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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 Nuntor?

Nuntor is a modern document management platform designed to eliminate the inefficiencies of sending multiple versions of client-facing documents. Built with a proposal-first approach, it allows users to share a single, stable link that always points to the latest version of a document. Whether updating pricing, scope, or supporting materials, users can make changes behind the same URL without needing to resend anything. This ensures that clients consistently access the most up-to-date information without confusion or extra communication. Nuntor supports a wide range of document types, including proposals, scopes of work, pricing sheets, sales decks, portfolios, and reports. The platform also maintains QR code continuity, allowing printed materials and shared links to remain functional even after updates. Users can apply security features such as password protection and expiration settings to control access. Its flexible system supports uploaded files, hosted pages, and external URLs under a single unified workflow. The platform is particularly useful for businesses where documents frequently evolve after being shared. By reducing attachment clutter and version confusion, it improves efficiency and professionalism. Nuntor simplifies document workflows while enhancing the client experience. Ultimately, it provides a reliable way to keep documents current without disrupting communication.

Media

Media

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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
Free Version
Free Trial Offered?

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

Nuntor

Date Founded

2026

Company Location

United States

Company Website

nuntor.com

Categories and Features

Categories and Features

AI Tools

Not specified

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