A renewal presentation that looks like it took a week.
Pick your chapters, set the recommendation, choose a design — BART lays out the whole book from the case data you already entered. No slide decks. No copy-paste. No stale numbers.
- Composition
- Auto-composed
- Chapters
- 5 chapters
- Preview
- Live preview
From your case data
Toggle any page off
Updates as you edit
Every page is built from your case data
Financials reconcile to the premiums you entered. Comparisons pull from the plans in your sheets. Change a contribution and the paycheck page changes with it.
Program financials
Every line of coverage — current vs proposed vs alternate — with the employer and employee split.
Benefit comparison
Monthly rates by coverage tier, annualized totals, and your comments running alongside.
Multi-year projection
Trend the whole program forward and show the multi-period delta between paths.
What employees pay
Per-paycheck deductions by tier, calculated on the actual pay schedule.
Strategy, explained
The recommended path written out in plain language for the committee.
Next steps & acceptance
Decision path and sign-off, so the meeting can end with a yes.
Pages shown are from a sample case. Chapter and page counts vary with the lines of coverage in yours.
Compose it in four steps, watch it render live
Content
A chapter outline with page counts. Drop the pages you don’t need, reorder the rest.
Recommendation
Name the proposed path and its alternates — the book highlights them throughout.
Design
Your logo, colors and cover treatment. Save it as a version you can reuse next renewal.
Export
PDF for the meeting, a client screen for the room, HTML for the follow-up email.
Live preview · updates as you edit
Your next renewal meeting, already designed
Build the case once. BART writes the book.