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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Census Management
Import, validate, and manage employee census data with automatic formatting and carrier-ready exports.
As seen in product Launch interactive demo
Why Census Management?
Smart Census Import
Import census data from any format—Excel, CSV, or PDF. BART normalizes it automatically.
Data Validation
Catch errors before they cause quoting issues: missing DOBs, invalid zips, duplicate entries.
Carrier-Ready Export
Export census in each carrier's preferred format—no manual reformatting required.
Age Band Analysis
Instantly see employee distribution across age bands for accurate rate calculations.
Dependent Tracking
Track dependents separately with proper tier assignments for family coverage modeling.
Historical Snapshots
Keep census snapshots for each renewal period to track workforce changes over time.
How it fits your workflow
Mirror the 5-step wizard from intake to proposal.
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Step 2: File Upload
Import carrier files or census data to pre-fill plan details.
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Step 3: Plans & Enrollment
Map enrollments and rates, or copy from current plans.
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Step 4: Contributions
Set employer and employee contributions and preview impact.
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Step 5: Proposal
Generate the proposal and jump into presentation mode.
Workflow accelerators
Quick Actions
Jump between cases, uploads, and exports without breaking focus.
Keyboard Shortcuts
Stay in flow with command palette, export, and navigation shortcuts.
Export Anywhere
Send dashboards, PDFs, or spreadsheets straight from the toolbar.
Built-in Help
Inline help center keeps guidance one click away.
Data confidence, built in
Parsing, validation, and quality signals keep uploads reliable.
Smart Parsing
API parser for PDFs and docs with automatic structure detection.
CSV Fallback
Built-in CSV/TXT reader when external services are unnecessary.
Quality Signals
Header verification and confidence flags to catch issues early.
Coverage Check
Geography coverage status before committing exports.
Mobile-ready and presentation friendly
Responsive layouts keep executive summaries, quick actions, and exports usable on the go.
- Works seamlessly with the presentation toolbar and exports.
- Sidebar controls collapse gracefully for smaller screens.
- Keyboard shortcuts remain available for power users.
Supported Census Formats
📊Excel (.xlsx)
📄CSV Files
📑PDF Exports
🔗HRIS Integrations
Common Validation Checks
- ✓ Date of birth format
- ✓ ZIP code validation
- ✓ Gender field standardization
- ✓ Duplicate detection
- ✓ Coverage tier verification
- ✓ Dependent relationship codes
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime