Average Ratings 0 Ratings
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
Enhance Your Understanding and Elevate Customer Experience. Boost your success rate on insurance policies and proposals significantly. With above-average close rates, our tool simplifies the process of sharing proposals, quotes, and policies while allowing you to monitor how potential clients interact with them to identify what captures their attention. Here's how it functions: Step 1. Simply drag and drop your file into the SlyDeck email attachment tracking software. Step 2. Share the link to your file through email or any other communication platform for easy access. Step 3. Analyze the insights gathered and strategize your follow-up approach. Insights Are Crucial. SlyDeck assists you in preparing for your next discussion. Advantages: Intuitive Interface - Just drag and drop your file into SlyDeck. You can share a URL through our service or via email, text, WhatsApp, Slack, or any preferred communication method. Discover Insights. Are your prospects engaging with your proposals and documents? Are there specific elements that spark their interest? Our platform provides the answers you need to make informed decisions. Additionally, understanding these engagement patterns can help tailor your offerings to better meet client needs.
API Access
Has API
No
API Access
Has API
No
Integrations
Slack
No
WhatsApp
No
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
$10 per user, one-time payment
Free Trial
No
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)
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)
Yes
In Person
No
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Vendor Details
Company Name
Slydeck
Founded
2019
Country
United States
Website
slydeck.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
Email Tracking
A/B Testing
No
Audience Segmentation
No
Campaign Management
No
Event-Based Notifications
Yes
Location Tracking
No
Team Management
Yes