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
Web Benefits Design (WBD) stands out as a premier firm in the realm of employee benefits technology, communication, and administration on a national scale. Collaborating with businesses of various sizes, WBD crafts cutting-edge employee benefit solutions that emphasize both innovation and value. Our comprehensive approach serves as a single resource for both employees and Human Resources to efficiently manage benefits. Clients receive a tailored benefits website that features their company logo, colors, images, and branding for a personalized touch. The Supersite acts as a centralized hub for enrollment, benefit comparisons, plan documents, forms, contacts, and tools for decision-making. To create an engaging and impactful experience, our interactive decision support tool enables employees to evaluate future healthcare needs, annual premium costs, and benefit designs to ensure they select the most suitable plan. Additionally, WBD is proud to provide industry-leading COBRA and ACA services! Our benefits administration platform boasts fully integrated eligibility logic, complete with real-time updates and reports for COBRA and ACA data. With WBD, clients benefit from one cohesive team, a singular eligibility source, and a unified solution to all their benefits needs. Furthermore, we are dedicated to continuously enhancing our offerings to better serve our clients and their employees.
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
No price information available.
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
Yes
iPad App
Yes
Android App
Yes
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
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
Web Benefits Design
Website
www.wbdcorp.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
Benefits Administration
COBRA Administration
Yes
Claims Management
No
Deduction Management
No
Disability Insurance Administration
No
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
No
Flexible Spending Accounts
No
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
No
Online Benefits Enrollment
Yes
Premium Billing
No
Provider Management
Yes
Retiree Administration
No
Retirement Plan Management
No