Alternatives to Planlined
Compare Planlined alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Planlined in 2026. Compare features, ratings, user reviews, pricing, and more from Planlined competitors and alternatives in order to make an informed decision for your business.
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Healthee
Healthee
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. -
2
MyEnroll360
Benefit Allocation Systems, LLC.
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! -
3
Workterra
Workterra
Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience. Workterra’s industry-leading technology, together with a comprehensive suite of administrative services backed by a dedicated service team of benefits experts, helps clients deliver a personalized employee enrollment experience, reduce administrative burden and streamline data exchanges with the utmost accuracy and security. -
4
Origin Benefits
Origin Benefits
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. -
5
Web Benefits Design
Web Benefits Design
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. -
6
EmployerEngage
Benefitalign
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. -
7
Ben
Ben
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. -
8
Cluda
Cluda
Cluda is an AI-powered insurance policy analysis, comparison, and renewal automation platform designed to help brokers and insurance professionals streamline their back-office workflows by eliminating manual checks, reducing errors, and speeding up key tasks. It uses intelligent document ingestion to upload and standardize complex policy documents in formats like PDF and Word, automatically extracts key data and clauses using advanced OCR and AI, and generates clear side-by-side policy comparisons that highlight differences in coverage, exclusions, and terms with direct links back to the source documents for verification, reducing the risk of missed changes and compliance issues. Cluda also maps extracted and compared data into branded renewal reports using firm-specific templates, saving hours of manual reporting and enhancing client communications, and it supports an AI-driven assistant for coverage queries and policy insights. -
9
LTC Quote Plus
StrateCision
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.Starting Price: $25.00/month/user -
10
benefitsCONNECT
benefitsCONNECT
benefitsCONNECT is a fully-automated, cost-effective, web-based, benefits enrollment and administration platform that electronically connects brokers, employers, human resource administrators, employees, carriers, and third-party administrators. Our first clients were complex healthcare systems, and we’ve never strayed from our original mission of making it simple to run even the most complicated benefits plans. We bring the same focus, drive and depth of industry knowledge to every part of our client partnerships. We haven't lost a client to the competition in half a decade, and our over 90% client referenceability rating shows that we support our partners for the long haul. When you partner with benefitexpress, you’ll work with the same team from the first day of discovery through ongoing support, backing you with people you trust. -
11
Noyo
Noyo
Noyo connects and simplifies the employee benefits ecosystem with modern, API-powered data infrastructure. Integrate with Noyo and connect to a new world of benefits. Quickly connect to Noyo’s APIs and activate fast, accurate data exchange with insurance carriers. Win customers with powerful automation, real-time visibility, and clean, trusted data. Noyo offers the only full-featured APIs for benefits administration, with the entire lifecycle of a policy, covered. Quickly install new groups in the carrier’s system and automatically confirm enrollment can begin. Send transactions, receive confirmations, and automate accuracy with APIs for member changes. Process and confirm renewals via API to eliminate manual work and activate fast reliable coverage. Transform digital enrollment with partner-facing APIs and industry-leading sync capabilities. Get up and running fast with a flexible, one-to-many API solution that plugs into existing systems. -
12
Maestro Health
Maestro Health
Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits. We work with employers and their trusted advisors to build health and benefits solutions designed around what matters most—people. With a self-funded health plan, the employer pays for members’ healthcare coverage directly instead of using an insurance carrier. This includes paying claims, defining networks and repricing strategies and taking on the risk of the claims associated with their plan design. Self-funded benefits give employers the power to build health plans around their people’s needs. We design solutions that help lower costs and drive better health outcomes—without slashing benefits. At Maestro Health, we believe that employee health and benefits should be easy. Meet Maestro Health, a tech-enabled third-party administrator (TPA) for employee health and benefits. -
13
Avante
Avante
Avante is an AI benefits operations platform that helps HR and benefits teams manage program changes, prepare communications, and support employees year-round. Ava helps teams turn benefits documents and data into work they can use: updated FAQs, employee communications, leadership reports, and analysis of costs, utilization, and vendor performance. When plans change, Ava helps identify missing or conflicting information and prepare updated materials for review. Carly gives employees personalized, 24/7 guidance on coverage, plan choices, and available benefits. Both agents draw on the employer's plans, programs, and eligibility rules, connecting the team's work with the guidance employees receive. Source citations, guardrails, and human escalation support the work. Avante works alongside existing benefits systems and is available through Slack, Microsoft Teams, and email. -
14
EnrollmentNow
Integrated Software
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. -
15
THEbenefitsHUB
allsynx
allsynx is a software company that helps clients and brokers experience a simplified benefits enrollment and management experience. Our THEbenefitsHUB enrollment software solution gives employers peace of mind when it comes to their online enrollment, data, product education, benefit administration, and carrier connections. It's a breeze for employees, too! Employees get an easy-to-navigate enrollment that helps them stay knowledgeable about the benefits being offered them.Starting Price: $5.00 PEPM -
16
FormFire
FormFire
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.Starting Price: $399 per month -
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Qarar
Qarar
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.Starting Price: $999 per month -
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Benefitbay
Benefitbay
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. -
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Employee Navigator
Employee Navigator
Software for insurance brokers, carriers, and HR departments to make running a business easier. Employee Navigator works with the nation's leading insurance brokers and insurance carriers to provide companies of all sizes with modern benefits & HR software. Join the nation’s fastest growing benefits and HR platform today and see what over 1,000 brokers and 27,000 companies of all sizes have already discovered. Employee Navigator’s SOC2 (Service Organization Controls) Type II certification demonstrates our commitment to security, integrity, confidentiality, and privacy. -
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Flimp
Flimp
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. -
21
Benelinx
Benelinx
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. -
22
ThreeFlow
ThreeFlow
Without meaningful collaboration, brokers and carriers are stuck in an endless back and forth over emails and spreadsheets, with little time to talk strategy. We’re the shared solution that helps them be more efficient, effective, and ultimately productive. Whether a renewal or new business, ThreeFlow addresses end-to-end needs: from data collection to underwriting review and client presentation to implementation. ThreeFlow is a new category of enterprise software that allows brokers and carriers to manage renewals and new business in one shared system. We account for the nuanced workflows and dynamic relationships across brokers, carriers, third-parties, and clients, and provide shared visibility to enable brokers and carriers to deliver the best possible outcomes for their mutual clients. -
23
HappyPal
HappyPal
HappyPal is designed by former elected officials to put an end to tedious management, unused benefits and dissatisfied employees thanks to an intuitive 100% digital experience including the most complete catalog of benefits on the market. +100,000 exclusive offers negotiated to really boost the purchasing power of your employees: 100% digital and instant. Crazy and exclusive benefits from the brands and services that your employees really use. Personalize the HappyPal catalog by choosing the brands that match your company culture or adding your own benefits. Employees purchase their discounted tickets online and receive them immediately. Simply find all the supporting documents and documents sent for each employee.Starting Price: Free -
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Advise Wise
Advise Wise
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. -
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minu
minu
Loyalty to your collaborators and increase the productivity of your company with our work benefit plans that promote talent retention. Reduce staff turnover, attract the best talent, and drive productivity with a competitive job benefit plan. Employees accumulate usage benefits from the first few months. 100% tax deductibility with gasoline vouchers or 53% with pantry vouchers. Ensures the welfare compliance of your employees. By reducing financial stress on employees. We are a certified company. Your data is protected with minu. You can decide which of these plans to activate for your collaborators. You manage them from a web platform and they are reflected in the employee's mobile application. With these work benefit plans you promote the physical, mental, and financial health of workers. You attract and retain the best on the market. Minu is the leading employee benefit platform in Mexico, pioneers in the on-demand salary benefit.Starting Price: $137.23 per month -
26
PlanSource
PlanSource
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.Starting Price: $4 per month -
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PeopleStrategy
PeopleStrategy
A full-service broker, PeopleStrategy offers expert benefits consulting, intuitive HR software and comprehensive administrative services to provide employers with a single source for the tools and resources to attract, manage and retain talent. PeopleStrategy’s cloud-based HR platform is ideal for companies with 50 to 500 employees, but is designed with flexibility to scale up or down. It features HRIS, Payroll, Benefits Administration, Time, Attendance, Onboarding, Applicant Tracking, Performance, Compensation Planning, Compliance, Reporting & Analytics in a single platform. PeopleStrategy Insurance Services works with employers to develop a long-term, sustainable benefits strategy. Experienced benefits consultants identify the right mix of health plans, wellness programs and non-insured benefits options to the needs of employees and their families.Starting Price: $24 per user per month -
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Zywave CPQ
Zywave
The Industry’s only complete, integrated solution that will transform your quoting and renewal process. Simplify complex and time-consuming processes to unlock the full growth potential of your agency. Configuring, pricing and quoting is an essential function of any insurance brokerage. For most brokers, these functions heavily rely on outdated, manual and inefficient workflows that are often error-prone and likely provide a poor customer experience. Zywave CPQ - Benefits leads the market with the most innovative solution that automates mission-critical steps of a benefits buyers’ journey. Driven by data, you are able to configure multiple benefit options which provides strategic insights for your clients. Streamline the quoting step with direct access to carrier pricing, which is supported with the ability to present professional, custom-branded proposals. Simply put, using Zywave CPQ - Benefits allows you to sell and service better than ever – ultimately fueling growth. -
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Ideon
Ideon
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. -
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Bennie
Bennie
We are on a mission to help employers, employees, and their dependents get access to better benefits. Our platform, products, and services are designed to help small and mid-sized companies make benefits less complex and more accessible. Our app is designed to make benefits less complex and more accessible, empowering people with the understanding necessary to improve their lives. Licensed in all 50 states, Bennie is a full‑service employee benefits broker and maintains national and regional relationships with all insurance carriers. Our team of experts will also help round out your HR technology offering with access to our preferred partners. With Ask Bennie, members have access to healthcare experts who work for you, not the insurance companies. Our Ask Bennie advocates help with open enrollment, bill negotiations/mistakes, benefits questions, finding doctors, and more. Bennie helps your members manage their benefits, so you can get back to what matters most. -
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Edenred Benefits
Edenred Benefits
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.Starting Price: Free -
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Maxwell Health
Maxwell Health
Maxwell Health is now powered by Sun Life, which means insurance and technology have joined forces to create the first carrier-distributed technology platform. What does this mean for you? A painless benefits and HR experience that’s easier and better in the ways that make a difference. Picture it: A single technology platform that rounds out your HR ecosystem and supports all of your benefits, period. Save time by managing your full suite of benefits online, totally paperless. Modernize your benefits offering and experience with an easy-to-use interface. Empower employees to make educated decisions about their benefits. Benefits are complex enough. Managing your benefits technology shouldn’t be. At Maxwell, our team of technology experts are available at your fingertips, so you’re set up for success from the start. -
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BeneTrac
Paychex
BeneTrac is sold only through employee benefit brokers. Only BeneTrac gives you a local rep with both carrier and technology experience. BeneTrac gives you a long-term answer to your company's HCM needs. BeneTrac software and the Paychex Flex® HCM platform deliver seamless interactivity with your current office platform. Now after almost two decades of improvements, we’ve expanded our cloud-based solutions to include comprehensive Human Capital Management. -
34
ThrivePass Benefits Suite
ThrivePass
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. -
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BenefitNet
Teambase
We offer a variety of cloud based solutions for today’s modern enterprise. We specialize in Human resources, payroll, employee benefits, flexible benefits as well as products for modern insurance brokers and insurers. BenefitNet is an online solution that enables insurers, insurance brokers and employers to simplify the administration process of their employee benefits schemes for medical, life and additional policies. Our solution provides Innovative solution which enables insurers, brokers or organisations of any size to effectively provide online enrollment and administration of flexible (voluntary) benefits schemes. Teambase Companion is digital companion for both internal and external use to enable organisations to interact with their employees or clients better via automated conversation through digital communication. -
36
CapIntel
CapIntel
CapIntel is a modern, cloud‑based proposal-generation and investment comparison platform tailored for enterprise wealth managers, financial advisors, and asset management teams. It features an intuitive drag‑and‑drop proposal builder that enables branded, interactive digital proposals—complete with customizable text, visuals, charts, and real‑time performance comparisons. Advisors can import client holdings, compare them against house or custom models, duplicate and adjust portfolios on the fly, and present findings live online or in person. Embedded compliance guardrails, automated tracking, and analytics ensure standardized workflows and transparency. It supports unlimited product comparisons, portfolio management tools (create, save, clone, manage models and contacts), and seamless integration of compliance and marketing materials. -
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VendorSmart
VendorSmart
VendorSmart℠ is a comprehensive, web-based platform built to help Community Managers find the best vendors for their open projects. Community Managers simply fill out a quick and easy to use RFP form, and the VendorSmart℠ team will source our network of pre-vetted vendors, compile bids and deliver a professional board packet containing side-by-side bid comparisons. The VendorSmart℠ team will also vet vendor insurance documents at no cost to the vendor, manage service contract renewals and file and deliver 1099s. VendorSmart℠ removes the tedious and time-consuming efforts made by Community Managers during the RFP process, and allows them to refocus their time while our team does the busy work. -
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Picwell DX
Picwell
Picwell exists to ensure people get the direction they need to make wise employee benefit decisions. We give HR & Benefits teams and their workforce benefits partners the tools they need to drive long-term results. Give your employees access to intelligent, personalized benefits guidance anytime, anywhere, from any device. Help Your Employees Make Wise Medical Plan Choices. Within minutes, each employee will see which health plan best fits their personal situation based on their unique health status, personal preferences, and risk tolerance. Offer Interactive HSA Education. The interactive Health Savings Account module allows you to illustrate the power of HSAs with interactive education. Offer Employees Personalized Education on All Benefits. Configure Picwell DX beyond medical decisions and offer personalized educational modules on any supplemental benefit, from dental insurance and voluntary benefits to a 401(k) or other wellness programs. -
39
BenSelect
Selerix
Trusted by more than 18,000 employers and 8 million employees, Selerix BenSelect is utilized by employers, brokers & carriers to facilitate core & voluntary enrollments, end-to-end benefits administration, and seamless 3rd party data integrations. Selerix is completely dedicated to giving you what you need to be a true HR hero. Our totally integrated benefits system is based on years of deep industry know-how and technological savviness. Fairly priced. Fully featured. Honestly configurable. -
40
Ciphr
Ciphr
Ciphr connects HR, payroll, benefits, learning and recruitment in one integrated suite for UK mid-market organisations with 200 to 2,000 employees. Our solutions bring the employee lifecycle into one joined-up system, giving HR and payroll teams more control, clearer data and less repetitive admin. Trusted by more than 1,400 organisations, including Volkswagen Group, the Natural History Museum and Lebara. *Platform modules* - HR software: intuitive cloud HR with self-service workflows, absence management, and built-in AI tools including an AI policy assistant - Payroll software: API-led cloud payroll named Software Product of the Year at the 2025 CIPP Annual Excellence Awards - Benefits software: flexible employee benefits platform to support workforce engagement - LMS & Ciphr eLearning: modern LMS with off-the-shelf compliance courses and bespoke eLearning content - Recruitment software: applicant tracking and onboarding tools to streamline hiringStarting Price: £5/month per user -
41
PerfectQuote
PerfectQuote
PerfectQuote is Insurance CPQ to help brokers and general agents sell faster by eliminating the mind-numbing data entry required to sell and renew insurance. PerfectQuote® supports several lines of coverage, including ACA/Small group medical across all 50 states and large group medical, dental, life, and disability products with the industry's most popular carriers. The PerfectQuote® experience provides for error-free plan analysis, robust comparison tools, and enrollment and contribution modeling and offers the ability to easily export plan details to a streamlined spreadsheet or present online in today's new environment. Easily analyze hundreds of plans in seconds to help your clients find the best plan at the lowest price. Quickly export to our streamlined spreadsheet or present online. Show medical and ancillary lines of coverage without the hassle. Clearly see increases and decreases for key decision points across a variety of benefits.Starting Price: $129 per month -
42
benfit.care
benfit.care
benfit.care is a modern employee benefits and engagement platform designed to help companies manage insurance, wellness, and HR communication in one unified dashboard. It simplifies the entire benefits experience, making it easier for employees to understand their policies and for HR teams to reduce manual processes. With benfit.care, employees can access all their insurance details, track claims, download documents, and get real-time updates without depending on HR. The platform also supports brokers by providing a structured way to deliver benefits more transparently to their corporate clients. Built with a focus on clarity and accessibility, benfit.care improves engagement by helping employees stay informed about their benefits, deadlines, and claim statuses. HR teams gain visibility into employee queries, policy usage, and communication performance allowing them to improve benefits adoption and experience.Starting Price: $1/month/user -
43
IQX Platform
Global IQX
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. -
44
QuickBooks Workforce
QuickBooks
QuickBooks Workforce is team management software that helps businesses pay and manage their team in one place, bringing payroll, time tracking, HR, benefits, employee data, scheduling, documents, and reporting into a connected workflow. From payroll and time tracking to HR and benefits, QuickBooks Workforce grows with a team and business needs, helping employers take care of payroll, track time, manage HR, and support employees without scattering work across disconnected systems. Payroll tools help calculate, file, and pay payroll taxes, run payroll for salaried employees on direct deposit, manage garnishments and deductions, e-file 1099 forms, review payroll before paychecks are sent, and create reports for payroll history, bank transactions, contractor payments, paid time off, tax payments, and more. Team management tools include secure employee document upload and sharing, employee profiles, team directories, bulk employee data updates, employee history, effective dating, etc.Starting Price: $44 per month -
45
Rise
Rise
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. -
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PeopleKeep
PeopleKeep
PeopleKeep offers health reimbursement arrangement (HRA) and employee stipend administration software that allows organizations to create individualized benefits packages to improve employee engagement and strengthen workplace culture. Employees increasingly expect more customized and diverse benefits from today’s employers. In order to recruit and retain top talent, employers need to incorporate more flexibility and inclusivity into their benefits packages. With PeopleKeep, employers can develop a personalized benefit plan that increases employee satisfaction, reduces administration tasks, and serves as an essential tool in retention and recruitment. -
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mednefits
mednefits
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!Starting Price: $146.83 per year -
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Active File Compare
Formula Software
Active File Compare is an advanced utility for the comparison and synchronization of any text files in visual mode, it reports the results of the comparison in two side-by-side windows on the screen, the differing lines being marked with special color icons. This utility is an excellent tool for comparing source code versions since it allows you to correct the source code and also supports syntax highlighting for the programming languages C++, C#, Java, Visual Basic, Delphi, Object Pascal, SQL, Perl, Assembler, Fortran, Foxpro etc. and for HTML, PHP, XML, INI and BAT files. You can also use it to manage the source code when several independent authors make changes. The algorithm of comparing is designed in such a way that it's always very accurate in finding differences both in small text files and in files with a large number of changes. Active File Compare has its own file manager consisting of two side-by-side windows.Starting Price: $7.95 one-time payment -
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Medefy
Medefy
A member-first health benefits experience that employees can't get enough of. Our Care Guides are real humans and in-app benefits experts that quickly and compassionately help find and schedule care in real time. With an average initial response time of 45 seconds, to boot. Medefy takes all the moving pieces of your benefits plan and puts them into one tidy, centralized app hub. Making member access and decision-making simpler. Help that comes before they even know they need it - with guidance before, during, and aftercare. So members can squeeze every last drop of value from your benefits program. Other platforms put users through the wringer - with several tiered thresholds before getting to the person and response they need. Without real-time, in-the-moment help, users are too often left to make important health decisions alone. -
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Flowcase
Flowcase
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.
