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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Discover the advantages of an insurance solution tailored specifically to the distinct challenges faced by your business. Unlike the traditional property and casualty (P&C) market, your benefits business encounters unique obstacles that require a dedicated management system designed to foster growth in an ever-evolving healthcare environment. Rather than conforming to an outdated P&C framework, your system should be customized to address the specific needs of your benefits operations. To gain insights into BenefitPoint, take a moment to watch this brief video. BenefitPoint is a specialized management platform created for agencies and brokers with substantial benefits operations, where conventional P&C systems can lead to revenue loss and client dissatisfaction. By pinpointing discrepancies in payments, offering adaptable workflows for fluctuating plans and enrollments, and utilizing plan benchmarking, BenefitPoint equips agencies to effectively manage the peculiarities of a benefits business. This innovative solution not only helps you enhance revenue and profitability but also strengthens customer loyalty, ensuring your agency thrives in a competitive market. Embrace the tools that will support your growth and position you as a trusted advisor in the benefits landscape.

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

Screenshots View All

Integrations

Applied Mobile
WorkSmart

Integrations

Applied Mobile
WorkSmart

Pricing Details

No price information available.
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

Vertafore

Founded

1969

Country

United States

Website

www.vertafore.com

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

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

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

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