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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 Brite?

Remove the ambiguity associated with benefit enrollment by implementing our decision support tool, which delivers tailored suggestions to each employee regarding their benefit selections. Showcase all available benefits without the necessity for extra live meetings, and leverage our vast collection of templates to either refine your communications or develop entirely new content. You can upload images, incorporate videos, and use HTML, along with adding custom buttons to complete your course effectively. Stay ahead by formulating questions that promote learning and self-guidance, thereby minimizing the frequency of repeated inquiries. Retain full command over every element of the platform, including logos, fonts, images, and videos, ensuring that your brand's identity and voice resonate effectively with users. Achieve seamless integration with your current communication channels, all benefits providers, and any HRIS or payroll vendors you may have. Enjoy rapid deployment, requiring no more than an hour for setup, which eliminates the need for lengthy implementations and fosters collaborative efforts throughout the process. This cutting-edge method not only simplifies enrollment but also significantly boosts employee engagement and comprehension of their benefits, ultimately leading to a more informed workforce. By creating an intuitive experience, employees can navigate their options with confidence and clarity.

Media

Media

Integrations Supported

Apple Mail
Microsoft Teams
Reiterate
Slack

Integrations Supported

Apple Mail
Microsoft Teams
Reiterate
Slack

API Availability

Has API

API Availability

Has API

Pricing Information

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

Brite

Company Website

getbritehr.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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