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What is Planlined?

Planlined helps U.S. employee-benefits brokerage and general-agency teams build comparisons and proposal materials from the documents they receive. Inputs include carrier quotes, summaries of benefits and coverage, invoices and rate sheets. Users review extracted values against the source documents, compare plan designs, model employer and employee contributions, and export branded proposal books or employee benefit guides from the reviewed case. Extraction is an aid to review: values, qualifiers and source-page links may be incomplete and require correction or manual entry. General agencies can prepare exported comparisons for retail brokers; shared case access across brokerages and multiple broker brands require workspace-specific confirmation. The product launched as BART (Benefit Analysis Reporting Tool) in 2025. A free trial requires no credit card; its duration and allowances are displayed in the account. Professional costs $75/month or $744/year, with up to five seats and 250 monthly AI credits shared across seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm team setup before purchasing. Enterprise capacity, API scopes, connectors and support are confirmed for each workspace. Planlined is proposal and analysis software for the U.S. group-benefits market, rather than a carrier-rate quoting engine, benefits administration system or CRM.

What is PerfectQuote?

PerfectQuote is a cutting-edge Insurance CPQ designed to expedite the sales process for brokers and general agents by eliminating the burdensome data entry that often accompanies the selling and renewing of insurance policies. This versatile platform accommodates a diverse array of coverage options, encompassing ACA/Small group medical across all 50 states, as well as large group medical, dental, life, and disability products from some of the industry's top carriers. Users of PerfectQuote® enjoy the advantages of detailed plan analysis and robust comparison tools, along with modeling capabilities for enrollment and contributions, which facilitate the easy export of plan information to a streamlined spreadsheet or effective online presentation. Brokers can assess hundreds of plans in mere seconds, thus assisting clients in finding the most appropriate coverage at the most competitive price available. The platform also simplifies the display of both medical and ancillary coverage lines, enabling users to effortlessly monitor fluctuations for informed decision-making across various benefits. By utilizing PerfectQuote®, insurance professionals significantly boost their productivity and deliver exceptional service to their clientele, ultimately transforming the way insurance sales are conducted. This innovative approach not only saves time but also enhances the overall client experience.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$75/month
Free trial with no credit card; trial duration and case, upload, export and AI allowances appear in the account. Professional: $75/month or $744/year ($62/month billed annually), up to five seats, with 250 AI credits per month shared across seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm team setup before purchasing. Enterprise capacity, API scopes, connectors and support are confirmed per workspace.
Free Trial Offered?

Pricing Information

$129 per month

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub

Training Options

Documentation Hub
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

PerfectQuote

Company Location

United States

Company Website

perfectquote.io

Categories and Features

Categories and Features

Insurance Analytics

Not specified

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