Does Outmarket AI publish pricing?

No. As of our review, the only entry point is booking a demo; no per-user price, tier or free trial is documented. Planlined publishes its pricing: first proposal free, then $75 per month or $62 per month billed annually.

Do both compare plans and reconcile carrier bills?

Yes. Outmarket's benefits product compares plan documents from up to 10 carriers against a census, runs contribution scenarios and reconciles carrier bills against enrollment. Planlined does the same from the carrier quotes, SBCs, rate sheets and invoices you already have, with no document cap, and adds the proposal book and employee guide.

Is Outmarket AI a benefits tool or a P&C tool?

Both. It started as a commercial-insurance platform — quote comparison, coverage gap analysis, ACORD forms, loss runs — and announced employee-benefits capabilities as an expansion. Planlined is benefits-only.

Planlined vs Outmarket AI: Features and Pricing Compared

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: brokers and agency teams who receive quotes as PDFs and spreadsheets and build the proposal themselves.

Outmarket AI

AI platform for insurance brokerages across commercial lines and employee benefits — quote comparison, proposal builder, policy review, ACORD forms, loss runs — whose benefits product compares plan documents from up to 10 carriers with a census, runs contribution scenarios and reconciles carrier bills.

For: brokerages, often P&C-led, that want one AI platform across commercial insurance and benefits, integrated with an agency management system; the company cites 250+ agencies.

Side by side

Capabilities, one row each.

Parses carrier PDFs and spreadsheets
PlanlinedYesQuotes, SBCs, rate sheets and invoices; no cap on documents per case.
Outmarket AIYes"Extract every carrier and group plan"; benefits comparison takes plan documents from up to 10 carriers plus a census.
Side-by-side comparison
PlanlinedYesUnlimited carriers, normalized fields.
Outmarket AIYesMedical (HMO, PPO, HDHP), dental, vision, life, disability and retirement plans in one view.
Proposal export
PlanlinedYesBranded PDF and presentation mode.
Outmarket AIYesProposal Builder "generates client-ready proposals in minutes".
Employee enrollment guide
PlanlinedYes
Outmarket AINot documented
Contribution and what-if modeling
PlanlinedYes5+ structures plus a scenario manager.
Outmarket AIYesContribution-split scenarios across plans, rate overrides, automatic affordability calculations.
Invoice reconciliation
PlanlinedYes
Outmarket AIYesBilling reconciliation flags tier and premium mismatches and members on the bill who are not in enrollment.
Plan and case libraries
PlanlinedYes
Outmarket AINot documented
Agency management system integrations
PlanlinedNoClient share links and exports; no AMS integration.
Outmarket AIYesAMS360, Applied Epic, HawkSoft, Nexsure; OneDrive, SharePoint, ImageRight, Google Drive; Outlook and Gmail.
Live carrier rate feed
PlanlinedNo
Outmarket AINot documented
Self-serve signup with a free start
PlanlinedYesFirst proposal free.
Outmarket AINoDemo booking only.
Pricing
PlanlinedFirst proposal free. Professional $75/month, or $62/month billed annually, with unlimited proposals. Enterprise custom.
Outmarket AINot published. Demo booking only; no per-user price, tier or free trial is documented.

"Not documented" means the vendor's public pages do not describe the capability. It may exist; ask them before deciding.

Choose Outmarket AI when

You are a P&C-led agency and want the same AI platform for commercial lines — policy review, ACORD forms, loss runs, BOR letters — and for benefits.
You need the comparison to live inside AMS360, Applied Epic, HawkSoft or Nexsure.

Choose Planlined when

You are a benefits-only broker and want the employee benefit guide produced from the same case as the proposal — Outmarket does not document one.
You want to see the price and run a real case before talking to anyone: Planlined's first proposal is free and the plan is $75 a month flat.
Your renewals regularly involve more than 10 carriers' documents; Planlined does not cap documents per case.

Frequently asked

Questions about switching.

Does Outmarket AI publish pricing?: No. As of our review, the only entry point is booking a demo; no per-user price, tier or free trial is documented. Planlined publishes its pricing: first proposal free, then $75 per month or $62 per month billed annually.
Do both compare plans and reconcile carrier bills?: Yes. Outmarket's benefits product compares plan documents from up to 10 carriers against a census, runs contribution scenarios and reconciles carrier bills against enrollment. Planlined does the same from the carrier quotes, SBCs, rate sheets and invoices you already have, with no document cap, and adds the proposal book and employee guide.
Is Outmarket AI a benefits tool or a P&C tool?: Both. It started as a commercial-insurance platform — quote comparison, coverage gap analysis, ACORD forms, loss runs — and announced employee-benefits capabilities as an expansion. Planlined is benefits-only.

Sources · reviewed September 5, 2026

Planlined vs Outmarket AI: Features and Pricing Compared

Planlined

Outmarket AI

Capabilities, one row each.

Questions about switching.

See Planlined on your own carrier quote.