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Average Ratings 0 Ratings

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ease
features
design
support

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Description

Avante brings AI to the ongoing work of running an employee benefits program. HR and benefits teams use it to work through plan changes, create communications, analyze program performance, and give employees personalized support. The platform combines two AI agents. Ava supports the benefits team, helping turn program documents and data into updated FAQs, employee communications, leadership reports, and analysis of costs, utilization, and vendor performance. Carly supports employees with 24/7 guidance on coverage, plan comparisons, and benefits relevant to their circumstances. Both agents work from the employer's plans, programs, and eligibility rules. When new plan information is added, Ava helps identify gaps and conflicting documents and prepare updated materials for review. That shared program context also informs Carly's employee guidance. Company strategy and priorities guide the agents' work. Source citations, ongoing evaluations, guardrails, and escalation to human support provide controls around responses and outputs. Avante works alongside existing benefits systems, with access through Slack, Microsoft Teams, and email. It serves mid-to-large employers and the brokers and consultants who support them.

Description

Planlined is a software solution designed specifically for employee-benefits brokers to facilitate benefit proposals. It transforms quotes from carriers, SBCs, invoices, and rate sheets into easy-to-understand side-by-side comparisons, as well as branded proposal books and comprehensive employee benefit guides. Initially launched in 2025 under the name BART (Benefit Analysis Reporting Tool), it addresses the cumbersome task of manually entering data during renewal season. Instead of re-keying information from carrier PDFs into spreadsheets or presentations, Planlined streamlines this process by allowing users to upload their existing documents. The software automatically extracts plan data, presenting it in a normalized comparison format and highlighting any uncertainties for verification against the original source before sending it to clients. Once a case has been approved, users can export a customized proposal book and an employee enrollment guide, both featuring the branding elements of the agency, such as logos and color schemes. Since the data for both documents is derived from the same source files, consistency is maintained throughout. Additionally, plans and cases are archived in libraries for easy access during the next renewal period, while client share links allow for effortless sharing of comparisons without the need for attachments, enhancing convenience and efficiency. This innovative approach not only saves time but also minimizes errors, ultimately improving client satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

ADP DataCloud
Alight
Claude
Dayforce
Gemini
Grok
Lyra
Maven
Microsoft Teams
Omada
OpenAI
Optum AI Marketplace
Oracle Cloud Infrastructure
Perplexity
Personify Health
Rippling
ServiceNow
Slack
Sword
UKG Pro

Integrations

ADP DataCloud
Alight
Claude
Dayforce
Gemini
Grok
Lyra
Maven
Microsoft Teams
Omada
OpenAI
Optum AI Marketplace
Oracle Cloud Infrastructure
Perplexity
Personify Health
Rippling
ServiceNow
Slack
Sword
UKG Pro

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$75/month
First proposal free. Professional: $75/month, or $62/month billed annually ($744/year). Enterprise: custom pricing.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Avante

Founded

2024

Country

United States

Website

www.avante.ai/

Vendor Details

Company Name

BART Technologies Inc

Founded

2025

Country

United States

Website

planlined.com

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

Product Features

Benefits Administration

COBRA Administration
Claims Management
Deduction Management
Disability Insurance Administration
Employee Benefits Administration
FMLA Administration
FSA Administration
Flexible Spending Accounts
For Brokers
For Employers
HIPAA Compliant
Health Insurance Administration
Life Insurance Administration
Online Benefits Enrollment
Premium Billing
Provider Management
Retiree Administration
Retirement Plan Management

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