Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Beamprobe is an innovative platform for secure document sharing and sales enablement, serving as a contemporary substitute for DocSend. Instead of sending attachments, users can share pitch decks, proposals, contracts, and sales materials through trackable links. It provides real-time insights on document engagement, detailing who accessed the files, which sections attracted attention, and the times they were revisited. Users have the ability to control access through features such as email verification, password protection, expiration dates, NDA gates, and easy revocation options. The platform features a custom-branded viewer that incorporates your domain, logo, and color scheme, ensuring a cohesive brand experience. Designed specifically for founders seeking investment, sales teams distributing proposals, and consultants delivering reports, it seamlessly integrates with your CRM and current workflows. Compared to DocSend, Beamprobe offers a faster, more streamlined, and cost-effective solution with a minimal learning curve. A free plan is available, while premium options provide enhanced analytics, custom domains, collaborative team workspaces, and secure data rooms, making it an adaptable choice for various business needs. With its robust features and user-friendly interface, Beamprobe stands out as a valuable tool in the realm of document sharing and sales enablement.
Description
Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. 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
API Access
Has API
Screenshots View All
No images available
Integrations
No details available.
Integrations
No details available.
Pricing Details
$19/month
Free Trial
Free Version
Pricing Details
$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Beamprobe
Founded
2026
Country
United Kingdom
Website
beamprobe.com
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Product Features
Virtual Data Room
Anonymity Management
Audit Trail
Collaboration
Data Protection
Data Storage Management
Document Tagging
Due Diligence Management
Procurement Management
Project Management
Role-Based Permissions
Secure Preview
Product Features
Benefits Administration
COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management