Planlined product facts
Plain facts about Planlined: what it is, who it is for, what it reads and produces, what it costs, how it connects to other systems, and what it is not. No marketing language.
- What it is
- Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides.
- Formerly
- BART, short for Benefit Analysis Reporting Tool. Launched under that name in 2025; renamed Planlined in 2026. The legal entity is still BART Technologies Inc.
- Who it is for
- Benefits brokers, brokerages and agency teams in the US group market: small group, large group, level-funded and PEO business.
- What you upload
- Carrier quotes, SBCs, rate sheets, invoices and renewal packets as PDF, Excel (XLSX, XLSM, XLS), CSV, Word (DOCX), PowerPoint (PPTX), or PNG/JPG images. Purpose-built readers exist for Aetna, UnitedHealthcare and Florida Blue medical documents; for ancillary proposals from Principal, Guardian, The Standard, Pacific Life, MetLife, Lincoln Financial, Unum, Cigna, Mutual of Omaha, Aflac, VSP, EyeMed and Delta Dental; and for ADP TotalSource, Paychex and Aura, Benefitter, employee benefit guides and Excel or CSV rate workbooks.
- What it produces
- A proposal book (PDF and Excel) with plan comparison, contribution scenarios and multi-year projection; invoice reconciliation; a live in-app presentation; an employee benefit guide (PDF and hosted link) with per-paycheck deduction figures; and case data as JSON, CSV or through the REST API.
- Lines of coverage
- Medical, dental, vision, life, and short- and long-term disability (STD/LTD).
- Pricing
- Professional: $75/month billed monthly, or $62/month billed annually ($744/year, a 17% discount). Unlimited proposals, AI document analysis, financial modeling and branded exports. Enterprise: custom pricing, with SSO, custom integrations and a dedicated success manager.
- Free start
- First proposal free, no credit card required.
- Integrations and exports
- A REST API (bearer token or X-API-Key) covering document parsing, case import, plan library, proposal book and workbook export, benefit guide publishing and webhook subscriptions. Connectors for Employee Navigator and Ease (benefits administration), Salesforce and HubSpot (CRM), and Google Drive, available per workspace on Enterprise plans. Exports as PDF, Excel, hosted benefit guide links, JSON and CSV. Details on integrations, exports and API.
- What it is not
- Not a quoting engine with carrier rate feeds. Not a benefits administration or enrollment system. Not a CRM.
- Company
- BART Technologies Inc., doing business as Planlined.
Frequently asked questions
What is Planlined?
Planlined is benefit-proposal software for employee-benefits brokers. It turns carrier quotes, SBCs, invoices and rate sheets into side-by-side comparisons, branded proposal books and employee benefit guides.
What was Planlined formerly called?
BART, short for Benefit Analysis Reporting Tool. It launched under that name in 2025 and was renamed Planlined in 2026. The legal entity is still BART Technologies Inc.
Who is Planlined for?
Benefits brokers, brokerages and agency teams in the US group market: small group, large group, level-funded and PEO business.
What does Planlined cost?
The first proposal is free with no credit card. Professional is $75 per month, or $62 per month billed annually ($744 a year), with unlimited proposals. Enterprise is custom, with SSO, audit logs, API access and a dedicated success manager.
Which lines of coverage does Planlined handle?
Medical, dental, vision, life, and short- and long-term disability (STD/LTD).
What is Planlined not?
Not a quoting engine with carrier rate feeds. Not a benefits administration or enrollment system. Not a CRM. It works from the quotes the broker already has and produces the proposal and enrollment guide.
Who makes Planlined?
BART Technologies Inc., doing business as Planlined.