Upload carrier files, compare plans side by side, model contribution strategies, and deliver client-ready recommendations.
Start with Your First Free Proposal โGo from raw carrier documents to structured comparisons in one connected workflow.
Verify extracted fields against source files and keep calculations centralized in one case.
Publish proposal books, run presentation mode, and share employee-facing guides from the same data.
Quick Case Creator intakeโขCurrent vs proposed plan modelingโขClient-ready delivery outputs
Drop in SBCs, quotes, and spreadsheets. BART classifies and parses them into structured plan data.
Review extracted fields next to the original document and correct anything before client review.
Adjust ER/EE splits and test what-if scenarios while keeping your baseline recommendation intact.
Line up plans side by side so deductibles, copays, and premiums are visible in one view.
Generate proposal books, presentation mode views, and employee-facing guides from the same case.
Send secure links and walk stakeholders through the recommendation with a single source of truth.
Tell us where to send your setup link and you can start building your first case right away.
Explore the full product flow first, then start your first proposal when ready.
Open Product Tour โ