Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Maxwell Health has now been integrated with Sun Life, signifying a groundbreaking collaboration between insurance and technology that has birthed the first technology platform distributed by a carrier. But what implications does this have for you? It translates to a seamless and enhanced experience in benefits and HR that prioritizes what truly matters. Envision a unified technology platform that complements your entire HR ecosystem and encompasses your benefits comprehensively. Streamline your processes by overseeing your complete range of benefits online, with a fully paperless approach. Revamp your benefits offerings and user experience with an intuitive interface designed for ease of use. Equip your employees with the knowledge they need to make informed choices regarding their benefits. Since benefits can be intricate, managing the technology behind them should be straightforward. At Maxwell, our skilled technology professionals are readily accessible, ensuring that you are set up for success right from the beginning, helping you navigate the complexities efficiently. With this innovative partnership, the future of employee benefits management is brighter and more accessible than ever before.
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
Integrations
ADP Workforce Now
Yes
BambooHR
Yes
Docusign
Yes
Paylocity
Yes
form•Z
Yes
Integrations
ADP Workforce Now
No
BambooHR
No
Docusign
No
Paylocity
No
form•Z
No
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
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
Yes
iPad App
Yes
Android App
Yes
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
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
Maxwell Health
Founded
2012
Country
United States
Website
maxwellhealth.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
Yes
Disability Insurance Administration
Yes
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
Yes
Flexible Spending Accounts
No
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
Yes
Online Benefits Enrollment
Yes
Premium Billing
No
Provider Management
No
Retiree Administration
No
Retirement Plan Management
No
Human Resources
360 Degree Feedback
Yes
Applicant Tracking
No
Attendance Management
No
Benefits Management
Yes
Career Development Planning
No
Compensation Management
No
Compliance Management
Yes
Employee Database
Yes
Employee Lifecycle Management
Yes
Onboarding
Yes
Payroll Management
Yes
Performance Management
Yes
Recruiting Management
No
Self Service Portal
Yes
Succession Planning
No
Time & Attendance Management
Yes
Time Off Management
No
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