01 · Intake & verification
Turn carrier files into a case you can trust.
Bring in the packet, organize the files, and review the plan data alongside the source documents before it drives a recommendation.
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The connected workflow
The carrier packet is just the beginning.
BART keeps intake, recommendation, and delivery connected—so your client-facing work comes from the case you actually reviewed.
A better handoff between steps
Start with evidence. End with a decision.
The work stays tied to the same case as it moves from source documents to a recommendation.
02 · Recommendation
Model the recommendation before you commit it.
Use Scenario Manager to create a safe working copy, compare contribution and enrollment choices, then deliberately adopt the path that should move forward.
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One selected case, three audiences
Deliver the recommendation in the room, after the meeting, and to employees.
Proposal Book
A designed, client-ready recommendation with financials, plan comparisons, projections, and paycheck math.
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Present Proposal
Run the client meeting from the selected case with a focused, presenter-friendly story.
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Benefit Guide
Give employees a clear, branded companion for understanding the benefits they can choose.
Learn moreReady to take the next renewal all the way through?
Start a case, verify the data, and build the work your client will actually see.