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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Empower your employees by allowing them to select benefits that truly matter to them. With a user-friendly platform that members adore, the heavy lifting is taken care of, ensuring convenience without any out-of-pocket costs. Provide tailored, high-quality benefits that reflect the core values of your organization. This single platform caters to both pre and post-tax spending accounts while keeping you informed about budget allocation, usage statistics, and claims processing. Historically, many well-meaning companies have complicated their benefits offerings, causing confusion and a lack of appreciation among employees; Forma has crafted a superior solution. Enhance your benefits packages to be as appealing as possible while maximizing your budget efficiency. Say goodbye to the stress of managing multiple vendors and the time it consumes. Enjoy unparalleled flexibility, allowing employees to choose benefits that resonate with them personally. Foster customer loyalty while staying adaptable to evolving best practices. Forma is dedicated to developing customizable, inclusive, and globally applicable benefits programs that meet the diverse needs of every employee, making the workplace a more engaging and supportive environment.

Description

Employee-benefits brokers and general-agency service teams use Planlined to prepare group benefit comparisons and proposal materials. Upload carrier quotes, SBCs, invoices or rate sheets, review extracted plan and rate data against the original documents, model contributions and scenarios, and export branded proposal books or employee benefit guides. Automated extraction and source-page links can be incomplete; users may need to correct fields or enter data manually. GA teams can prepare exported materials for retail brokers. Cross-brokerage case access, multiple brands, integrations and API scopes require confirmation for the workspace. Planlined launched in 2025 as BART, the Benefit Analysis Reporting Tool. It offers a free trial without a credit card; the account displays trial duration and allowances. It serves the U.S. group-benefits market and is not a carrier-rate quoting engine, enrollment system or CRM.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$75/month
Free trial with no credit card; trial duration and case, upload, export and AI allowances appear in the account. Professional: $75/month or $744/year ($62/month billed annually), up to five seats, with 250 AI credits per month shared across seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm team setup before purchasing. Enterprise capacity, API scopes, connectors and support are confirmed per workspace.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac Yes 
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) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
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

Forma

Country

United States

Website

www.joinforma.com

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 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 

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