Guides, tutorials, and best practices to help you get the most out of BART
18+
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.
9
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
These deep dives walk through the exact workflows agencies use to automate comparisons, build proposals, and present results that clients immediately trust.
Build an end-to-end workflow that turns messy carrier packets into clean side-by-side proposals in under 30 minutes.
Downloadable Excel + PDF templates that match how brokers present plan comparisons, contribution scenarios, and summary notes.
See how AI parsing pulls rates, copays, and OOPM values directly from carrier paperwork so your team never retypes data.
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.
Download free Excel and PDF benefit comparison templates. Perfect starting point before upgrading to full automation.
Learn how AI automatically extracts benefit data from PDFs and Excel with 95%+ accuracy. Stop manual data entry forever.
Create professional side-by-side health insurance comparisons. Compare benefits across multiple carriers instantly and free.
Free Excel benefit analysis template. Analyze health insurance benefits, compare plans, and calculate costs efficiently.
Calculate employee payroll deductions for health insurance. Show per-paycheck costs based on pay frequency and contributions.
Create professional benefit proposals in minutes. Compare plans, model contributions, and generate branded proposals free.
Calculate ACA affordability for 2025. Free calculator determines if health plans meet 9.02% safe harbor requirements.
Free benefits RFP template to request quotes from carriers efficiently. Includes pre-built questionnaire for all benefit types.
Compare Summary of Benefits and Coverage documents side-by-side. Automatically extract data from any carrier SBC form.
Get up and running with BART in 30 minutes. Create your first proposal step-by-step.
Learn how to prepare and upload documents for maximum accuracy with our AI parser.
Unlock the full power of contribution modeling and scenario analysis.
Customize proposals with your agency branding for a professional look.
Compare plans from multiple carriers side-by-side with advanced filtering.
Stay ahead with the latest trends in employee benefits and health insurance.
Templates & Calculators
Instead of generic PDFs, these collections include the exact spreadsheets, calculators, and comparison tools we use internally with agencies.
Excel workbooks, PDF exports, and reusable comparison tables that match how brokers scope medical, dental, vision, life, and disability.
Interactive worksheets for payroll deductions, ACA affordability, and contribution strategies that keep renewals compliant.
Use the free side-by-side, SBC comparison, and proposal tools to visualize carrier data before you ever export from BART.
Learning Paths
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.
Follow the document intake checklist so uploads, naming conventions, and file prep support high-confidence parsing.
Use our PDF + Excel extraction workflow to validate benefits, flag uncertain fields, and push everything into comparison tables.
Layer on contribution strategies, payroll projections, and ACA guardrails before you ever present options to clients.
Apply your agency branding, embed recommendations, and export comparison packets plus proposal-ready summaries.
Live support & programs
Join office hours, grab implementation checklists, or subscribe to the digest to stay on top of new releases.
Live working sessions where we review carrier packets, troubleshoot edge cases, and share workflow wins from other brokerages.
Self-serve checklists and launch kits that get new team members confident in less than a week.
Monthly digest of new templates, automation tips, and comparison tactics pulled from real customer wins.
Resource FAQs
Here are the most common questions brokers ask before diving into the resource library.
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.
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.
Yes. The calculators include ACA 2025 thresholds, payroll deduction modeling, and contribution guardrails so you can document how recommendations stay compliant.
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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