Free spreadsheet template to organize quotes from multiple carriers. Track submissions, compare rates, and streamline your quoting workflow.
Collect and validate employee census data from client
Send RFP/census to multiple carriers simultaneously
Log quote status, follow up on outstanding submissions
Standardize quote formats for apples-to-apples comparison
Create client-ready comparison with recommendations
Track the quotes included in your case with a flexible template
Quotes buried in emails, different formats from each carrier, no central tracking.
No system to track outstanding quotes, carriers slip through cracks.
Hard to compare apples-to-apples when formats differ.
Recreating tracking sheets for every new case.
BART automates the entire quoting workflow—from document parsing to carrier comparison to client-ready proposals.