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Benefit Guide

Five designer guides. One click each.

Employees don’t read a benefits PDF that looks like a benefits PDF. BART composes the whole guide from the same case data — plans, rates, eligibility, enrollment steps — in the art direction you pick.

  • Editorial Bold theme: dark cover with a large serif headline reading “Your Benefits Book”

    Editorial Bold

    Magazine-style, high contrast

  • Modern Clean theme: green gradient cover reading “Your Benefits, made simple”

    Modern Clean

    Soft gradient, approachable

  • Blue Navigator theme: white cover with a navy sidebar reading “Navigate your benefits with confidence”

    Blue Navigator

    Structured, corporate

  • Modular Blueprint theme: navy header block over a four-card grid reading “Your Benefits Blueprint”

    Modular Blueprint

    Grid-led, information-first

Plus Editorial Cobalt — or override the primary and accent colors with the agency’s own.

Inside the guide

Written for employees, not for underwriters

Side-by-side plan spreads, plain-language enrollment steps, eligibility and notices — pulled straight from the case, so the guide can’t drift out of sync with the proposal.

Benefit guide spread comparing two medical plans side by side with deductibles and visit costs

Plans, side by side

Featured plans with deductible, out-of-pocket max and visit costs in a single glance.

Benefit guide spread with four numbered enrollment steps and a questions-answered column

How to enroll

Numbered steps, your enrollment portal, your deadline, your benefits contact.

Spreads shown are from a sample case. Section count varies with the lines of coverage in yours.

The BART benefit guide builder: setup and style controls on the left, live employee preview on the right
Setup → Plans → Content → Export

Preview it exactly as the employee will see it

  • Theme + brand overrides

    Use the house theme, or drop in the client’s primary and accent colors and a cover image.

  • Pick the plans

    Choose which quoted plans appear in the guide and which one is featured.

  • Edit the words

    Eligibility, enrollment steps, contacts, FAQs and plan notices are all editable copy.

  • Export or publish

    A PDF to hand out, or a link employees can open on their phone.

Both books. Same case. Zero rework.

Build the case once — BART produces the broker-facing proposal and the employee-facing guide from it.