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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 Cobee?

Your company offers a variety of benefits, including meal vouchers, health insurance, educational resources, and childcare, all centralized for your convenience. This eliminates the frustration of dealing with bureaucratic hurdles and lengthy forms; if you don't require certain benefits during a specific week, they will still be accessible for future use. You won't have to make all your benefit decisions in December for the entire upcoming year. Instead, you can adjust your selections daily, recognizing that individual priorities can change significantly. This flexibility empowers you to choose what best fits your unique situation without relying on others. Your employer provides multiple ways to reward your hard work, and Cobee simplifies these options by enabling you to track your usage and savings in real-time with ease. With this approach, you can effectively customize your benefits to better match your personal lifestyle and requirements, ensuring that you always have access to what you truly need. Ultimately, this innovative system puts you in control of your benefits, creating a more personalized and satisfying experience.

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

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

BART Technologies Inc

Date Founded

2025

Company Location

United States

Company Website

planlined.com

Company Facts

Organization Name

Cobee

Date Founded

2019

Company Location

Spain

Company Website

cobee.io

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

EmployerEngage Reviews & Ratings

EmployerEngage

Benefitalign
Planlined Reviews & Ratings

Planlined

BART Technologies Inc