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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

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

Ratiba is a specialized software designed for safari operators, tour agencies, and destination management companies (DMCs) that streamlines the creation of proposals and itineraries. By consolidating the functions of Word documents, Excel spreadsheets, and static PDF quotes into a single web application, it enables teams to craft detailed day-by-day itineraries that are automatically priced and can be shared with clients for interactive feedback and approval, all without requiring any login on their part. Among its key offerings are a visual itinerary builder featuring reusable templates and AI-assisted planning, a comprehensive content library for lodges, activities, and parks, and an automatic cost-plus pricing engine that incorporates rate cards, meal plans, seasonal pricing, and various park fees. Additionally, it provides branded, mobile-friendly proposals that support client comments, PDF exports, and multiple languages, as well as a customer relationship management (CRM) system and collaborative workspaces for multiple users with a straightforward flat-rate pricing model. This modern solution serves as a compelling alternative to platforms like Tourwriter, Tourplan, Travefy, Wetu, and Safari Portal, catering to teams that aspire to create itineraries more quickly and develop high-quality proposals that effectively convert leads into bookings. Furthermore, Ratiba's intuitive interface and robust functionalities empower businesses to enhance their operational efficiency and client engagement significantly.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

No images available

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

$49
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 No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
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 Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Vendor Details

Company Name

Ratiba

Founded

2025

Country

Tanzania

Website

www.ratiba.io

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

Travel Management

Approval Workflow No 
Expense Reporting No 
Mobile Access No 
Policy Management No 
Profile Management No 
Reminders No 
Restriction Management No 
Travel Booking No 
Travel Planning No 

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