Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Avante brings AI to the ongoing work of running an employee benefits program. HR and benefits teams use it to work through plan changes, create communications, analyze program performance, and give employees personalized support.
The platform combines two AI agents. Ava supports the benefits team, helping turn program documents and data into updated FAQs, employee communications, leadership reports, and analysis of costs, utilization, and vendor performance. Carly supports employees with 24/7 guidance on coverage, plan comparisons, and benefits relevant to their circumstances.
Both agents work from the employer's plans, programs, and eligibility rules. When new plan information is added, Ava helps identify gaps and conflicting documents and prepare updated materials for review. That shared program context also informs Carly's employee guidance.
Company strategy and priorities guide the agents' work. Source citations, ongoing evaluations, guardrails, and escalation to human support provide controls around responses and outputs.
Avante works alongside existing benefits systems, with access through Slack, Microsoft Teams, and email. It serves mid-to-large employers and the brokers and consultants who support them.
Description
Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It handles U.S. group-health proposals, not property-and-casualty quoting or employer enrollment administration. It transforms quotes from carriers, SBCs, invoices, and rate sheets into easy-to-understand side-by-side comparisons, as well as branded proposal books and comprehensive employee benefit guides. Initially launched in 2025 under the name BART (Benefit Analysis Reporting Tool), it addresses the cumbersome task of manually entering data during renewal season.
Instead of re-keying information from carrier PDFs into spreadsheets or presentations, Planlined streamlines this process by allowing users to upload their existing documents. The software automatically extracts plan data, presenting it in a normalized comparison format and highlighting any uncertainties for verification against the original source before sending it to clients.
Once a case has been approved, users can export a customized proposal book and an employee enrollment guide, both featuring the branding elements of the agency, such as logos and color schemes. Since the data for both documents is derived from the same source files, consistency is maintained throughout. Additionally, plans and cases are archived in libraries for easy access during the next renewal period, while client share links allow for effortless sharing of comparisons without the need for attachments, enhancing convenience and efficiency. This innovative approach not only saves time but also minimizes errors, ultimately improving client satisfaction.
API Access
Has API
Yes
API Access
Has API
No
Integrations
ADP DataCloud
Yes
Alight
Yes
Claude
Yes
Dayforce
Yes
Gemini
Yes
Grok
Yes
Lyra
Yes
Maven
Yes
Microsoft Outlook
Yes
Microsoft Teams
Yes
Integrations
ADP DataCloud
No
Alight
No
Claude
No
Dayforce
No
Gemini
No
Grok
No
Lyra
No
Maven
No
Microsoft Outlook
No
Microsoft Teams
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Avante
Founded
2024
Country
United States
Website
www.avante.ai/
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
No
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Product Features
Benefits Administration
COBRA Administration
No
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
No
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
Yes
For Employers
No
HIPAA Compliant
No
Health Insurance Administration
No
Life Insurance Administration
No
Online Benefits Enrollment
No
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No