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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
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