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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
Stay on course with your objectives by utilizing effective reporting tools. Whether you're reporting individually, in groups, or for an entire company, graphical reporting is easily accessible! Eliminate the need for constant calls and emails. i-linked.net ensures you stay updated on the progress of your deals. With the ability to generate custom quotes and proposals in mere seconds, i-linked.net simplifies the proposal process with its i-quoting module. The platform is consistently current, meaning you never have to worry about downloading or maintaining any systems. i-linked.net empowers PEOs, Carriers, MGAs, Wholesalers, Brokers, Agents, and their teams to operate autonomously. Effortlessly gather and disseminate the necessary data in a familiar, user-friendly interface. Save prospect and client documents securely on an individual basis and easily access them whenever needed. You can also share crucial documents, forms, and other important information seamlessly with your team and partners. With i-linked.net, you can ensure that the right information reaches the right people instantly, enhancing collaboration and efficiency like never before. This platform truly transforms the way you manage your business interactions.
API Access
Has API
API Access
Has API
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
$24 per month
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
I-Group
Founded
1998
Country
United States
Website
www.i-linked.net
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
CRM
Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management