Feature

AI Document Parsing

Extract benefit data from PDFs, Excel files, and images automatically — verified against the source, with anything uncertain flagged instead of guessed.

AI Document Parsing demo video

Why AI Document Parsing?

Automated Intake

Census files, invoices, benefit summaries, and carrier quotes are parsed and standardized automatically.

Verified Against the Source

Every extracted field is checked against the original PDF, and anything BART is unsure of is flagged instead of guessed.

Multiple Formats

Supports PDF, Excel (.xlsx, .xls), CSV, Word documents, and most image formats (PNG, JPG).

OCR for Images

Paste screenshots or images directly—BART extracts plan details and maps them into your comparison.

Error Prevention

Built-in validation flags missing fields and discrepancies before clients see them.

Any Carrier Format

Works with documents from virtually any insurance carrier without manual configuration.

Verify, don't trust

Every number, next to the page it came from.

BART shows the extracted fields beside the original PDF, so you check the work instead of taking it on faith — and it flags the values it is unsure about rather than quietly guessing.

Extracted plan fields on the left beside the source carrier SBC on the right, with two values flagged as likely incorrect
Upload to comparison

Six steps, about ninety seconds.

  1. 01

    Drop the documents in

    SBCs, quotes, rate sheets, census files — PDF, Excel, Word or CSV.

    Empty upload area inviting files to be dropped
  2. 02

    BART sorts them for you

    Each file is classified by type before anything is parsed, so a quote is not read like an SBC.

    Uploaded files grouped by detected document type
  3. 03

    Extraction runs

    Deductibles, out-of-pocket maximums, copays and rates are pulled out in parallel.

    Extraction progress across the uploaded documents
  4. 04

    Check it against the source

    Fields sit beside the original page. Anything BART is unsure of is flagged, not hidden.

    Extracted fields beside the source PDF with two values flagged
  5. 05

    Plans, not documents

    What was four PDFs is now structured plans you can compare and edit.

    Structured plan cards showing extracted benefit values
  6. 06

    Say what each one is

    Mark current, proposed and alternates — then the case is ready to build.

    Plans designated as current, proposed and alternate
The point of all this

Four documents in. One comparison out.

Four carrier documents across two carriers become ten plans in one comparison, organized into three benefit groups — deductibles, out-of-pocket maximums, and copays lined up in-network and out for every plan. Wherever the source paperwork includes rates, the annual premiums land in the same view — $320,822.40, $361,558.56, $323,147.76 — so the quoted cost sits right next to the parsed coverage, not in a separate spreadsheet.

BART comparison dashboard showing ten plans across three benefit groups with a full benefit grid and an employer premium panel listing annual costs for the quoted plans

Related Features

Plan Comparison

Turn parsed data into side-by-side comparisons

Contribution Modeling

Model ER/EE costs with extracted data

Proposal Book

Prepare client materials from approved data

Ready to Try This Feature?

Start your free proposal today and see the difference.

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