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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Advanced Data Tools
Work faster with intelligent data handling. Smart paste, cost analysis, and bulk operations designed for benefits professionals.
As seen in product Launch interactive demo
Why Advanced Data Tools?
Smart Paste Mapper
Paste data from any source - Excel, carrier portals, PDFs - and BART intelligently maps it to the right fields automatically.
Cost Differential Analysis
Compare employee-level cost changes between current and proposed plans. See exactly how each tier is impacted.
Bulk Census Operations
Select multiple employees and apply changes in batch - update classes, toggle enrollments, or recalculate costs.
Data Validation Engine
Automatic checks catch errors before they become problems - duplicate employees, invalid tiers, missing data.
Rate Sheet Import/Export
Import rate data from carrier spreadsheets and export formatted rate sheets for any carrier or TPA.
Formula Builder
Create custom calculations for unique contribution structures, age-banded rates, or complex ER/EE splits.
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.
3
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.
Smart Paste Mapper
Paste from anywhere - BART figures out what it is and where it goes.
Excel Spreadsheet
Copy rows from Excel and paste directly into BART's grid
Carrier Portal
Copy rate tables from carrier websites
PDF Text
Select text from PDF documents and paste
Email Tables
Copy formatted tables from email communications
Press Ctrl/Cmd + V and watch the magic happen
Cost Differential Analysis
See exactly how plan changes affect costs at every level.
Coverage Tier
Current
Proposed
Difference
Employee Only
$125.00
$132.50
+$7.50
EE + Spouse
$312.00
$298.00
-$14.00
EE + Children
$275.00
$285.00
+$10.00
Family
$498.00
$495.00
-$3.00
Employee cost differences calculated per pay period
Bulk Census Updates
Select multiple employees and update classes, tiers, or enrollment status in one action.
Rate Sheet Export
Generate formatted rate sheets ready for carrier submission or client review.
Formula Builder
Create custom calculations for age-banded rates or complex contribution structures.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime