Everything You Need to Win More Business
Turn complex benefits data into client-ready proposals in minutes, not hours. BART handles the busywork so you can focus on relationships.
Copy/Paste Images Directly Into Comparisons
Paste screenshots or images directly into your comparison. BART runs OCR to capture plan details and drops them into the normalized table - no retyping required.
- Paste from clipboard or upload images
- OCR extracts plan attributes accurately
- Auto-maps into the side-by-side layout
Explore All Features
Click any feature to learn more about how it can help your workflow.
Document Parsing
Extract benefit data from PDFs, Excel files, and images automatically.
Learn moreContribution Modeling
Model ER/EE costs with real-time calculations.
Learn morePlan Comparison
Side-by-side comparisons across unlimited carriers.
Learn moreProposal Builder
Create branded, client-ready proposals instantly.
Learn moreRenewal Analysis
Compare renewal rates year-over-year.
Learn moreCensus Management
Import, validate, and manage employee census data.
Learn moreClient Portal
Deliver branded presentations with secure sharing.
Learn moreRate Negotiation
Benchmark rates and identify negotiation leverage.
Learn moreAI-Powered Tools & Automation
Powerful features that set BART apart from traditional benefit tools.
Benefit Guide Generator
Create branded employee benefit guides with key dates, contacts, and FAQs.
Learn moreACA Compliance
Built-in affordability calculator and penalty exposure analysis.
Learn moreAI Insights (Bedrock)
AWS Bedrock-powered AI analysis highlighting costs, compliance, and recommendations.
Learn moreExport Options
10+ export formats including PDF, Excel, PowerPoint, and shareable links.
Learn morePlan Library
Cloud-synced plan library with smart collections and quick filtering.
Learn moreData Analysis
Advanced AI-powered analysis for documents, rates, and census data.
Learn morePresentation Mode
Full-screen client presentation view optimized for meetings and screen sharing.
Learn moreMobile Support
Responsive design works on phones and tablets. Review proposals anywhere.
Learn morePower User Tools
Command palette, smart paste, bulk actions, and 30+ keyboard shortcuts.
Learn moreQuote & Invoice Analysis
AI-powered parsing of carrier quotes and invoices to extract rates and plan details.
Learn moreInvoice Analysis
Parse billing statements for enrollment verification, rate reconciliation, and cost tracking.
Learn moreCase Library
Cloud-synced case management with favorites, templates, and powerful search.
Learn moreWhat-If Scenarios
Model unlimited contribution scenarios with instant cost impact analysis.
Learn moreEmployee Cost Calculator
Calculate per-employee cost differences between current and proposed plans.
Learn morePEO & Payroll
PEO plan comparisons, admin fee modeling, and payroll deduction calculations.
Learn moreAdvanced Data Tools
Smart paste mapping, cost differential analysis, and bulk data operations.
Learn moreFeature Impact at a Glance
See how each feature improves your workflow.
| Feature | Time Saved | Accuracy | Complexity |
|---|---|---|---|
| Document Parsing | 90% | 95%+ | Low |
| Contribution Modeling | 75% | 100% | Medium |
| Plan Comparison | 85% | 100% | Low |
| Proposal Builder | 80% | 100% | Low |
See the Complete Workflow
Watch how BART takes you from raw documents to client-ready proposals in minutes.
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See How BART Transforms Your Workflow
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.
Model Contributions Instantly
Run unlimited what-if scenarios. See how different ER/EE splits affect costs across all tiers in real-time.
Compare Plans Side-by-Side
Automatically align benefits across carriers. Highlight differences and present options clients can actually understand.
Trusted by benefits brokers
See how brokers are saving hours every week with BART
"BART cut my proposal time from 8 hours to under 2 hours. I can now handle 3x more clients without hiring additional staff."
"The automated document parsing is a game-changer. No more manual data entry from carrier quotes. My team loves it."
"We were drowning in spreadsheets. BART gave us our nights and weekends back. The contribution modeling alone is worth it."
Helpful Guides & Resources
Deep-dive articles to help you get the most out of BART.
Ready to Transform Your Workflow?
Start your free proposal today and see the difference BART makes.
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