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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 Flimp?

Flimp is a comprehensive platform designed for the communication of employee benefits and the production of HR-centric videos, focusing on helping organizations effectively educate, engage, and empower their employees with content that is concise, scalable, and measurable. Specifically tailored for the demands of busy HR teams, it provides an array of resources, including engaging explainer videos, training snippets, enrollment previews, organized presentations, specialized benefits microsites, campaign support, and a broad collection of HR Benefits Videos featuring ready-made animated content in both English and Spanish. The platform facilitates the understanding of complex HR and benefits topics such as HDHPs, HMOs, PPOs, HSAs, FSAs, 401(k)s, IRAs, FMLA, EAPs, ACA, AD&D, as well as various forms of care including primary, urgent, and emergency, along with prescription costs, wellness programs, and strategies for retirement planning. By granting employees on-demand access to vital information, Flimp significantly reduces the need for lengthy emails, cumbersome benefits manuals, printed materials, or repetitive HR explanations, thereby streamlining the overall communication process. This forward-thinking approach not only improves employee comprehension but also nurtures a workforce that is more knowledgeable and actively engaged, ultimately contributing to a healthier organizational culture. Through its innovative offerings, Flimp stands out as a valuable resource for both HR professionals and employees alike.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

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

Flimp

Date Founded

2011

Company Location

United States

Company Website

flimp.net

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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