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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. 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

benefitsCONNECT is an innovative, fully automated, web-based platform for benefits enrollment and administration that efficiently links brokers, employers, human resource teams, employees, carriers, and third-party administrators. Our initial clients were intricate healthcare organizations, and we’ve consistently adhered to our core goal of simplifying the management of even the most complex benefits plans. We apply the same commitment, ambition, and extensive industry expertise to every aspect of our collaborations with clients. Remarkably, we have not lost a single client to competitors in the past five years, and our impressive client referenceability score of over 90% reflects our dedication to supporting our partners for the long term. When you choose to collaborate with benefitexpress, you will engage with the same dedicated team from the very beginning of the discovery process through to continuous support, ensuring you have reliable people by your side every step of the way. Our focus on building lasting relationships contributes to the exceptional experience our clients receive.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

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
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Vendor Details

Company Name

benefitsCONNECT

Founded

2001

Country

United States

Website

www.benefitexpress.info/benefitsconnect

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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