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ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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

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Description

PerfectQuote is an innovative Insurance CPQ designed to accelerate the sales process for brokers and general agents by removing the tedious data entry associated with selling and renewing insurance policies. This platform offers support for a wide range of coverage options, including ACA/Small group medical across all 50 states, as well as large group medical, dental, life, and disability products from some of the most recognized carriers in the industry. With PerfectQuote®, users benefit from precise plan analysis and powerful comparison tools, along with modeling for enrollment and contributions, enabling them to export plan information easily to a streamlined spreadsheet or showcase it online effectively. In just seconds, brokers can evaluate hundreds of plans, helping clients secure the most suitable coverage at the best possible price. The platform simplifies the presentation of both medical and ancillary lines of coverage, allowing users to effortlessly track increases and decreases for critical decision-making across various benefits. By leveraging PerfectQuote®, insurance professionals can enhance their efficiency and provide superior service to their clients.

Description

Planlined helps employee-benefits brokers and general-agency service teams prepare benefit proposals and employer presentations from carrier quotes, SBCs, invoices and rate sheets. Compare received plans, model contributions and scenarios, and create branded client proposals and employee benefit guides from a reviewed case. Verify extracted fields against the original files; values, qualifiers and source-page links can be incomplete and need correction or manual entry. Team access, cross-brokerage sharing, multiple brands, API permissions and connectors require workspace confirmation. The full-feature trial lasts 7 days and requires a card. Professional bills $75/month afterward unless canceled first. Professional costs $75/month or $744/year ($62/month billed annually), including up to five seats sharing 250 AI credits per month. Paid cases and exports are unlimited; AI processing has a separate allowance. Launched as BART in 2025.

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

$129 per month
Free Trial No 
Free Version No 

Pricing Details

$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
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

PerfectQuote

Country

United States

Website

perfectquote.io

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Product Features

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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4.0 out of 5 stars