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.
QuoteMap
Uploads up to eight carrier PDFs or Excel workbooks per run, extracts plan values, shows employer and employee costs by tier, and shares comparisons with clients by invitation. Covers medical, ancillary lines and P&C.
For: small and mid-size brokerages that want per-seat pricing and a document-first workflow.
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 | QuoteMap |
|---|---|---|
| Parses carrier PDFs and spreadsheets | YesDocumented inputs; extraction may be incomplete and require manual entry. | YesUp to eight PDFs or Excel workbooks per run. |
| Side-by-side comparison | YesNo configured carrier-count cap; review extracted values against the original document. | YesEmployer and employee costs by tier. |
| Proposal export | YesBranded PDF and presentation mode. | PartialClient comparison shared by invitation; no proposal book documented. |
| Employee enrollment guide | Yes | No"Benefits guides are not included in these plans." |
| Contribution and what-if modeling | Yes5+ structures plus a scenario manager for alternatives. | PartialEmployer and employee costs by tier; scenario modeling not documented. |
| Invoice reconciliation | Yes | Not documented |
| Plan and case libraries | PartialCase library available now; Plan Library is in staged rollout. | Partial"Keep case documents together." |
| Team workspaces and client share links | Yes | YesMulti-seat paid workspaces; clients see comparisons by invitation. |
| Live carrier rate feed | No | No |
| Self-serve signup with a free start | Yes7-day free trial with full features. | YesThree free runs, no card. |
| 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 | Published per seat: $100 a month for medical only (20 runs) or $200 with ancillary lines (100 runs); Enterprise access confirmed separately. Three free runs to start, no card. |
Before you switch
Evaluate QuoteMap in your workflow.
Count documents and runs for a typical renewal
QuoteMap documents up to eight PDFs or Excel workbooks per run, with monthly run allowances that differ between medical-only and ancillary plans. List the documents and revisions in a typical case before choosing a seat plan. Planlined has no configured document-count cap per case; paid cases and exports are unlimited, while AI processing has a separate allowance.
Choose the output your client will actually use
QuoteMap shares comparisons with clients by invitation and states that benefit guides are not included in its plans. Planlined also produces a proposal book and employee guide, with contribution scenarios in the case. Compare the invitation-based review with the finished PDF in the worked example, and decide whether employee rollout materials belong in your workflow.
Choose QuoteMap when
- Your cases rarely exceed eight documents and a per-seat plan suits how you budget.
- You only need a shared client comparison and never touch benefit guides, invoices or scenarios.
Choose Planlined when
- Renewals with many carriers or lines, where an eight-document cap gets in the way.
- You want the proposal book, the employee benefit guide, what-if scenarios and invoice reconciliation from the same case.
- Price: unlimited proposals at $75/month or $744/year versus $100 or $200 per seat with a monthly run allowance.
Frequently asked
Questions about switching.
- How do QuoteMap and Planlined differ on price?
- QuoteMap publishes per-seat plans at $100 a month (medical only, 20 runs) and $200 a month (with ancillary lines, 100 runs), with three free runs to start. Planlined is $75 per month or $744 per year, with unlimited proposals, and a free trial is available.
- Do both parse carrier PDFs?
- Yes. Both are document-first tools. QuoteMap documents up to eight PDFs or Excel workbooks per run; 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 employer and employee costs by tier but not scenario modeling.
Sources · reviewed October 15, 2026