Planlined
Benefit analysis software, formerly BART. Parses whatever the carrier sent into one comparison, models contributions and scenarios, and exports the proposal book and employee guide.
For: benefits brokers, brokerage teams and GA service teams preparing proposals from received carrier documents. GA access and branding setup need confirmation.
Benefix
An all-in-one sales and admin platform for small-group brokers: built-in quoting from carrier-sourced plans and rates, carrier submission, employer ben-admin and renewals.
For: small-group health brokers and agencies, including enterprise brokerages with down-line producers, who want quoting through renewal in one system.
Side by side
Capabilities, one row each.
Planlined’s “Yes” entries describe documented capabilities, not a claim that every carrier, file or workflow has been independently tested. Extraction can need corrections or manual entry. Check the capability and evidence table, the medical PDF example and the dental spreadsheet example for demonstrated results and limits.
- Parses carrier PDFs and spreadsheetsPlanlinedYesDocumented inputs; extraction may be incomplete and require manual entry.BenefixNot documentedPlan data comes directly from carriers ("no third-party plan data"); uploading carrier PDFs or spreadsheets is not described.
- Side-by-side comparisonPlanlinedYesNo configured carrier-count cap; review extracted values against the original document.BenefixYesProposals "Include current and renewal plans," with a multi-option bundle builder.
- Proposal exportPlanlinedYesBranded PDF and presentation mode.BenefixPartialBranded proposals with your colors and logo; custom proposals are listed on Business+ and Enterprise only, and the output format is not named.
- Employee enrollment guidePlanlinedYesBenefixNot documentedAn employee portal and ben-admin are described, not an enrollment guide.
- Contribution and what-if modelingPlanlinedYes5+ structures plus a scenario manager for alternatives.BenefixPartial"Contribution modeling" is listed; what-if scenarios are not described.
- Invoice reconciliationPlanlinedYesBenefixNot documented
- Plan and case librariesPlanlinedYesBenefixNot documentedTiers cap the number of clients; a saved plan or case library is not described.
- Team workspaces and client share linksPlanlinedYesBenefixPartial2-5 users on paid tiers; Enterprise can distribute to down-line producers. Client share links are not described.
- Live carrier rate feedPlanlinedNoBenefixYesQuoting for medical (ACA, level funded), ancillary and voluntary lines in 50 states on every tier.
- Self-serve signup with a free startPlanlinedYesFree trial.BenefixYesBase is "FREE forever" for one user and 30 clients; Pro and Business+ offer a free try.
- PricingPlanlinedProfessional 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.BenefixPublished, billed annually: Base free forever (1 user, 30 clients); Pro $149 a month (2-5 users, 100 clients); Business+ $349 a month (200 clients, adds custom proposals and reporting); Enterprise on request.
"Not documented" means the vendor's public pages do not describe the capability. It may exist; ask them before deciding.
Choose Benefix when
- You want built-in small-group quoting across medical, ancillary and voluntary lines in all 50 states, so rates come from the platform instead of from carrier documents you collect.
- You want one system to carry a group from quote through e-signed application, carrier submission, employer ben-admin and automated renewal quotes.
Choose Planlined when
- Your quotes arrive as carrier PDFs, SBCs, rate sheets or invoices, including large-group, PEO and carriers a quoting platform does not carry, and you want them parsed into one reviewed comparison.
- You want the proposal book, the employee benefit guide, what-if scenarios and invoice reconciliation from the same case, without a cap on clients.
- Price: $75 per month or $744 per year for up to five seats with unlimited paid cases, versus $149 or $349 a month with client caps by tier.
Frequently asked
Questions about switching.
- Does Benefix have a free plan?
- Yes. Benefix Base is free forever for one user and up to 30 clients. Pro is $149 a month and Business+ is $349 a month, billed annually; Enterprise is priced on request. Planlined is $75 per month or $744 per year, with a free trial.
- Does Benefix parse carrier PDFs?
- Its public pages do not describe uploading carrier documents. Benefix quotes from plan data it sources directly from carriers. Planlined starts from the carrier quotes, SBCs and rate sheets you were sent and parses them into a comparison you review.
- Can I use Benefix and Planlined together?
- Yes. Benefix covers small-group quoting, submission and ben-admin on its built-in rates; Planlined covers comparing quotes you received from any carrier and producing the proposal book and employee guide.
Sources · reviewed October 24, 2026