Planlined is benefit proposal and employer presentation software for US employee-benefits brokers, brokerage teams and general-agency service teams. It launched as BART, the Benefit Analysis Reporting Tool, in 2025.
Bring carrier quotes, SBCs, rate sheets and invoices into a reviewable case. Compare current, renewal and alternate plans, model employer and employee contributions and what-if scenarios, and prepare branded benefit proposals, employer presentations and employee benefit guides. Review extracted values against the original documents: fields, plan qualifiers and source-page links can be incomplete and may require correction or manual entry. Plan and case libraries support later renewals.
GA teams can prepare exported comparison and proposal materials for retail brokers. Shared access across brokerages, multiple broker brands, connectors and API availability require confirmation for the workspace.
Start a 7-day free trial with full features. A card is required to start, and Professional bills $75 a month after the trial unless you cancel first.
Professional is $75 per month or $744 per year ($62 per month billed annually), with up to five seats and 250 AI credits per month shared across those seats. Paid cases and exports are unlimited; AI processing has a separate allowance. Confirm workspace setup before purchasing for a team. Enterprise scope and pricing are confirmed separately.
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