Automate side-by-side comparisons, run contribution modeling, and generate interactive or static proposals—so you win more business with less busywork.
No credit card required. See the difference in minutes.
See the biggest time savers at a glance.
| Task | Manual | With BART |
|---|---|---|
| Data entry | ~1 hr | 5–10 min |
| Plan comparison | 1–2 hrs | 2–3 min |
| Contribution modeling | 30–60 min | Realtime |
Everything you need for client‑ready proposals.
Whether you're a solo broker or running a 50-person agency, BART scales with your business
Building Your Book
Just starting out or running a lean operation? BART helps you compete with larger agencies by delivering professional proposals in a fraction of the time.
5-20 Brokers
Scaling your team but drowning in proposal work? BART standardizes your process so every broker delivers consistent, high-quality proposals.
20+ Brokers
Managing complex clients and high proposal volumes? Worried about adding additional support personnel? BART Enterprise scales with your team, providing advanced features, dedicated support, and custom integrations.
Let's chat about your specific needs and find the perfect fit.
Join brokers who are creating better proposals in a fraction of the time. Start with your first proposal free.
✓ First proposal free ✓ No credit card required ✓ Cancel anytime
See how brokers like you are saving time and winning more business with BART
"BART cut my proposal time from 8 hours to under 2 hours. I can now handle 3x more clients without hiring additional staff. The ROI was immediate."
"The automated document parsing is a game-changer. No more manual data entry from carrier quotes. My team loves it and our clients get proposals faster."
"We were drowning in spreadsheets and manual comparisons. BART gave us our nights and weekends back. The contribution modeling feature alone is worth the investment."
"My clients are impressed with the professional, branded proposals. BART helps me look more sophisticated and win against larger competitors."
Join hundreds of brokers saving time with BART
Start Your Free ProposalYour first proposal is free! Then choose the plan that fits your brokerage and scale as you grow.
Advanced tools for growing teams
Billed monthly
No credit card required • Free during beta
For large agencies with advanced needs
Join hundreds of brokers who have already made the switch
"Cut my proposal time from 8 hours to under 2 hours. The ROI was immediate."
Sarah M., Senior Benefits Broker
"The automated parsing is a game-changer. No more manual data entry."
Michael C., Benefits Consultant
"BART gave us our nights and weekends back. Worth every penny."
Jennifer R., Agency Principal
| Feature | Professional | Enterprise |
|---|---|---|
| Proposals per month | Unlimited | Unlimited |
| AI Document Parsing | ||
| Team members | Up to 5 | Unlimited |
| Priority Support | ||
| Dedicated Success Manager | - | |
| SSO & Custom Integrations | - |
5-Step Workflow Overview
Benefit Details
Automated extraction and data validation.
Enter plan premium and enrollment details.
Use real-time calculations with 5+ contribution structures.
Generate brand-ready proposal with interactive financial components.
Everything you need to know about BART
We're here to help. Reach out to our team for personalized assistance.