Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Draftable is an Enterprise-Grade Document Comparison Software that lets users easily spot changes between documents.
The Draftable product suite includes Draftable Online for browser-based document comparisons, Draftable Desktop for secure computer-based document comparisons, and Draftable API for integrating our dynamic technology into your app.
The software features a side-by-side view and a change list that presents all modifications in the one place. Users can export comparisons to a PDF, and compare different file types including PDF, Word, PowerPoint, and Excel.
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
Microsoft Outlook
No
Microsoft Word
No
Pricing Details
$129 USD per year
Draftable Desktop - per user pricing
Draftable API - per comparison pricing
Draftable API self-hosted - per instance pricing
*all prices listed in USD
Draftable API - per comparison pricing
Draftable API self-hosted - per instance pricing
*all prices listed in USD
Free Trial
Yes
Free Version
Yes
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
Yes
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
Yes
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
Yes
Live Rep (24/7)
No
Online Support
No
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
Draftable
Founded
2012
Country
Australia
Website
www.draftable.com
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Product Features
File and Document Comparison
Audio Comparison
No
Barcode Comparison
No
Braille Comparison
No
Code Comparison
No
Document Comparison
Yes
File Comparison
Yes
Image Comparison
No
PDF Comparison
Yes
Video Comparison
No
Legal Document Management
Access Controls
No
Archiving & Retention
No
Collaboration
No
Contract Management
Yes
Document Assembly
No
Document Indexing
No
Document Tagging
No
Full Text Search
No
Version Control
Yes
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
No
Document Management
No
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
No