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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 Edenred Benefits?

Edenred Benefits offers flexible solutions designed to boost employee satisfaction and enhance the employer's brand, focusing on commuter benefits, lifestyle spending accounts, and reimbursement claims. Servicing over 10 million employees from 3,500 different companies, they provide cutting-edge tools such as AI-based claim approvals, a convenient mobile app, debit cards, and an online portal to simplify benefit access. Their commuter benefits program allows employees to utilize pre-tax dollars for expenses related to biking, public transit, or driving, fostering both financial savings and environmentally conscious commuting practices. Through lifestyle spending accounts, employees can tailor their wellness-related spending on items like gym memberships, meal plans, and pet services, reinforcing a holistic approach to employee health. Edenred also prioritizes security and compliance, achieving certifications such as SOC 2 Type II and PCI compliance, while meeting GDPR and other regulatory standards, thereby ensuring comprehensive support for applicable tax regulations. Moreover, their dedication to enhancing employee experience is evident in their ongoing efforts to refine benefit options informed by user insights and market developments. By staying attuned to the evolving needs of the workforce, Edenred aims to remain a leader in employee benefits.

Media

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Media

Integrations Supported

CommuteHub by RideAmigos
HRiFlow

Integrations Supported

CommuteHub by RideAmigos
HRiFlow

API Availability

Has API

API Availability

Has API

Pricing Information

$75/month
Free Version
Free Trial Offered?

Pricing Information

Free
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

Edenred Benefits

Date Founded

1985

Company Location

United States

Company Website

www.edenredbenefits.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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Popular Alternatives

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