Start with a clear comparison structure, bring carrier documents into a reviewable case, and use the approved recommendation to prepare client-ready materials.
Full-featured Excel template with automated formulas for comparing medical, dental, vision, life, and disability plans side-by-side.
Streamlined template focused on medical plan comparisons with key benefits like deductibles, copays, and out-of-pocket maximums.
Professional PDF template for presenting benefit options to clients with branded sections for your agency.
Enter your email to download your selected template
Stop copying and pasting benefit details from PDFs. Our templates streamline the process so you can focus on advising clients, not formatting spreadsheets.
Pre-built formulas automatically calculate costs, contributions, and affordability. No more formula errors or calculation mistakes in client proposals.
Clean, professional formatting that you can send directly to clients or customize with your agency branding. Impress clients with polished deliverables.
Built-in validation and ACA affordability checks help you catch errors before they reach clients, reducing compliance risk and improving accuracy.
BART brings the comparison, source review, recommendation work, and delivery materials together in one connected case.
Bring carrier PDFs into a case and verify important plan values against their source files
Organize reviewed plans into a clear side-by-side comparison
Work recommendation alternatives safely in Scenario Manager before client delivery
From $25/mo • First proposal free • No credit card required
Continue learning with these helpful resources
A guide to connecting source review, recommendation work, and client delivery.
Download our free salary guide with compensation data by region, experience, and firm size.
See why automated benefit comparison software beats manual Excel spreadsheets.
Simply download the template, open it in Excel or Google Sheets, and follow the instructions in the first tab. You'll enter plan details in the designated cells, and all formulas will automatically calculate costs and comparisons.
Absolutely! You can add your agency logo, change colors, and modify sections to match your branding. The templates are fully editable.
Yes! The Excel templates work on both Mac and PC versions of Microsoft Excel, as well as Google Sheets and other spreadsheet applications.
The free template requires manual data entry and updates. BART automates the entire process—it reads PDFs, extracts data automatically, updates calculations in real-time, and generates interactive proposals. Think of the template as a bicycle and BART as a Tesla.