Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Planlined helps employee-benefits brokers and general-agency service teams prepare benefit proposals and employer presentations from carrier quotes, SBCs, invoices and rate sheets. Compare received plans, model contributions and scenarios, and create branded client proposals and employee benefit guides from a reviewed case. Verify extracted fields against the original files; values, qualifiers and source-page links can be incomplete and need correction or manual entry. Team access, cross-brokerage sharing, multiple brands, API permissions and connectors require workspace confirmation. The full-feature trial lasts 7 days and requires a card. Professional bills $75/month afterward unless canceled first. Professional costs $75/month or $744/year ($62/month billed annually), including up to five seats sharing 250 AI credits per month. Paid cases and exports are unlimited; AI processing has a separate allowance. Launched as BART in 2025.
Description
Workterra is a fully configurable, easy-to-use benefits administration and enrollment platform built to simplify the growing complexity of benefits for HR and employees. Leading employers, brokers and carriers choose Workterra for its unmatched flexibility, robust reporting capabilities, and intuitive user experience.
In addition to industry-leading technology, Workterra offers a comprehensive suite of administrative services to help clients with all of their benefits needs, including ACA reporting, FSA/HSA & Commuter Benefits, COBRA & Retiree Administration, Consolidated Billing, QMCSO, EOI Processing, Call Center Services, and more.
API Access
Has API
No
API Access
Has API
Yes
Integrations
No details available.
Integrations
No details available.
Pricing Details
$75/month
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first. Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise capacity, API access, connector setup and support are confirmed for each workspace.
Free Trial
Yes
Free Version
No
Pricing Details
Workterra BenAdmin charges a PEPM rate, as well as an upfront implementation fee. Most of our admin services are also billed on PEPM or PPPM basis.
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
No
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
Workterra
Founded
1987
Country
United States
Website
www.workterra.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
No
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
Yes
Disability Insurance Administration
No
Employee Benefits Administration
Yes
FMLA Administration
No
FSA Administration
Yes
Flexible Spending Accounts
Yes
For Brokers
Yes
For Employers
Yes
HIPAA Compliant
Yes
Health Insurance Administration
Yes
Life Insurance Administration
Yes
Online Benefits Enrollment
Yes
Premium Billing
Yes
Provider Management
No
Retiree Administration
Yes
Retirement Plan Management
No
Human Resources
360 Degree Feedback
No
Applicant Tracking
No
Attendance Management
No
Benefits Management
Yes
Career Development Planning
No
Compensation Management
No
Compliance Management
No
Employee Database
Yes
Employee Lifecycle Management
No
Onboarding
No
Payroll Management
No
Performance Management
No
Recruiting Management
No
Self Service Portal
Yes
Succession Planning
No
Time & Attendance Management
No
Time Off Management
No
Timesheets
No
Training Management
No