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Average Ratings 0 Ratings
Description
Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It handles U.S. group-health proposals, not property-and-casualty quoting or employer enrollment administration. 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.
Description
For over two decades, both large corporations and individual entrepreneurs across various sectors have relied on Proposal Kit to effortlessly craft their business proposals, contracts, plans, and quotes. Place your order today, and you can download the toolkit to begin your project within moments, all without any recurring subscription fees. Enjoy complimentary support as part of your purchase. Proposal Kit is particularly beneficial during challenging times, allowing you to minimize expenses with a one-time, low-cost investment rather than facing ongoing monthly charges. Our comprehensive proposal packages feature a diverse array of templates and formats tailored for numerous industries and scenarios, including healthcare, transportation, logistics, security, business pitches, restructuring, and crisis management, among others. Our dedicated staff is on hand to guide you in assembling any proposal document you require. You can choose to install the software locally, on your network, or in the cloud. With a vast library containing over 15,000 pages of content, we offer solutions for contract and proposal writing suitable for any business situation, ensuring you have the resources you need to succeed. Whether you're navigating a complex project or simply looking to streamline your documentation process, Proposal Kit has you covered.
API Access
Has API
No
API Access
Has API
No
Integrations
No details available.
Integrations
No details available.
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
Pricing Details
$69.00/one-time/user
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
No
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Vendor Details
Company Name
Cyber Sea
Founded
1997
Country
United States
Website
www.proposalkit.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
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
Product Features
Proposal Management
Automatic Formatting
Yes
Calendar Management
No
Collaboration
Yes
Contact Management
No
Content Repository
Yes
Document Management
Yes
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
Yes
Requirements Management
Yes
Revision Management
Yes
Task Management
No
Templates
Yes
Version Control
Yes