Free Benefit Proposal Tool for Insurance Brokers

One case, from source files to delivery

BART gives brokers a connected workflow for the work that happens between a carrier quote and the client meeting. Keep the source documents, comparison, recommendation, and delivery materials linked to the same case.

Bring in and review the carrier material

Start with carrier quotes, rate sheets, SBCs, invoices, and spreadsheets. Review important plan data alongside the source files so the case is ready to become the foundation of the recommendation.

• Organize current, renewal, and alternative plans in one case.
• Confirm plan data before it appears in the client comparison.
• Keep source material available when a value needs to be reviewed.

Work the recommendation safely

Use Scenario Manager for contribution and enrollment alternatives. The baseline case remains intact while a named working scenario captures the changes under consideration. Adopt the selected recommendation deliberately when it is ready to move forward.

Deliver what the client needs

Use the approved case to create the material that fits the moment: a designed Proposal Book, a Present Proposal deck for the client conversation, or a Benefit Guide for employee enrollment communication.

• Proposal Book: a designed, branded recommendation.
• Present Proposal: a meeting-ready client deck.
• Benefit Guide: employee-facing enrollment communication from the same case.

Frequently asked questions

Is it free to try?

Your first proposal is free, with no credit card required.

Can I compare different recommendation paths?

Yes. Scenario Manager keeps the baseline case intact while you work through a named alternative, then lets you adopt the path you want to carry forward.

What kinds of benefits can the case include?

Cases can bring together medical, dental, vision, life, disability, payroll, and related carrier material for a broker review workflow.