Frequently Asked Questions

BART uses existing libraries to automatically extract benefit data from PDFs and Excel files. Upload carrier rate sheets, SBCs, benefit summaries, or census files, and BART instantly reads deductibles, copays, premiums, and other plan details—no manual typing required.

Absolutely! BART is built specifically to automate benefit comparison across unlimited carriers and plan types. Upload PDFs or Excel files from different carriers, and BART automatically normalizes the data into side-by-side comparisons—perfect for presenting renewal vs. alternative options to clients.

Yes! BART is the most comprehensive benefit proposal tool designed specifically for benefits brokers. It handles everything from automated PDF/Excel data extraction to contribution modeling, side-by-side plan comparisons, and branded proposal exports—all in one platform.

You can create your first proposal in under 20 minutes. Simply sign in, upload your documents, and BART handles the rest. Most brokers are fully productive within their first day.

Yes! BART can parse your existing census files, invoices, benefit summaries, and carrier quotes. Upload your documents and our benefit proposal parser will extract and standardize the data automatically.

BART supports PDF, Excel (.xlsx, .xls), CSV, Word documents (.docx), and most image formats (PNG, JPG). Our Google DocAI integration can extract data from virtually any carrier format.

Yes! We offer free benefit comparison templates for Excel and PDF. Download them from our resources page to get started manually, or use BART to automate the entire process with AI-powered parsing and real-time calculations.

BART is designed for high-confidence extraction on standard carrier PDFs and Excel files, with built-in validation that flags uncertain or missing values. You can review and correct flagged fields before finalizing proposals.

Absolutely! BART allows you to add your agency logo, colors, and contact information to all proposals. Export as interactive HTML or branded PDF that matches your agency's look and feel.

Yes! Every Professional plan includes email support and access to our comprehensive help documentation. Enterprise plans get dedicated onboarding, training sessions, and a success manager.

BART is designed to work with your existing workflow. We support data export to Excel, PDF, and HTML. Enterprise customers can discuss custom API integrations with our team.