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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. It serves U.S. group-health brokers, not property-and-casualty quoting or employer enrollment administration. 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 Flume?

Flume OS revolutionizes traditional Third Party Administrators (TPAs) by enabling organizations to design and roll out sophisticated health plans in a matter of months. With pre-built solutions, workflows, and documentation readily accessible from the outset, there's no requirement for additional personnel. By replacing your existing in-house or outsourced TPA with a comprehensive platform, you can shift your focus to creating exceptional health plans instead of getting mired in operational challenges. Additionally, our robust APIs and EDI toolkit facilitate seamless connections with your support, EMR, or clinical delivery systems, integrating them into the foundation of your cutting-edge plans, which ultimately boosts both efficiency and effectiveness. This integration not only simplifies procedures but also equips companies to adapt swiftly to market shifts, ensuring they remain competitive and responsive in a fast-paced environment. As a result, organizations can harness their resources more effectively while driving innovation in their health plan offerings.

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

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Online Training

Company Facts

Organization Name

BART Technologies Inc

Date Founded

2025

Company Location

United States

Company Website

planlined.com

Company Facts

Organization Name

Flume Health

Date Founded

2017

Company Location

United States

Company Website

flumehealth.com

Categories and Features

Categories and Features

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