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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 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

Benefitexpress was founded by benefits experts and offers industry-leading cloud-based benefits management software, solutions, and services to employers, brokers, and other partners. My Benefit Express™, our fully outsourced solution, simplifies your benefits administration responsibilities. It helps employees make informed decisions and enhances employee engagement and satisfaction. Software and services include a full-service phone center, integrated ACA administration and reimbursement account administration, dependent eligibility audits and total compensation statements. Our clients' success is assured by our commitment to creative problem solving and scalable systems.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

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

No price information available.
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 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

benefitexpress

Founded

2001

Country

United States

Website

www.benefitexpress.info

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 Yes 
Deduction Management Yes 
Disability Insurance Administration Yes 
Employee Benefits Administration Yes 
FMLA Administration Yes 
FSA Administration Yes 
Flexible Spending Accounts No 
For Brokers Yes 
For Employers Yes 
HIPAA Compliant Yes 
Health Insurance Administration Yes 
Life Insurance Administration Yes 
Online Benefits Enrollment Yes 
Premium Billing No 
Provider Management Yes 
Retiree Administration Yes 
Retirement Plan Management No 

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