Resources & Learning Center
Guides, tutorials, and best practices to help you get the most out of BART
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Guides & Templates
Automation playbooks, comparison templates, and proposal scripts you can use immediately.
12
Tools & Calculators
Excel models, payroll deduction calculators, ACA affordability checks, and comparison utilities.
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Implementation Workflows
Step-by-step walkthroughs covering uploads, data validation, contribution modeling, and exports.
24/7
Self-Serve Access
No gatekeeping—every resource is open, linkable, and ready to share with teammates or clients.
Featured Resources
Start with the guides teams use every renewal season
These deep dives walk through the exact workflows agencies use to automate comparisons, build proposals, and present results that clients immediately trust.
Workflow tour: Carrier documents to client delivery
Follow the complete BART workflow: verify carrier-file data, compare a strategy, and create the client-facing materials from the same case.
- Bring PDFs, SBCs, and spreadsheets into one case
- Review uncertain fields beside their source document
- Use Scenario Manager before you adopt a recommendation
Template Pack: Free Benefit Comparison Template Suite
Downloadable Excel + PDF templates that match how brokers present plan comparisons, contribution scenarios, and summary notes.
- Three ready-to-use Excel workbooks with formulas
- Client-facing PDF template for executive summaries
- Instructions for swapping in your agency branding
Source-verified document intake
See how BART organizes carrier files and lets your team review parsed benefit data next to the source material.
- Prepare PDFs, rate sheets, SBCs, and spreadsheets for intake
- Review fields and their supporting source material together
- Handle carrier-specific formats without rebuilding the case
How to Automate Benefit Comparison
Complete guide to automating benefit comparison from upload to delivery, with practical steps for broker teams.
Free Benefit Comparison Template
Download free Excel and PDF benefit comparison templates. Perfect starting point before upgrading to full automation.
Employee Benefits Booklet Template
The page-by-page structure for an open enrollment booklet, plus print specifications and distribution timing.
Automatically Analyze PDF and Excel Benefit Files
Learn how AI extracts benefit data from PDFs and Excel with verification workflows that reduce manual re-entry.
Free Side by Side Comparison Tool
Create professional side-by-side health insurance comparisons. Compare benefits across multiple carriers instantly and free.
Excel Benefit Analysis
Free Excel benefit analysis template. Analyze health insurance benefits, compare plans, and calculate costs efficiently.
Employee Payroll Deduction Calculator
Calculate employee payroll deductions for health insurance. Show per-paycheck costs based on pay frequency and contributions.
Free Benefit Proposal Tool
Bring carrier files into a reviewable case, work a recommendation safely, and prepare client-ready materials.
ACA Affordability Calculator
Calculate ACA affordability for 2025. Free calculator determines if health plans meet 9.02% safe harbor requirements.
Benefits RFP Template
Free benefits RFP template to request quotes from carriers efficiently. Includes pre-built questionnaire for all benefit types.
SBC Comparison Tool
Bring SBC documents into one reviewable case and compare confirmed plan details side by side.
Quick Start Guide
Start with carrier files, review the case, work a recommendation safely, and prepare client delivery.
Document Upload Best Practices
Learn how to prepare and upload documents for maximum accuracy with our AI parser.
Scenario Manager
Fork a working case, compare strategies, and deliberately adopt the path you want to carry forward.
Proposal Branding Guide
Customize proposals with your agency branding for a professional look.
Multi-Carrier Comparisons
Compare plans from multiple carriers side-by-side with advanced filtering.
Benefits Trends 2025
Stay ahead with the latest trends in employee benefits and health insurance.
Carrier Quoting Template
Free spreadsheet for organizing carrier quotes: track submissions, normalize formats, and compare rates side-by-side.
Stop-Loss Insurance Calculator
Size stop-loss coverage for self-funded plans and find the right specific and aggregate deductibles.
MLR Rebate Calculator
Estimate Medical Loss Ratio rebates for your clients, and see how the 80/20 rule splits them between employer and employees.
ERISA Compliance Checklist
Form 5500 filing requirements, SPD rules, fiduciary duties, and audit thresholds in one checklist.
PEO Comparison Checklist
Compare master health plans, admin fees, bundled services, and total cost of engagement across PEOs.
Dental & Vision Plan Comparison
Compare dental and vision plans across carriers: networks, coverage levels, costs, and PPO vs DHMO trade-offs.
Templates & Calculators
Download the toolkits brokers rely on between renewals
Instead of generic PDFs, these collections include the exact spreadsheets, calculators, and comparison tools we use internally with agencies.
Benefit Analysis Template Pack
Excel workbooks, PDF exports, and reusable comparison tables that match how brokers scope medical, dental, vision, life, and disability.
- Side-by-side comparison tables for every coverage tier
- Contribution modeling formulas with employer vs. employee costs
- Ready-to-brand PDF proposal layout for client meetings
Calculators & Compliance Helpers
Interactive worksheets for payroll deductions, ACA affordability, and contribution strategies that keep renewals compliant.
- Per-paycheck payroll deduction projections for every frequency
- One-click ACA 2025 safe harbor validation
- Contribution guardrails for part-time and management tiers
Comparison & Proposal Tools
Use the free side-by-side, SBC comparison, and proposal tools to visualize carrier data before you ever export from BART.
- Generate carrier-neutral comparisons from reviewed case data
- Automate SBC field mapping without rebuilding tables
- Upgrade to branded proposals with a single click
Learning Paths
BART implementation blueprint
Follow the same four-step path our onboarding team uses with new agencies. Each step links to a tactical guide so you can move at your own pace.
Bring carrier files into a case
Upload the carrier packet, organize the files, and review the plan data with the original documents close at hand.
Verify the plan data before modeling
Resolve the fields that need attention, then use the case data for plan comparisons instead of retyping it into a separate workbook.
Compare strategies in Scenario Manager
Create a safe working copy to test contribution and enrollment choices, compare totals, and adopt the recommendation you want to use.
Deliver the recommendation for every audience
Create the Proposal Book, run Present Proposal in the meeting, and prepare the employee-facing Benefit Guide from the selected case.
Live support & programs
Get help even after you download the templates
Join office hours, grab implementation checklists, or subscribe to the digest to stay on top of new releases.
Weekly office hours
Live working sessions where we review carrier packets, troubleshoot edge cases, and share workflow wins from other brokerages.
- Bring real client renewals for feedback
- See advanced upload + parsing demos
- Leave with next steps tailored to your book
Implementation checklists
Self-serve checklists and launch kits that get new team members confident in less than a week.
- Quick-start guide for new producers
- Benefits RFP template for quoting
- Launch kits for marketing and CS teams
Resource digest & updates
Monthly digest of new templates, automation tips, and comparison tactics pulled from real customer wins.
- New templates delivered to your inbox
- Coverage of compliance updates with examples
- Actionable ideas you can implement immediately
Resource FAQs
Still wondering what you get?
Here are the most common questions brokers ask before diving into the resource library.
Are these resources actually usable or just marketing?
Every item links to a live guide, template, calculator, or tool. There are no paywalls, no PDFs that require a salesperson, and no “coming soon” placeholders.
Which resource should I start with if I am brand new to BART?
Start with the Quick Start Guide to learn the interface, then grab the Benefit Comparison Template to mirror your current process before moving into automation.
Do you cover compliance topics like ACA affordability?
Yes. The calculators include ACA 2025 thresholds, payroll deduction modeling, and contribution guardrails so you can document how recommendations stay compliant.
Can I share these guides with clients or partner agencies?
Absolutely. Everything here was written to be client-safe. Feel free to forward links, embed calculators in Loom recordings, or include templates in onboarding packets.
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