Planlined
Formerly BART: carrier documents to branded proposals, presentations and employee guides, with comparisons and contribution modeling. For brokers, brokerage and GA service teams; confirm GA access and branding setup. Product facts and evidence.
Plansight
Benefits renewal and RFP platform that prepares and distributes requests, tracks carrier responses, reads proposals, models scenarios and builds presentations. SmartSheetingAI is also sold as a standalone document-to-spreadsheet tool.
For: employee-benefits brokers and general agencies supporting retail brokerages, across small and large groups. Its GA offering describes shared RFP cases and presentation branding by brokerage.
See the completed result
See the costs in a finished medical proposal.
Follow two medical plans from reviewed rates to employer contributions, paycheck costs and a six-page proposal PDF.
- Current → renewal per month
- $8,200 → $9,020
- Employer contribution
- 75%
- Employee-only per paycheck · 26 deductions
- $63.46
Fictional medical example. Plan roles and contributions were set manually. The published PDF contains six proposal pages; the worked example includes the source inputs and verification method.
Side by side
Capabilities, one row each.
“Yes” means documented, not independently tested for every carrier or workflow; extraction may need correction or manual entry. “Not documented” means absent from reviewed public sources, not necessarily unavailable. See evidence and limits, including medical PDF and dental spreadsheet examples; confirm vendor scope before choosing.
On smaller screens, scroll across to compare both products.
| Capability | Planlined | Plansight |
|---|---|---|
| Parses carrier PDFs and spreadsheets | YesDocumented inputs; extraction may be incomplete and require manual entry. | YesReads proposals "in whatever format it arrives". |
| Side-by-side comparison | YesNo configured carrier-count cap; review normalized fields against the original document. | Yes |
| Proposal book export | YesBranded PDF and presentation mode. | YesBuilds presentations. |
| Employee enrollment guide | Yes | Not documented |
| Contribution and what-if modeling | Yes5+ contribution structures, scenario manager. | Yes"Unlimited scenario modeling". |
| Invoice reconciliation | Yes | Not documented |
| Small-group rating / carrier rates | NoWorks from received quotes. | PartialSmall-group quoting and an Ideon rates connection are documented; confirm markets and availability. |
| RFP distribution and carrier follow-up | NoKeep your existing quote-request process. | YesVendor describes RFP preparation, distribution, carrier status and scheduled follow-up. |
| GA and retail-broker workflow | PartialPrepare and export proposal materials for a broker. Cross-brokerage editing and multiple-brand setup require confirmation. | YesVendor describes shared RFPs, brokerage-specific work and presentation branding. |
| Enrollment / agency-system handoff | PartialExports and workspace-dependent API/connectors; confirm setup and permissions. | YesVendor describes elected-plan handoff to BenefitPoint, Employee Navigator, Brite and an API. |
| Benefits administration / enrollment | No | No |
| Plan and case libraries | PartialCase library available now; Plan Library is in staged rollout. | Partial"One record of every renewal you have ever run." |
| Self-serve signup with a free start | Yes7-day free trial with full features. | PartialCore platform by demo; SmartSheetingAI has a 15-day, 6-document trial. |
| Pricing | $75/month or $744/year ($62/month billed annually); 250 AI credits/month. Unlimited paid cases and exports; AI allowance is separate. Confirm team workspace setup.Pricing and trial terms | PlansightAI pricing is by sales conversation; the site describes per-group or per-user arrangements and custom GA-network pricing. Standalone SmartSheetingAI lists $25, $20 or $15 per user/month billed annually for 1, 5 or 10 licenses, plus $2 per product usage billed monthly. Its trial is 15 days/6 documents, no card. |
Choose Plansight when
- Your team wants to manage RFP distribution, carrier responses and renewal follow-up inside the same platform.
- Your GA needs the shared brokerage workflow and branding described in Plansight’s GA offering.
- You want its documented enrollment/AMS handoff or standalone SmartSheetingAI spreadsheet workflow, subject to vendor setup and terms.
Choose Planlined when
- Your quotes already arrive as documents, and the immediate job is to review the comparison, model contributions and prepare the proposal.
- You want branded benefit proposals, employer presentations and employee benefit guides from the same case, with the published examples and evidence limits available to inspect.
- Your GA team is preparing exported proposal materials for retail brokers, with shared-access and branding requirements confirmed separately.
Weighing more than these two? Read our roundup of Plansight alternatives for brokers, which lines up five tools that do this job.
Frequently asked
Questions about switching.
- Is Planlined a Plansight alternative?
- For comparing received carrier documents and preparing proposals, yes. PlansightAI also documents RFP distribution, carrier follow-up and shared GA/broker workflows. Planlined works from the quotes you already have. Choose by the workflow you need, and inspect each product’s setup and evidence.
- Does Plansight publish pricing?
- Its full PlansightAI platform is priced through sales, with per-group or per-user arrangements and custom GA-network pricing described on its site. Standalone SmartSheetingAI publishes annual per-user subscriptions for 1, 5 and 10 licenses plus monthly product-usage charges, and a 15-day/6-document trial. That standalone price is not the price of the full renewal platform.
- Which product should a general agency consider?
- Consider Plansight’s documented GA workflow if you need shared RFP cases, carrier-response tracking and brokerage-specific presentation branding. Planlined’s GA workflow focuses on reviewing received carrier quotes and preparing exported comparison and proposal materials for retail brokers. Confirm external users, organizations, permissions and branding before relying on shared case editing.
- Can I switch from Plansight to Planlined?
- You can start a Planlined case from the carrier documents for your next renewal. That does not migrate Plansight’s RFP history, account structure, permissions or integrations. Confirm any historical-data and workflow requirements before switching.
Sources · reviewed October 23, 2026