Benefit Comparison Tool: Review Plans in One Case
Bring plan material and rate information into one reviewable case, compare the options clearly, and carry an approved recommendation into client delivery.
Build the comparison from reviewed source material
Start with carrier quotes, rate sheets, benefit summaries, SBCs, and current-plan material. BART keeps those sources connected to the case while you review the plan details that drive the recommendation.
Review before you recommend
Compare the plan values that matter to the client conversation. Confirm the details against the source files, organize the current, renewal, and alternative options, and resolve questions before they appear in client materials.
Work alternatives without losing the baseline
When the recommendation needs contribution or enrollment alternatives, use Scenario Manager to create a safe working copy. The original case remains the reference point until you deliberately adopt the scenario you want to carry forward.
Prepare the right client output
Use the approved case for a Proposal Book, a Present Proposal deck, or a Benefit Guide. The comparison and the delivery material stay linked to the same reviewed recommendation.
Frequently asked questions
What documents should I start with?
Use the carrier material that explains plan design and rates, including quotes, rate sheets, benefit summaries, SBCs, and invoices when relevant.
Can I revise the recommendation later?
Yes. Keep the baseline case intact and use a named working scenario when a new alternative needs to be explored.
Start a comparison case
Bring carrier plan material into one connected review and delivery workflow.