How Planlined handles your clients' data
Last reviewed September 3, 2026
The files brokers upload to Planlined are sensitive: census files carry employee names, dates of birth and dependents, and carrier quotes carry a client's rates before the client has seen them. This page states plainly where that data goes, who can see it, and what we have and have not certified.
Encryption
In transit and at rest
Every connection to Planlined uses TLS. Uploaded documents are stored in Amazon S3 with server-side encryption. Case data lives in PostgreSQL and is encrypted at rest.
Hosting
AWS, US regions
Planlined runs on Amazon Web Services in US regions. Documents, the database and the application all stay inside that account.
Document parsing
Extraction only, verified on screen
Carrier PDFs and spreadsheets are sent to Google Cloud Document AI for extraction only. The results are written back to the broker's case. Planlined shows every extracted value beside the source page, so brokers verify rather than trust.
Authentication
Amazon Cognito
Accounts run on Amazon Cognito. Enterprise plans add SSO and audit logs.
Payments
Handled by Stripe
Billing is processed by Stripe. Planlined never sees or stores card numbers.
Access
Private to your workspace
Each brokerage's cases are private to that workspace. Team seats are managed by the account owner.
Retention and deletion
Kept while active, deleted on request
Data is kept while the account is active. To delete an account and its data, email support@trybart.com. The 30-day refund policy on the pricing page applies to new subscriptions.
Refund policyConfidentiality agreements
Signed NDA available
Firms that need a signed agreement before sharing census files or carrier documents can request one on the NDA page.
Request an NDAReporting a vulnerability
Email us directly
If you find a security issue in Planlined, email support@trybart.com with the details. We read every report.
support@trybart.comCompliance status
Where we stand on SOC 2
Planlined has not completed a SOC 2 audit. We will publish the report on this page when we have one.
Until then, we answer security questionnaires by email at support@trybart.com.
What we ask of you
- Use a unique password for your Planlined account.
- Remove team members from your workspace when they leave the firm.
- Share proposals through the app's links rather than as email attachments.
Start with your first proposal free
No credit card required. Questions about data handling first? Email support@trybart.com.