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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
Power User Features
Keyboard shortcuts, quick actions, and command palette for maximum efficiency. Work faster with expert-level tools.
As seen in product Launch interactive demo
Why Power User Features?
Command Palette
Access any action instantly with Cmd/Ctrl+Shift+P. Search commands, open cases, jump to features - all without leaving the keyboard.
Smart Paste
Paste data from any source and BART intelligently maps it to the right fields. Works with Excel, PDFs, carrier portals, and more.
Bulk Actions
Select multiple plans or employees and apply changes in batch. Update rates, toggle plans, or export selections all at once.
Keyboard Shortcuts
Navigate, export, and manage proposals without touching your mouse. Over 30 shortcuts available for every common action.
Fast Navigation
Jump between steps, open cases, and switch views with single keystrokes. Tab through fields with smart focus management.
Quick Actions Menu
Right-click context menus and quick action buttons provide fast access to common operations.
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.
Popular Keyboard Shortcuts
Command PaletteCtrl/Cmd + Shift + P
Smart Paste (auto-maps data)Ctrl/Cmd + V
Select All (for bulk actions)Ctrl/Cmd + Shift + A
Export PDF PreviewCtrl/Cmd + P
Export ExcelCtrl/Cmd + Shift + X
Open Cases LibraryCtrl/Cmd + Shift + C
AI: Focus InputAlt + Shift + A
Close Modal/DialogEscape
Press ? or Shift + / in BART to see all available shortcuts
Quick Actions Menu
Access common actions without leaving your keyboard. Open the Quick Actions menu to:
📁
New Case
📂
Open Case
💾
Save Case
📤
Export
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime