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Description
Familiarize yourself with Nulius' editor in no time at all, allowing for a smooth transition as you begin crafting your proposals without any learning obstacles. Select the perfect template and cover that align with your proposal's needs, while adding pricing tables, your logo, or any other images, and fine-tuning even the smallest details. Every action taken regarding your proposal is meticulously tracked, enabling you to monitor your progress towards closing effectively. Additionally, you'll receive email notifications for significant events, alongside real-time alerts when your prospect views, accepts, or rejects your proposal, empowering you to respond swiftly and secure the deal. Optimize your workflow with customizable fields and leverage formulas for automatic calculations and updates, ensuring efficiency in your processes. Make use of our Content Library to reuse material whenever feasible, eliminating the need to recreate content unnecessarily. Gain valuable insights that enhance client engagement, such as tracking how long your client spends reviewing each page and version of the proposal. Furthermore, discover which of your teammates excels the most and access comprehensive reports for any specified timeframe, thus fostering a competitive and informed team environment. This comprehensive approach not only streamlines your proposal process but also significantly enhances your overall productivity and success rate.
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
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Integrations
No details available.
Integrations
No details available.
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$75/month
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
Nulius
Founded
2017
Country
Macedonia, The Former Yugoslav Republic Of
Website
www.nulius.com
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control
Product Features
Proposal Management
Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control