Turn complex benefits data into client-ready proposals
Automate side-by-side comparisons, contribution modeling, and branded exports—so you win more business with less busywork.
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Everything you need to create winning proposals
From document upload to branded export—BART handles the heavy lifting so you can focus on your clients.
Automate Document Intake
Upload PDFs, Excel files, and census data. Our AI extracts plan details, rates, and contributions automatically.
▸ 95%+ accuracyModel Contributions Instantly
Run unlimited what-if scenarios. See how different ER/EE splits affect costs across all tiers in real-time.
▸ Unlimited scenariosCompare Plans Side-by-Side
Automatically align benefits across carriers. Highlight differences and present options clients can actually understand.
▸ Up to 10 plansWalk in with a book, not a spreadsheet
Every case you build in BART becomes a designed proposal book — cover, program financials, benefit comparisons, multi-year projection, paycheck math and a signature page. Generated in seconds. Yours to rebrand.
A sample BART proposal book: a branded cover page fanned in front of the program financials, medical benefit comparison and per-paycheck deduction pages.
Then hand employees something they’ll actually read
The same case data becomes a designed enrollment guide — plans side by side, eligibility, enrollment steps and contacts. Pick one of five art directions, or drop in the client’s own colors.
Editorial Bold
Modern Clean
Blue Navigator
Modular Blueprint
From carrier documents to client proposal in 3 easy steps
No complex setup. No learning curve. Just upload, review, and export.
Upload Your Documents
Drag and drop carrier quotes, SBCs, or Excel spreadsheets. BART's AI automatically extracts plan details, rates, and coverage information.
- PDFs, Excel, and Word files supported
- Works with all major carriers
Review Extracted Data
Validate extracted data, adjust contribution strategies, and compare plans side-by-side. Run unlimited what-if scenarios in real-time.
- Instant contribution calculations
- Built-in error detection
Export Professional Proposals
Generate polished, branded proposals in one click. Choose from PDF, Excel, or interactive HTML formats that impress clients.
- Add your logo and branding
- Multiple export formats
Smart Features That Work For You
Beyond basic comparisons—BART includes advanced tools to help you deliver more value to clients.
AI-Generated Insights
Auto-generated executive summaries highlighting cost impacts, compliance status, and key recommendations.
Learn moreACA Compliance Modeler
Built-in affordability calculator ensures plans meet IRS requirements. Calculate penalty exposure instantly.
Learn moreBenefit Guide Generator
Create branded employee benefit guides with key dates, contacts, FAQs, and enrollment instructions.
Learn more10+ Export Formats
PDF, Excel, PowerPoint, HTML web reports, shareable links, and more. Whatever your client needs.
Learn moreCloud Plan Library
Save and reuse plans across clients. Smart collections filter by carrier, type, and date.
Learn moreAdvanced Data Analysis
Multi-engine parsing for documents, rate sheets, invoices, and census data with quality metrics.
Learn moreLatest from the Blog
Tips, guides, and best practices for benefits brokers.
How to Analyze Benefit Quotes
Master quote analysis with systematic approaches that save time and reduce errors.
Employee Benefit Guide Template
Create professional employee benefit guides with our step-by-step template.
5-Step Benefit Proposal Workflow
From document upload to client presentation in 5 systematic steps.
Simple, transparent pricing
First proposal free. No credit card required.
Professional
/month
- Unlimited proposals
- AI document parsing
- Priority support
Stop wasting hours on proposals
Benefits brokers using BART close deals faster with professional proposals in under 30 minutes.