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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Mobile Support
Access BART from any device. Review proposals, check comparisons, and share reports from your phone or tablet.
As seen in product Launch interactive demo
Why Mobile Support?
Responsive Design
BART adapts to any screen size—from large monitors to tablets and smartphones.
Review on the Go
Check proposal details, compare plans, and review client data from anywhere.
Touch-Optimized
Interface elements are sized for touch interaction on tablets and phones.
No App Required
Works in any modern browser—no need to download or install anything.
Quick Lookups
Perfect for checking rates or plan details during client calls or meetings.
Secure Access
Same secure login and data protection whether you're on desktop or mobile.
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.
Works on All Your Devices
Desktop
Full-featured experience
Tablet
Touch-optimized interface
Phone
Quick lookups on the go
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime