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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 Bennie?

Our mission is to enhance access to exceptional benefits for employers, employees, and their families. Through our cutting-edge platform, products, and services, we work to streamline the benefits experience for small and mid-sized enterprises, making it user-friendly and accessible. Our intuitive application is designed to clarify the complexities of benefits, empowering individuals with the information necessary to improve their health and well-being. With a presence in all 50 states, Bennie operates as a full-service employee benefits broker, building both national and regional collaborations with a diverse selection of insurance providers. Beyond our primary services, our knowledgeable team enriches your HR technology ecosystem by linking you with our reliable partners. The Ask Bennie feature offers members valuable insights from healthcare professionals who prioritize their needs rather than the interests of insurance firms. Our committed Ask Bennie advocates support a range of activities, such as guiding users through open enrollment, correcting billing discrepancies, answering questions about benefits, and helping to find healthcare providers. By facilitating the management of benefits for your members, Bennie enables you to concentrate on the core priorities of your organization. Ultimately, our goal is to reshape the benefits landscape into one that is transparent, accessible, and supportive, ensuring everyone involved can navigate it with ease. This commitment to clarity and support is what sets us apart in the industry.

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Integrations Supported

Allstate Identity Protection
Betterment
Bright Funds
Formstack
Ontraport
SPOT
Superhuman Mail
Talkspace for Business

Integrations Supported

Allstate Identity Protection
Betterment
Bright Funds
Formstack
Ontraport
SPOT
Superhuman Mail
Talkspace for Business

API Availability

Has API

API Availability

Has API

Pricing Information

$75/month
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
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

Bennie

Company Location

United States

Company Website

www.bennie.com

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Categories and Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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