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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Discover Canada's exclusive HR Hub, a comprehensive resource for benefits services, HR technology, and unmatched support tailored for organizations eager to harness their workforce's full potential. The JungoHR Hub presents a complete range of services, technology, and support readily available to you. Designed for organizations of all sizes, it provides immediate access to specialized experts who are committed to helping you prepare for future challenges. Our team of benefits specialists will collaborate with you to create a personalized benefits plan, enhanced with carrier connectivity, that addresses the specific requirements of your organization. Additionally, you'll have unlimited access to HR-certified professionals and employment law attorneys, ensuring that you can proactively manage risks and address any potential issues before they escalate. Streamline your benefits administration, accelerate your payment processes, and make renewals easier by partnering with a full-service TPA provider that caters to all your needs. In doing so, you can focus on what truly matters—empowering your workforce and driving organizational success.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
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 Yes 
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 No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

JungoHR

Founded

2017

Country

Canada

Website

www.jungohr.ca

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Product Features

Human Resources

360 Degree Feedback Yes 
Applicant Tracking Yes 
Attendance Management No 
Benefits Management Yes 
Career Development Planning No 
Compensation Management Yes 
Compliance Management No 
Employee Database Yes 
Employee Lifecycle Management Yes 
Onboarding Yes 
Payroll Management Yes 
Performance Management Yes 
Recruiting Management Yes 
Self Service Portal Yes 
Succession Planning No 
Time & Attendance Management Yes 
Time Off Management Yes 
Timesheets No 
Training 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 Yes 
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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