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What is SohamLife?

SohamLife is a fully online platform that manages the complete insurance operation life cycle, addressing everything from the initial registration of proposals to the finalization of claims, whether for death benefits or maturity payouts. This solution prioritizes user experience, providing insurers with crucial flexibility and scalability while ensuring a quick setup and deployment. Both agents and policyholders can effortlessly monitor the status of proposals, policies, and claims via an intuitive interface. By facilitating smooth integration across the Underwriting, Claims, Reinsurance, and Accounting departments, it significantly reduces data duplication. Furthermore, the platform complies with both international standards and specific national regulatory requirements for operational processing and reporting. SohamLife accommodates various currencies and languages, which enhances its usability and effectiveness in different markets. This all-encompassing, integrated, and component-based solution optimizes essential business processes, ensuring that information entered in one part of the system is universally updated across all components, ultimately fostering a more efficient insurance operation. The platform's versatility makes it an appealing choice for businesses seeking to modernize their insurance processes.

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.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

API Availability

Pricing Information

$250 per month
Free Version
Free Trial Offered?

Pricing Information

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

Supported Platforms

SaaS
Android
Windows

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Dream Tekis Software

Date Founded

2005

Company Location

India

Company Website

dreamtekis.com/life-insurance-software/

Company Facts

Organization Name

BART Technologies Inc

Date Founded

2025

Company Location

United States

Company Website

planlined.com

Categories and Features

Insurance Agency Management

Claims Management
Commission Management
Contact Management
Document Management
Life & Health
Policy Management
Property & Casualty
Quote Management

Life Insurance

Not specified

Reinsurance

Not specified

Categories and Features

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