Changelog
What changed in Planlined, month by month.
Product changes, new free tools and new guides, newest first. Each entry is dated and links to the page it describes.
Last updated
October 2026
· Free tool
The SBC tool shows a real source-review screen
The SBC comparison page now shows the review step as it appears in the app: two extracted values flagged beside the source page before they enter an employee-benefits comparison.
SBC comparison tool· Free tool
Rate sheet to spreadsheet converter
Paste a carrier rate table and get clean spreadsheet columns back. It runs entirely in the browser, needs no account and uploads nothing.
Open the converter· Guides
Two how-tos for account managers
Step-by-step guides for the two jobs that start every renewal: comparing two health insurance quotes, and reading a carrier rate sheet.
Compare two quotes
September 2026
· Guides
Guide to leaving a PEO
What changes for benefits when a client leaves a PEO for its own group plan, and what to compare before the move. It sits beside the existing PEO comparison guide and checklist.
Leaving a PEO· Free tool
Employee benefit guide generator
The employee benefit guide comes from the same approved comparison case as the proposal, so plan details are entered once and match in both documents.
Benefit guide generator· Trust
Security and integrations pages
One page states where uploaded files are stored and processed, and that Planlined has not completed a SOC 2 audit. A second lists what Planlined reads, what it exports and the API.
Security and data handling· Product
BART is now Planlined
The Benefit Analysis Reporting Tool was renamed Planlined across the app, exports and this site. Accounts and cases did not change, and every trybart.com address redirects to the same page on planlined.com.
About Planlined