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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Edenred Benefits provides adaptable benefit solutions aimed at enhancing employee contentment and strengthening employer branding, with an emphasis on commuter benefits, lifestyle spending accounts, and claims reimbursements. The service caters to over 10 million employees across 3,500 companies, offering innovative tools such as AI-driven claim approvals, a user-friendly mobile application, debit cards, and online portal access to streamline the utilization of benefits. Its commuter benefits initiative enables employees to cover costs associated with biking, public transportation, or car commuting with pre-tax dollars, promoting financial savings while encouraging environmentally friendly commuting options. Lifestyle spending accounts allow employees to customize their expenditures on wellness-related items, including gym memberships, meal plans, and pet care, contributing to a comprehensive approach to employee well-being. Edenred places a strong emphasis on security and regulatory compliance, being certified as SOC 2 Type II and PCI compliant, while also adhering to GDPR and various other regulatory requirements, ensuring thorough compliance support for relevant tax code sections. Additionally, their commitment to employee satisfaction is reflected in their continuous improvement of benefit offerings based on user feedback and market trends.

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

CommuteHub by RideAmigos
HRiFlow

Integrations

CommuteHub by RideAmigos
HRiFlow

Pricing Details

Free
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

Edenred Benefits

Founded

1985

Country

United States

Website

www.edenredbenefits.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

Alternatives

Alternatives

EmployerEngage Reviews

EmployerEngage

Benefitalign