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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. 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 Beamprobe?

Beamprobe serves as a cutting-edge solution for secure document sharing and sales enablement, operating as a modern alternative to DocSend. Rather than attaching files, users can distribute pitch decks, proposals, contracts, and sales materials via trackable links. This platform delivers real-time analytics on document interaction, revealing who viewed the files, which parts garnered interest, and how many times they were accessed. Users enjoy control over access with capabilities like email verification, password protection, expiration dates, NDA gates, and straightforward revocation methods. Additionally, Beamprobe boasts a customizable viewer that aligns with your brand’s domain, logo, and color palette, fostering a consistent brand identity. Tailored for founders seeking investment, sales teams working on proposals, and consultants presenting reports, it easily integrates with existing CRM systems and workflows. In comparison to DocSend, Beamprobe presents a quicker, more efficient, and budget-friendly option with a simple learning curve. A complimentary plan is offered, while premium subscriptions unlock advanced analytics, custom domains, collaborative workspaces, and secure data rooms, rendering it flexible for diverse business requirements. With its comprehensive features and intuitive design, Beamprobe emerges as a standout asset in the field of document sharing and sales facilitation, empowering users to enhance their communication strategies effectively. This innovative platform not only simplifies document management but also significantly boosts engagement and collaboration among teams.

Media

Media

No images available

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

$19/month
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Not specified

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

BART Technologies Inc

Date Founded

2025

Company Location

United States

Company Website

planlined.com

Company Facts

Organization Name

Beamprobe

Date Founded

2026

Company Location

United Kingdom

Company Website

beamprobe.com

Categories and Features

Categories and Features

Virtual Data Room

Not specified

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