Stop wasting hours on spreadsheet data entry. See how automated benefit document analysis saves brokers time to grow additional revenue.
Task | Manual Process | With BART | Time Saved |
|---|---|---|---|
| Benefit Plan Data Entry | 1 hour per client proposal | 5-10 minutes via automated data extraction | 95% time saved |
| Plan Comparison | 1-2 hours (Excel formatting with multiple sheets) | 2-3 minutes with current, renewal, proposed, alternate, what-if plans | 90% time saved |
| Contribution Modeling | 30-60 minutes per scenario with complex Excel formulas | Real-time with 5+ contribution structures and reverse calculation for EE impact strategies | 95% time saved |
| Calculation Checks & Benefit Validation | 45 minutes (manual review) | Real-time automatic data validation | 100% time saved |
| Proposal Formatting | 1 hour (manual updates to Excel tables) | Co-branded templates with custom theming | 95% time saved |
| Client Revisions | 1 hours per revision | 5-10 minutes with our plan copy feature | 85% time saved |
| Total Per Proposal | 6-8 hours | Under 30 minutes | 90% average time saved |
Stop wasting hours on repetitive tasks. Let BART handle the busywork so you can focus on winning clients.