Planlined icon
Planlined icon

Planlined

Planlined parses carrier quotes, SBCs and invoices into side-by-side plan comparisons, then exports branded proposal books and employee enrollment guides.

Plan data extracted from an uploaded carrier quote, ready for review before it reaches a client.

Cost / License

  • Freemium (Subscription)
  • Proprietary

Application type

Platforms

  • Software as a Service (SaaS)
  • Online
Any value the parser is unsure of is flagged and shown against the source document page for confirmation.
Side-by-side medical plan comparison across carriers, normalized for apples-to-apples review.
+3
Employer contribution modeling with what-if scenarios across multiple contribution structures.
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Features

Properties

  1.  AI-Powered

Features

  1.  No Coding Required
  2.  Ad-free
  3.  Automatic data extraction

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Planlined information

  • Developed by

    BART Technologies Inc

  • Licensing

    Proprietary and Freemium product.

  • Pricing

    Subscription ranging between $62 and $78 per month + free version with limited functionality.

  • Alternatives

    5 alternatives listed

  • Badge

    Get an embeddable badge for Planlined

  • Supported Languages

    • English
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Official Links

What is Planlined?

Planlined is a web-based proposal tool built for US employee-benefits insurance brokers and benefits consultants. It was launched as BART, the Benefit Analysis Reporting Tool, in 2025.

Renewal season means re-keying the same numbers from carrier PDFs into spreadsheets and slide decks. Planlined removes that step. Upload the documents you already have — carrier quotes, Summaries of Benefits and Coverage, rate sheets, invoices — and Planlined extracts the plan data into one normalized comparison, flagging anything it is unsure of so you can confirm it against the source page before it reaches a client.

From that approved case you export a branded proposal book and an employee enrollment guide. Both carry your agency's logo and colors. Because both are generated from the same source documents, plan data stays consistent across the proposal and the guide. Plans and cases are stored in libraries you can reuse next renewal, and client share links let you send a comparison without an attachment.

Pricing: your first proposal is free, the Professional plan is $75/month ($62/month billed annually), and Enterprise pricing is custom for larger agencies.