How do QuoteMap and Planlined differ on price?

QuoteMap publishes per-seat tiers at $100, $200 and $350 per month with three free runs. Planlined is $75 per month, or $62 per month billed annually, with unlimited proposals, and the first proposal is free.

Do both parse carrier PDFs?

Yes. Both are document-first tools. QuoteMap documents an eight-document limit per run and 20+ carrier formats; Planlined does not cap documents per case and also parses invoices for reconciliation.

Which has scenario modeling?

Planlined includes a scenario manager for working alternatives on a copy of the case. QuoteMap documents per-tier employer contributions but not scenario modeling.

Planlined vs QuoteMap: 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.

QuoteMap

Uploads up to eight carrier PDFs or spreadsheets per case, extracts 26 fields per plan, applies employer contribution per tier, and produces proposals and benefit guides.

For: small and mid-size brokerages that want per-seat pricing and a document-first workflow.

Side by side

Capabilities, one row each.

Parses carrier PDFs and spreadsheets
PlanlinedYesNo cap on documents per case; quotes, SBCs, rate sheets and invoices.
QuoteMapYesUp to 8 documents per run; 20+ carrier formats.
Side-by-side comparison
PlanlinedYesUnlimited carriers.
QuoteMapYes26 fields per plan.
Proposal export
PlanlinedYesBranded PDF and presentation mode.
QuoteMapYes
Employee enrollment guide
PlanlinedYes
QuoteMapYesBenefit guides.
Contribution and what-if modeling
PlanlinedYes5+ structures plus a scenario manager for alternatives.
QuoteMapPartialEmployer contribution per tier; scenario modeling not documented.
Invoice reconciliation
PlanlinedYes
QuoteMapNot documented
Plan and case libraries
PlanlinedYes
QuoteMapNot documented
Team workspaces and client share links
PlanlinedYes
QuoteMapNot documented
Live carrier rate feed
PlanlinedNo
QuoteMapNo
Self-serve signup with a free start
PlanlinedYesFirst proposal free.
QuoteMapYesThree free runs.
Pricing
PlanlinedFirst proposal free. Professional $75/month, or $62/month billed annually, with unlimited proposals. Enterprise custom.
QuoteMapPublished per-seat tiers of $100, $200 and $350 per month, with three free runs to start.

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

Choose QuoteMap when

Your cases rarely exceed eight documents and a per-seat plan suits how you budget.
You only need the comparison, proposal and benefit guide, and never touch invoices or scenarios.

Choose Planlined when

Renewals with many carriers or lines, where an eight-document cap gets in the way.
You want what-if scenarios, invoice reconciliation, plan and case libraries and client share links in the same tool.
Price: unlimited proposals at $75 a month versus $100 to $350 per seat.

Frequently asked

Questions about switching.

How do QuoteMap and Planlined differ on price?: QuoteMap publishes per-seat tiers at $100, $200 and $350 per month with three free runs. Planlined is $75 per month, or $62 per month billed annually, with unlimited proposals, and the first proposal is free.
Do both parse carrier PDFs?: Yes. Both are document-first tools. QuoteMap documents an eight-document limit per run and 20+ carrier formats; Planlined does not cap documents per case and also parses invoices for reconciliation.
Which has scenario modeling?: Planlined includes a scenario manager for working alternatives on a copy of the case. QuoteMap documents per-tier employer contributions but not scenario modeling.

Sources · reviewed September 3, 2026

Planlined vs QuoteMap: Features and Pricing Compared

Planlined

QuoteMap

Capabilities, one row each.

Questions about switching.

See Planlined on your own carrier quote.