Automatically Analyze PDF and Excel Benefit Files

BART automatically analyzes PDF and Excel benefit files—including census data, invoices, benefit summaries, and carrier quotes. Eliminate repetitive data entry, prevent costly errors, and free up time to grow your brokerage.

Automated Intake

Census files, invoices, benefit summaries, and quotes are parsed and standardized in minutes.

Error Prevention

Built‑in validation catches discrepancies and missing fields before they become client problems.

More Time to Grow

Reduce manual busywork so your team can focus on clients, strategy, and revenue.

Interactive Demo

See BART's Workflow in Action

Feature

Copy/Paste Images into the Side-by-Side

Paste screenshots or images directly into your comparison. BART runs OCR to capture plan details and drops them into the normalized table—no retyping.

  • Paste from clipboard or upload images
  • OCR extracts plan attributes accurately
  • Auto-maps into the side-by-side layout