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What is Planlined?

Planlined is an innovative software solution tailored for employee-benefits brokers, designed to simplify the creation of benefit proposals. It serves U.S. group-health brokers, not property-and-casualty quoting or employer enrollment administration. By converting quotes from insurance carriers, SBCs, invoices, and rate sheets into clear, side-by-side comparisons, it also generates branded proposal books and detailed employee benefit guides. Originally introduced in 2025 under the name BART (Benefit Analysis Reporting Tool), the software effectively tackles the tedious process of manual data entry during renewal seasons. Rather than requiring brokers to manually input data from carrier PDFs into spreadsheets or presentations, Planlined enables users to effortlessly upload existing documents. The software intelligently extracts plan information, organizing it into a standardized comparison format while flagging any ambiguities for review against the original documents prior to client distribution. After a case receives approval, brokers can easily export a tailored proposal book and an employee enrollment guide, both incorporating the branding elements of their agency, including logos and color palettes. As both documents draw from the same source files, they ensure consistent information throughout. Furthermore, the system archives plans and cases in searchable libraries for effortless retrieval during future renewal periods, and client share links facilitate seamless sharing of comparisons without cumbersome attachments, significantly boosting convenience and productivity. This cutting-edge approach not only accelerates workflows but also reduces the likelihood of errors, leading to enhanced satisfaction among clients and a more streamlined brokerage experience. Ultimately, Planlined transforms the way employee-benefits brokers operate, allowing them to focus more on providing value to their clients.

What is Adsignor?

Adsignor functions as an all-in-one operating system tailored for advertising networks that manages screens across diverse locations. It integrates essential features such as inventory management for screens, proposal generation, booking processes, invoicing, and customer relationship management into one cohesive platform. Users can effectively track screens by evaluating aspects such as slot capacity, geographic positioning, and overall usage. The system supports the creation of tailored proposals utilizing AI technology, which can also automate the reservation of slots. Furthermore, proposals can be seamlessly converted into bookings while identifying any potential scheduling conflicts. Invoicing is made effortless with pre-filled line items, precise VAT calculations, and tools for monitoring payments. Relationships with operators are managed efficiently through a five-stage CRM pipeline, ensuring a structured method for client engagement. With access to 16 detailed analytical reports, users gain valuable insights related to revenue, occupancy rates, share of voice, and performance metrics by location. The integrated AI capabilities not only aid in proposal drafting but also field data inquiries and suggest pricing strategies, enhancing decision-making. Adsignor guarantees adherence to GDPR regulations, backed by EU-hosted infrastructure, routine automated backups, and role-based access controls for security. Users can take advantage of complete functionality across all service tiers, without incurring seat fees, allowing them to choose a plan that fits their specific screen requirements while enjoying a smooth operational experience. This combination of flexibility and a rich array of features positions Adsignor as an indispensable asset for efficient management of advertising networks. In a rapidly evolving industry, such a robust tool equips users with the necessary capabilities to stay competitive and optimize their advertising strategies.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial Offered?

Pricing Information

$199/month for 50 screens
Three tiers by screen count: Starter $199/mo (50 screens), Growth $299/mo (200 screens), Network $499/mo (500 screens). All plans include full functionality with no seat fees.

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub

Company Facts

Organization Name

BART Technologies Inc

Date Founded

2025

Company Location

United States

Company Website

planlined.com

Company Facts

Organization Name

Adsignor

Date Founded

2026

Company Website

www.adsignor.com

Categories and Features

Categories and Features

Ad Management

Not specified

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