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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 Ben?

Ben is an innovative benefits administration platform that leverages artificial intelligence to cater to the needs of employers, brokers, carriers, and employees, and it includes features such as voice-guided enrollment, AI-driven plan recommendations, automated EDI processing, billing reconciliation, and support for making informed benefits decisions. The platform rapidly converts benefit documents into enrollable plans within just minutes; users can effortlessly upload SBCs, rate sheets, census files, PDFs, images, or spreadsheets, enabling the AI to meticulously extract essential information like deductibles, copays, rates, out-of-pocket maximums, and Rx tiers, while also generating confidence scores for later review and approval. Employees are supported by an AI benefits counselor that assists them throughout the enrollment process, clarifying complex insurance terminology in simple language, comparing different plans, answering questions, and even guiding them through the enrollment interface in real-time as choices are made. Additionally, Ben’s PlanMatch AI runs thousands of simulations for each plan based on individual health data, family size, and cost preferences, and ClaimsIQ predicts personal expenses using actual claims data, while CostLens enables employees to explore realistic financial scenarios in dollar terms. This holistic strategy not only simplifies the enrollment experience but also equips users with vital information, ultimately enhancing their ability to make educated choices about their benefits. Moreover, the platform’s intuitive design and robust capabilities ensure that both employers and employees can navigate the complexities of benefits administration with greater ease and confidence.

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

Ben

Company Location

United States

Company Website

www.helloben.ai/

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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