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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 Pagelive?

You have the option to publish the pages you create with AI as secure and private links that come with tracking functionalities. Pagelive enables you to convert any HTML page into a streamlined, shareable link designed for clients, whether it’s for proposals, presentations, reports, demonstrations, travel itineraries, summaries, dashboards, or various AI-generated content. **Publish with AI** Generating content is a breeze with tools like Claude or ChatGPT, which you can then publish immediately through MCP, or you can manually upload the HTML. The page is live in a matter of moments, remains fully interactive, and does away with the complexities of repositories, deployment procedures, or PDF conversions. **Ensure privacy** The pages you create are kept hidden from Google searches by default. For projects that require an extra layer of security, you have the option to implement password protection and use your own domain, ensuring that the links reflect your brand's identity. **Analyze engagement** You can keep track of key metrics such as page opens, unique visitors, and time spent on the page, all categorized by day, country, and referral source, while filtering out bot traffic. Furthermore, you'll receive an email notification as soon as someone views your page, allowing for timely follow-ups. **Facilitate responses** Including a reply or submission form on your page that integrates with your existing CRM makes it simple to collect feedback or inquiries directly from your audience. This feature not only enhances the interactivity of your pages but also strengthens communication with your clients, ultimately improving their overall experience.

Media

Media

No images available

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
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

Pagelive

Date Founded

2026

Company Location

Estonia

Company Website

pagelive.io

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

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Popular Alternatives

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