and consultants who support them.

Benelinx is a cloud-based agency management platform designed specifically for employee benefits insurance brokers to manage sales, client relationships, and policy operations in a unified digital system. Built on the Salesforce platform, it combines CRM capabilities, workflow automation, and insurance-specific data management into a single environment that supports the entire lifecycle of employee benefits services—from prospecting and quoting to policy management and renewal. It replaces fragmented tools and manual processes with integrated workflows that streamline agency operations, eliminate duplicate data entry, and centralize information across teams. Benelinx includes an integrated quoting engine, a customizable market plan library, and an automated document generator that allows brokers to move from quote to proposal and finalized sale much faster than traditional manual processes.

Crossary helps integration and migration teams turn source and target specification documents into reviewed, implementation-ready data-mapping workbooks. Upload both sides' specs — Excel, PDF, CSV, JSON, XML, XSD, SQL, or YAML and Crossary extracts a field inventory from each, then proposes a source-to-target mapping for every target field. Every proposed row shows its work: the proposed source, the mapping type, the verbatim quote from your documents it is based on, the reasoning and assumptions behind it, and the AI's self-rated confidence — a triage cue, not a guarantee. When nothing fits, Crossary abstains instead of guessing: the row becomes an honest gap with a clarifying question, because a wrong mapping is worse than an honest gap. You stay in control. Review, edit, accept, or reject each row, then run validation — a deterministic check of structure and key semantics (type compatibility, source-field references, cardinality); it is not a full correctness sign-off.

Global IQX equips employee benefits providers with AI-powered automation tools that enable sales and underwriting teams to focus on their best work. With several more AI and machine learning initiatives set to launch this year, Global IQX will continue to advance our automation and predictive analytics capabilities to align insurers with rapidly evolving customer expectations. Global IQX is the leading provider of AI-driven employee benefits software. Known for its sales and underwriting workbench, Global IQX provides configurable components for quoting, rating, proposals, enrollment and renewals for all benefit products of all sizes. The future-proof platform is the foundation for digital transformation in the insurance industry. Its suite of dynamic AI tools, configurable modules and microservices help insurers worldwide digitize, streamline and automate new business and renewal processes for employee and voluntary benefits.

Gain Deeper Insights and Improve Customer Experience. Increase your close ratio on policies and proposals within your insurance market. Higher than average close rates. Our solution makes it easy to share proposals, quotes, policies, and track how your prospects engage with them to see what peaks their interest. How It Works: Step 1. Drag and drop your file into SlyDeck email attachment tracking software download. Step 2. Copy or share the link to file email attachment tracking software review. Step 3. Review insights and plan your follow up. Insight Matters. Slydeck helps you plan the next conversation. Benefits: User Friendly Drag and drop your file into SlyDeck. Share a URL via our platform or email, text, WhatsApp, #slack or any other communication platform. Platform to Advise. Are prospects looking at your proposals and other documents? Is their interest peaked by something in particular? Our platform enables you to find out.

LumaQuote is lighting audit and proposal software built for contractors, lighting retrofit companies, distributors, and energy teams. It helps users collect project details, organize areas and fixture counts, compare existing lighting with proposed LED replacements, estimate energy savings, add utility rates, include controls opportunities, account for rebates, calculate installation costs, and generate branded retrofit proposals. Instead of building every lighting quote in spreadsheets, teams can move from audit to proposal in a more consistent workflow. LumaQuote is designed for commercial lighting upgrades, LED retrofit projects, rebate-supported proposals, and contractor sales teams that need cleaner numbers, faster quoting, and professional client-facing PDF proposals.

Talewind is a service-enabled proposal software platform that transforms complex sales document workflows into efficient, repeatable processes tailored to your business needs using hands-on configuration and ongoing support. It automates document generation so teams can create proposals, statements of work, and contracts in minutes instead of hours by answering a few guided questions, eliminating manual formatting and reducing errors. Talewind centralizes content in a searchable knowledgebase to simplify RFP/RFI responses, maintain brand consistency, and ensure accuracy while enabling dynamic pricing and configure-price-quote (CPQ) capabilities for scalable, rules-based quotes and orders. Talewind also provides a digital sales room to showcase content in a branded, one-stop buyer experience with engagement tracking and analytics, plus integrated eSignature and approval workflows to accelerate deal closure.

QuoteRobot makes it easy for web professionals to write winning proposals, invoices, and contracts. Our professionally designed proposal, invoice, and quote themes help you look your best. Rather than using a word processor, use one of our hand-crafted themes or create your own. QuoteRobot mines line item data from your quotes, invoices, and proposals to help you know what to charge for every item, automatically. Start from scratch, or use of our pre-written proposal templates to get your quote out the door more quickly. Save past proposals to use as templates for repeat pitches. Email your potential client a proposal with an optional PDF attachment and they can approve it on your own subdomain with a single click. Easily generate a detailed timeline of your project, complete with payment milestones so your clients know when to pay you to keep things moving.

Origin Benefits is an AI-powered Global Benefits Intelligence platform designed to help HR and benefits teams centralize, analyze, and optimize employee benefits across multinational organizations through a single, intelligent system. It brings together fragmented benefits data, such as plans, policies, vendors, and financial structures, from multiple countries and systems into one structured environment, creating a single source of truth that eliminates reliance on spreadsheets and disconnected tools. It uses its proprietary AI engine, Cuido, to transform this data into actionable insights, enabling teams to identify inefficiencies, uncover cost-saving opportunities, and make faster, more informed decisions about benefits strategy. Origin also automates administrative workflows such as renewals, comparisons, and compliance tracking, reducing manual effort while ensuring organizations remain audit-ready and aligned with local regulations across regions.

Managing proposal resources is never simple. Meridian for Proposal Teams smoothes out the procedures by giving Proposal Managers the tools they need to keep the schedule moving towards a successful delivery while providing the all-important subject matter experts with the ability to contribute in a timely and friendly way to the overall proposal effort. Get immediate access to approved content and quickly import into any working file. Search and retrieve company information, technical information, drawings, biographies, product data and much more. Here are just a few of the significant features and benefits: View and track proposal efforts at a glance, search and publish to reusable content libraries, work on proposal volumes in a collaborative workspace, build and manage virtual teams, common document formatting, accountability with checks and balances, built on Microsoft SharePoint.

Gives you the power, ease of use, and flexibility to improve employee benefits enrollment and communication processes. Fringe Facts Online is a powerful and cost-effective suite of web-based services customized to your specifications using your benefit rules, codes, and method of administration. Offers complete employee benefits enrollment and self-service for open enrollment, new hires, qualifying events, and status changes. Allows employees to enroll in their benefits, add or change dependents, and beneficiaries, view or print benefit confirmation statements, update personal information, find the answers to frequently asked questions, and more from home, work, or anywhere they have access to the Internet - 24 hours a day, 7 days a week. Includes Flexible Spending Account, 401(k) or 403(b) calculators, online surveys, HR and benefit forms, Summary Plan Descriptions, billing confirmations, and more.

Make your next request for proposal (RFP) fast, smooth, and efficient. As a trusted RFP concierge, InHub LLC’s leading Investment Consultant eRFP platform allows investment fiduciaries to complete the RFP process cost-efficiently. Using our robust eRFP technology, users can efficiently create a customized RFP questionnaire, submit the questionnaire to chosen candidates, evaluate proposals side-by-side, take notes online, and document the entire process for a fiduciary audit file. With InHub, you can speed up the RFP process while reducing risk and cutting costs.

Brickroad is a sponsorship management platform for brand-side sponsorship teams. It replaces spreadsheets and email threads with one system that follows each sponsorship request from intake to post-event reporting. Requests arrive through a branded, customizable intake form, with screening questions that flag or decline requests that do not meet set criteria. Brickroad routes each request to the right owner and region, summarizes uploaded proposals with AI, and scores requests against the team's own evaluation criteria. Requests move through a defined approval pipeline with a full audit trail and role-based permissions. Accepted deals keep their terms and budget on an agreement record. Reporting covers budget versus actual spend and comparisons across deals. Teams track delivery of each sponsorship benefit with photo proof, and post-event reports are sent to sponsors through a secure link. A dashboard and calendar show every request and event across the portfolio.

For Employers, spending less time managing their group’s benefits means spending more time focusing on the core of their business - people. Quote, sell and maintain small groups without the hassle of paper and multiple platforms. FormFire makes managing group benefits quicker, easier and more attractive for small groups. FormFire's platform makes the process of collecting Employee data simple. Plus, it empowers Brokers to gain and retain more clients. At renewal, quote every available plan, whether ACA or medically underwritten, without having to exchange a single piece of paper. With the help of a trusted Broker advising them, Employers can make the best decision about what plans to offer in a digital marketplace – from major medical to pet insurance. Employees can make plan selections online, comparing options and pricing in real-time.

tenderOS is an AI-powered proposal automation platform that learns from a company’s historical proposals, quotes, contracts, and related sales documents. The system analyzes existing files to understand an organization’s writing style, document structure, pricing logic, compliance language, and service offerings. When a new RFQ or RFP arrives, tenderOS can generate a complete proposal draft using the company’s established format and content patterns. Teams can review and approve generated responses rather than creating each proposal from scratch, helping reduce turnaround time and manual copy-and-paste work. The platform can operate as a standalone proposal workspace or integrate with CRM systems including Salesforce, Odoo, HubSpot, GoHighLevel, Zoho, and Pipedrive. tenderOS is designed for organizations in proposal-intensive industries that want to improve response speed, consistency, and sales productivity.

Support employees at your organization from their first day to their last. Onboarding, engaging, transitioning—wherever your employees are in their journey, the ThrivePass benefits suite is here to support them. Use the whole benefits suite or just the products you need. Give employees the education and support they need to select the right plans. Manage everything from eligibility and enrollment, status changes and reporting all in one place. Employees receive all the information they need to choose the benefits that best suit their needs. A lifestyle spending account for employees to use on our marketplace or request reimbursement. HRA, HSA, FSA, Dependent Care, commuter benefits—whatever the plan type, employees can access pre-tax smart accounts in the ThrivePass web or mobile app. Aid employees in their transition out of your organization by helping them choose benefits that fit their life circumstances.

GovDash identifies opportunities, guides you through capture, builds compliance matrices, annotates outlines, writes proposals, and more. GovDash is a tireless, skilled teammate, ready to produce winning bids alongside you. General purpose tools can't handle the complexity of government solicitations, so we combined federal proposal managers with expert AI engineers to build a platform purpose-built for GovCon. GovDash identifies opportunities, guides you through capture, builds compliance matrices, annotates outlines, writes proposals, and more. Detailed breakdown of all instructions, PWS requirements, and evaluation factors. A structured, editable view of exactly how GovDash plans on writing your proposal.

AIKASIX is a browser-based construction management system for Finnish contractors. It brings estimating, quotation requests and proposals, project setup, scheduling, task management, worksite documents and drawings, time entry, invoicing, and accounting-office materials into a shared project workflow. Office users can prepare estimates and quotes, manage projects, review hours, and create invoices; site personnel can log time and access job documents from a phone. Additional functions include cost tracking, supplier quote comparison, planning, main-contractor workflows, and site access control. Separate plans cover time tracking and site access, while the Ydin plan combines estimating, quotes, projects, hours, invoicing, and accounting materials. Pricing is monthly, with included office and mobile users and additional user charges. Optional onboarding can include data transfer and staff training.

All-in-one proposal, contract, and quoting software. Our online quoting software is the ultimate sales tool for document automation. We extend the power of your CRM and provide everything you need to turn your leads into paying clients. No need to switch between word processors, CPQ tools, eSignature apps, and follow-up emails. Quote Roller lets you create sales documents, employ dynamic quoting, get electronic signatures, and improve your sales processes all the while. Boost your team’s productivity by 35%. Quote Roller helps your reps close deals faster by eliminating duplicative work on sales quotes and replacing traditional PDF proposals. Save at least one hour per document and several hours per deal. Automated manager reviews help pin down the approval process. Locked content satisfies marketing, accounting, and legal requirements. Now you can count on consistent sales quotes and business proposals each and every time.

Create faster and better business proposals. Generate unique sales documents for your clients, reusing content and managing your costs to save time and money. Make your proposals more agile. Make them look better. Boost your productivity. Move up to the next level, creating unique sales documents for your clients accessible anywhere. Quoters has no limits on any plan. When a company’s success depends on a single person. Quoters will be your best weapon for quoting, so you can focus on what truly matters: your business. With Quoters, work in the cloud to create well-designed and professional sales proposals, so your price quotes are a true representation of your image. Keep track of the versions of your project and let clients accept your proposals online. It’s difficult (if not impossible) to get your quote accepted right away. That’s why you can create all the versions you need. And once you’ve convinced your client, he/she can sign the quote online.

Businesses small to large and individuals like yourself in every industry have been using Proposal Kit to create their business proposals, quotes, plans and contracts for over 20 years. Order now, download and get started in minutes. No ongoing subscription fees. Free support is included. Proposal Kit is well suited for tough times like these. Save costs with a single low-cost purchase instead of incurring ongoing monthly fees. All our proposal packages include templates and layouts for all types of businesses and situations including healthcare and medical, transportation, logistics, security, pitching new business opportunities, business restructuring, crisis management, etc. Our staff is available to assist in helping you put together any kind of proposal document you need. Install locally or on your network or cloud. Contract and proposal writing for any business. Proposals and contracts for many situations. 15,000 page content library.

Cincom CPQ is a configure, price, quote (CPQ) solution purpose-built for manufacturers selling complex, configurable products. It enables sales teams, distributors, and partners to create accurate, buildable quotes by automating product configuration, pricing, approvals, and proposal generation. With rule-based configuration, guided selling, dynamic pricing, multi-level BOM support, and workflow-driven approvals, Cincom CPQ helps manufacturers reduce quoting errors, shorten sales cycles, and improve operational efficiency. The platform supports multiple languages, currencies, and deployment options, making it ideal for global manufacturing organizations.

For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more.

Ideon is a centralized, cloud-based infrastructure platform that provides data management and connectivity solutions for the health insurance and employee benefits ecosystem. It enables carriers, InsurTech platforms, HR systems, and benefits administrators to access and exchange plan data, provider data, and enrollment information through a single, unified API integration. Instead of building and maintaining multiple complex connections with individual insurance carriers, organizations can connect once to Ideon and gain access to normalized, real-time data from hundreds of carriers nationwide, significantly reducing integration complexity and operational costs. It includes core products such as IdeonQuote, which delivers accurate plan, rate, and eligibility data for quoting and comparison; IdeonSelect, which provides comprehensive provider and network data to support care navigation and decision-making; and IdeonEnroll, which enables scalable, automated enrollment.

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!

Good things come in threes. Rise unifies HR + Benefits + Payroll into a simplified, personalized, all-in-one People Platform. Reclaim your time. Let Rise help you build a better workplace by focusing on your people and their experiences, not processes and paperwork. Personalize the entire employee experience—all in one place. Let employees view their personal journey, access employee documents and request time off—all within a tool they already use and love. Benefits administration is so much easier with Rise’s modern, easy-to-use, paperless benefits platform—with HR and payroll integration you’ll love. With Rise, your group benefits and payroll are always in sync, saving you hours in reconciliations and accounting. Plus, your employees can self enroll and update their own benefits plan anytime so you’re always up to date. Run payroll with one hand tied behind your back. It’s that easy. Rise integrates payroll with HR and benefits so you don’t have to sweat the details.

REQVERA is final bid control software for teams responding to RFPs, RFQs, tenders and complex proposals. It adds a control layer between completed proposal writing and final submission by connecting buyer requirements, approved evidence and the exact release candidate. REQVERA helps teams identify requirement gaps, unsupported claims, weak or missing evidence, unresolved compliance points, inconsistencies and release blockers before the bid reaches the buyer. Built for bid managers, proposal teams, consultants and organizations competing for contracts, REQVERA complements proposal writing and AI tools rather than replacing them, with a focus on traceability, evidence control, compliance and submission readiness.

Automate and simplify every aspect of your benefits program with PlanSource Reach employees with targeted messaging and communication campaigns you can customize by group and automate across email, text, mobile app and more. Consolidated self-billing and invoice reconciliation mean less time auditing and adjusting insurance bills each month and more time. Complete compliance solutions and peace of mind for ACA measurement and reporting, COBRA administration, eligibility requirements, and more. Streamlined workflows and real-time integrations deliver an enrollment experience that’s designed to drive higher engagement and plan participation. Our 100% mobile experience – on our app or online – makes it easy to shop for benefits the same way you shop for anything else. Eliminate manual processes and hours of HR admin work with true end-to-end benefits automation.

Whether your company is commercial or residential, EasyQuote HVAC can save your business time & money with affordable & easy to use software. Our estimation software was specifically designed to be easy & affordable for small businesses while also having the quality features that are functional for all business sizes. EasyQuote Software is not like other HVAC software. It requires no expensive training or classes, no contracts, every purchase includes 1 year tech support, and tech support updates are affordable. Proposals have never been this easy. With EasyQuote HVAC you select your equipment quickly from pop up menus. It's so fast you will be able to give your customer several options and close the sale right in their living room. Generate Job files and proposals in seconds. EasyQuote allows multiple variations of quote for good, better, and best presentations or even a gas versus heatpump comparison.

Edenred Benefits offers flexible benefit solutions designed to improve employee satisfaction and employer branding, focusing on commuter benefits, lifestyle spending accounts, and claims reimbursements. It supports more than 10 million employees and 3,500 companies with tools like AI-automated claim approvals, a mobile app, debit cards, and web portal access to simplify benefit use. Its commuter benefits programs allow employees to pay for biking, transit, or car commuting pre-tax, helping employees save money and supporting eco-friendly options. LSAs let employees tailor spending on wellness; gym memberships, meal plans, pet care, etc., as part of a broader well-being strategy. Edenred emphasizes security and compliance, being SOC 2 Type II certified, PCI compliant, meeting GDPR and other regulatory standards, and maintaining extensive compliance support for tax code sections.

XaitWebProposal guides you through the creation of custom mini-websites without a web developer. Ideal for sales and proposal teams looking to save time, engage buyers and keep the conversation flowing. Engagement provides opportunity insight. XaitWebProposal delivers a unique and fast way to stand out from the competitive crowd. Content and layout have important roles to play, XaitWebProposal governs both automatically for professional, on-brand documents. More engagement means more opportunities, XaitWebProposal automates the construction of mini-sites based on your content and layout to save time. Interaction accelerates the sales cycle, XaitWebProposal’s interactive experience keeps the conversation flowing.