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Average Ratings 0 Ratings
Description
Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It handles U.S. group-health proposals, not property-and-casualty quoting or employer enrollment administration. 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
tenderOS is an AI proposal generation platform built to automate the creation of RFQ and RFP responses using a company’s own historical documents. Businesses can upload past proposals, contracts, quotes, specification sheets, and other files without manually cleaning or tagging the archive first. The platform analyzes those materials to learn the organization’s tone, section structure, pricing approach, compliance language, branding, and common service descriptions. When a new opportunity arrives, tenderOS can draft a structured proposal that reflects the company’s previous work rather than relying on a generic writing template. Sales teams can review, edit, and approve the generated response instead of rebuilding recurring sections and pricing information manually. The system supports branded templates, PDF exports, proposal status tracking, and field mapping between opportunities and proposal content. It can be used independently or connected with CRM platforms such as Salesforce, Odoo, HubSpot, GoHighLevel, Zoho, and Pipedrive. CRM integrations allow proposal activity and status information to remain connected with the sales pipeline and associated opportunities. tenderOS is intended for manufacturers, energy companies, engineering firms, distributors, professional services organizations, and other businesses that regularly compete through formal bids and proposals.
API Access
Has API
No
API Access
Has API
No
Integrations
GoHighLevel
No
HubSpot CRM
No
Odoo
No
Pipedrive
No
Salesforce
No
Zoho CRM
No
Integrations
GoHighLevel
Yes
HubSpot CRM
Yes
Odoo
Yes
Pipedrive
Yes
Salesforce
Yes
Zoho CRM
Yes
Pricing Details
$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
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
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
No
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)
No
In Person
No
Vendor Details
Company Name
BART Technologies Inc
Founded
2025
Country
United States
Website
planlined.com
Vendor Details
Company Name
Webisoft
Founded
2016
Country
Canada
Website
tender-os.io
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
Yes
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
Proposal Management
Automatic Formatting
No
Calendar Management
No
Collaboration
No
Contact Management
No
Content Repository
No
Document Management
No
Electronic Signature
No
Knowledge Library
No
Pipeline Management
No
RFP Management
No
Requirements Management
No
Revision Management
No
Task Management
No
Templates
No
Version Control
No
RFP
Bid Management
No
Collaboration
No
Content Management
No
Data Import / Export
No
Due Date Tracking
No
Knowledge Library
No
Progress Tracking
No
RFP Creation
No
RFP Responding
No
Requirements Management
No
Task Management
No
Templates
No
Vendor Management
No