Planlined vs QuoteMap: Carrier Quote Parsing Tools Compared
QuoteMap and Planlined both turn carrier PDFs into side-by-side comparisons and benefit guides. Compare document limits, contribution and scenario modeling, invoice reconciliation and per-seat versus flat pricing, from public documentation.
Reviewed September 3, 2026, from public documentation. QuoteMap is a trademark of its owner; Planlined is not affiliated with it. Spot an error? Email support@trybart.com and we will correct it.
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.
Capabilities side by side
| Capability | Planlined | QuoteMap |
|---|---|---|
| Parses carrier PDFs and spreadsheets | Yes No cap on documents per case; quotes, SBCs, rate sheets and invoices. | Yes Up to 8 documents per run; 20+ carrier formats. |
| Side-by-side comparison | Yes Unlimited carriers. | Yes 26 fields per plan. |
| Proposal export | Yes Branded PDF and presentation mode. | Yes |
| Employee enrollment guide | Yes | Yes Benefit guides. |
| Contribution and what-if modeling | Yes 5+ structures plus a scenario manager for alternatives. | Partial Employer contribution per tier; scenario modeling not documented. |
| Invoice reconciliation | Yes | Not documented |
| Plan and case libraries | Yes | Not documented |
| Team workspaces and client share links | Yes | Not documented |
| Live carrier rate feed | No | No |
| Self-serve signup and free trial | Yes First proposal free. | Yes Three free runs. |
| Pricing | First proposal free. Professional $75/month, or $62/month billed annually, with unlimited proposals. Enterprise custom. | Published 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 if
- 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 if
- 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
- 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
See Planlined on your own carrier quote
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