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.
Cassidy
A general platform for building AI agents and workflows, sold to insurance, benefits and PEO, industrial and professional-services firms, with prebuilt benefits templates for plan comparison, guides and census reconciliation.
For: larger agencies and PEOs that want one AI-agent platform across benefits and non-benefits work, built around their own Excel and deck templates and enterprise controls.
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.CassidyYes"Pulls plan details straight from raw SBCs" and ingests renewal quotes with competing proposals.
- Side-by-side comparisonPlanlinedYesNo configured carrier-count cap; review extracted values against the original document.CassidyYesA formatted Excel file with side-by-side columns per carrier and plan, sent by email.
- Proposal exportPlanlinedYesBranded PDF and presentation mode.CassidyPartialComparison output is Excel; its general Slides feature exports branded PowerPoint, Google Slides or PDF. No dedicated benefits proposal builder is documented.
- Employee enrollment guidePlanlinedYesCassidyYesA benefits guide generator turns SBCs into a branded Word document for HR review.
- Contribution and what-if modelingPlanlinedYes5+ structures plus a scenario manager for alternatives.CassidyNot documentedProjected costs, savings and deltas are described; employer/employee contribution splits and what-if scenarios are not.
- Invoice reconciliationPlanlinedYesCassidyYesReconciles census against carrier invoices and "Flags ghost enrollments still being billed," as a Word report.
- Plan and case librariesPlanlinedYesCassidyNot documentedA general knowledge base is described; no plan or case library.
- Team workspaces and client share linksPlanlinedYesCassidyPartialSeats and workspaces by plan; outputs go to SharePoint, Box, Google Drive or email. Client share links are not described.
- Live carrier rate feedPlanlinedNoCassidyNot documentedWorkflows start from uploaded or forwarded documents; no rate source is named.
- Self-serve signup with a free startPlanlinedYesFree trial.CassidyYesStarter has a "Start for free" signup; the pricing FAQ mentions a 14-day free trial.
- 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.CassidyNot published. Starter (3 seats, 1 workspace, 10,000 AI credits a month) has a free start; Business is custom; Enterprise is by demo or contact.
"Not documented" means the vendor's public pages do not describe the capability. It may exist; ask them before deciding.
Choose Cassidy when
- You want one AI-agent platform for benefits and everything around it (census cleanup, compliance, RFPs, P&C quote comparison, email drafting), wired into Outlook, SharePoint, Salesforce or your HRIS.
- You are a larger firm buying at enterprise level and want workflows custom-built around your own spreadsheet and deck templates, with SSO, role-based access and a BAA.
Choose Planlined when
- Benefits is your whole book and you want a purpose-built tool you can use today, not workflows you assemble or commission on a general agent platform.
- You want contribution modeling, what-if scenarios, plan and case libraries and client share links in the same case as the comparison, proposal book and employee guide.
- Price: $75 per month or $744 per year for up to five seats, published, with a free trial; Cassidy's pricing is not published and runs on AI credits.
Frequently asked
Questions about switching.
- Is Cassidy benefits-specific?
- No. Cassidy describes itself as a platform for building AI agents and sells templates to insurance, benefits and PEO, industrial and professional-services firms. Its benefits workflows are built from general platform steps. Planlined is built only for employee-benefits proposals.
- Is Cassidy's pricing published?
- No. Its pricing page lists Starter, Business and Enterprise plans without prices; Starter includes 3 seats and 10,000 AI credits a month. Planlined is $75 per month or $744 per year, with a free trial.
- What does Cassidy's benefits plan comparison produce?
- An Excel file with side-by-side columns for each carrier and plan, sent by email; its benefits guides and reconciliation reports export as Word documents. Planlined keeps the comparison, contribution model, proposal book and employee guide in one case, with PDF export and a presentation mode.
Sources · reviewed October 24, 2026