BART - Benefit Automation Reporting Tool

What it does

Stop wasting 20+ hours comparing employee benefits in Excel. Upload proposals, get side-by-side comparisons, model scenarios, and export professional reports. Built for HR teams and benefits brokers. BART (Benefit Automation Reporting Tool) helps benefits brokers turn messy benefits data into client‑ready proposals with automated comparisons, contribution modeling, and branded exports. Eliminate manual data entry, prevent errors, and save hours on every proposal.

Planlined helps benefits brokers turn complex benefits data into client‑ready proposals with automated comparisons, contribution modeling, and branded exports.

Planlined reads the SBCs, rate sheets, quotes and invoices you were actually sent into one verified comparison, then into a branded proposal and an employee guide. Upload what the carrier sent. SBCs, rate sheets, quotes and invoices, in PDF, Excel, Word or images. Nothing to license and nothing to go stale. The numbers in the proposal are the numbers you were quoted. Works whether or not your carriers are on any platform, for small group through large group. First proposal free, then $75 a month for up to five people. Public pricing, cancel anytime. How that compares with Plansight, Zywave CPQ, QuoteMap and ThreeFlow: side-by-side comparisons . Public pricing on the pricing page . Page 1 of…from planlined.com

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