Planlined 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.

Pricing

Pricing Starts At:
$75/month
Pricing Information:
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

Integrations

No Integrations at this time

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Company Details

Company:
BART Technologies Inc
Year Founded:
2025
Headquarters:
United States
Website:
planlined.com
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Media

Upload carrier quotes, SBCs, rate sheets, and other benefit documents in Quick Case Creator.

Upload carrier quotes, SBCs, rate sheets, and other benefit documents in Quick Case Creator.

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Planlined Features and Options

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