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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Employee-benefits brokers and general-agency service teams use Planlined to prepare group benefit comparisons and proposal materials. Upload carrier quotes, SBCs, invoices or rate sheets, review extracted plan and rate data against the original documents, model contributions and scenarios, and export branded proposal books or employee benefit guides. Automated extraction and source-page links can be incomplete; users may need to correct fields or enter data manually. GA teams can prepare exported materials for retail brokers. Cross-brokerage case access, multiple brands, integrations and API scopes require confirmation for the workspace. Planlined launched in 2025 as BART, the Benefit Analysis Reporting Tool. It offers a free trial without a credit card; the account displays trial duration and allowances. It serves the U.S. group-benefits market and is not a carrier-rate quoting engine, enrollment system or CRM.

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 No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

$75/month
Free trial with no credit card; trial duration and case, upload, export and AI allowances appear in the account. Professional: $75/month or $744/year ($62/month billed annually), up to five seats, with 250 AI credits per month shared across seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm team setup before purchasing. Enterprise capacity, API scopes, connectors and support are confirmed per workspace.
Free Trial Yes 
Free Version No 

Pricing Details

$24 per month
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 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 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

I-Group

Founded

1998

Country

United States

Website

www.i-linked.net

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

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring No 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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