Resources & Learning Center

Guides, tutorials, and best practices to help you get the most out of BART

Guide

How to Automate Benefit Comparison

Complete guide: Save 10+ hours per week by automating benefit comparison. Learn the exact workflow brokers use to go from 6 hours per proposal to 30 minutes.

15 min read
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Template

Free Benefit Comparison Template

Download free Excel and PDF benefit comparison templates. Perfect starting point before upgrading to full automation.

5 min read
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Guide

Automatically Analyze PDF and Excel Benefit Files

Learn how AI automatically extracts benefit data from PDFs and Excel with 95%+ accuracy. Stop manual data entry forever.

12 min read
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Tool

Free Side by Side Comparison Tool

Create professional side-by-side health insurance comparisons. Compare benefits across multiple carriers instantly and free.

8 min read
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Template

Excel Benefit Analysis

Free Excel benefit analysis template. Analyze health insurance benefits, compare plans, and calculate costs efficiently.

10 min read
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Calculator

Employee Payroll Deduction Calculator

Calculate employee payroll deductions for health insurance. Show per-paycheck costs based on pay frequency and contributions.

7 min read
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Tool

Free Benefit Proposal Tool

Create professional benefit proposals in minutes. Compare plans, model contributions, and generate branded proposals free.

12 min read
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Calculator

ACA Affordability Calculator

Calculate ACA affordability for 2025. Free calculator determines if health plans meet 9.02% safe harbor requirements.

10 min read
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Template

Benefits RFP Template

Free benefits RFP template to request quotes from carriers efficiently. Includes pre-built questionnaire for all benefit types.

15 min read
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Tool

SBC Comparison Tool

Compare Summary of Benefits and Coverage documents side-by-side. Automatically extract data from any carrier SBC form.

8 min read
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Guide

Quick Start Guide

Get up and running with BART in 30 minutes. Create your first proposal step-by-step.

10 min read
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Guide

Document Upload Best Practices

Learn how to prepare and upload documents for maximum accuracy with our AI parser.

8 min read
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Tutorial

Mastering What-If Mode

Unlock the full power of contribution modeling and scenario analysis.

12 min read
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Guide

Proposal Branding Guide

Customize proposals with your agency branding for a professional look.

5 min read
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Tutorial

Multi-Carrier Comparisons

Compare plans from multiple carriers side-by-side with advanced filtering.

15 min read
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Report

Benefits Trends 2025

Stay ahead with the latest trends in employee benefits and health insurance.

20 min read
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