About Planlined, formerly BART

Planlined, formerly BART, helps employee-benefits brokers and general agencies create branded benefit proposals and employer presentations from carrier quotes, SBCs, invoices and rate sheets. Plan comparisons, contribution modeling and employee benefit guides support the same workflow.

Why Planlined exists

Brokers spend renewal season re-keying carrier quotes into spreadsheets, rebuilding the same comparison decks, and reconciling invoices by hand. Planlined exists to remove that re-keying: parse the documents once, keep plans and cases in a library, model contributions and what-if scenarios, and export branded deliverables from the same data.

Who Planlined is for

Employee-benefits brokers, brokerage teams and general-agency service teams preparing group-benefits comparisons and proposals in the US market. That includes small group, large group, level-funded and PEO work. Explore the broker workflow or general-agency workflow.

General-agency teams can prepare comparisons and exported proposal materials for retail brokers. Shared case access across separate brokerages, multiple broker brands and network-wide setup require confirmation; the published fictional examples do not demonstrate a GA network rollout.

What Planlined reads and produces

Brokers upload carrier quotes, SBCs, rate sheets, invoices and renewal packets as PDF, Excel, CSV, Word, PowerPoint or image files. Purpose-built readers handle named carriers, PEOs and payroll platforms, with general extraction and AI fallback available for other documents. Review the extracted values against the original document; source-page links may be unresolved. Out of the same case come a proposal book in PDF and Excel, invoice reconciliation, a live in-app presentation, an employee benefit guide as a PDF and a hosted link, and case data as JSON, CSV or through the REST API. The full list, including every connector and export, is on the integrations, exports and API page.

What Planlined is not

Planlined is not a quoting engine with carrier rate feeds, not a benefits administration or enrollment system, and not a CRM. It works from the quotes a broker already has and produces the proposal and the enrollment guide. The one-page summary of those facts, including pricing, is Planlined product facts.

How client data is handled

Census files and carrier quotes carry sensitive employee and pricing information. Where that data is stored and encrypted, how documents are parsed, how sign-in works, and where Planlined stands on SOC 2 are set out plainly on the security and data handling page. Answers to common setup, billing and file-format questions are in the Planlined FAQ.

How our guides are written

The Planlined team publishes product pages, guides and resources. Our editorial policy describes sourcing, dated product checks and the distinction between documented capabilities and demonstrated results.
Product checks identify their environment, date, method and limits. Product and resource updates are recorded, with dates, in the changelog.
Industry explainers (level-funded plans, ERISA, ACA affordability, PEO comparisons) start from the questions brokers bring to us and are checked against the primary regulations and carrier documents they cite.
Article publication dates and substantive revision dates are kept separate. Competitor-source review dates identify the documentation check.
The corrections log records substantive claim corrections and links to the corrected pages and evidence.

The capability and evidence table distinguishes documented features from the published example and its limitations.

Find Planlined elsewhere

Contact

Product questions and support: support@planlined.com. Partnerships, press and enterprise: contact@planlined.com.