Feature

AI Document Parsing

Extract benefit data from PDFs, Excel files, and images automatically with 95%+ accuracy.

AI Document Parsing feature demonstration

Why AI Document Parsing?

Automated Intake

Census files, invoices, benefit summaries, and carrier quotes are parsed and standardized automatically.

95%+ Accuracy

AI-powered extraction with built-in validation catches discrepancies before they become problems.

Multiple Formats

Supports PDF, Excel (.xlsx, .xls), CSV, Word documents, and most image formats (PNG, JPG).

OCR for Images

Paste screenshots or images directly—BART extracts plan details and maps them into your comparison.

Error Prevention

Built-in validation flags missing fields and discrepancies before clients see them.

Any Carrier Format

Works with documents from virtually any insurance carrier without manual configuration.

Supported Document Types

📄Census Files
📋Carrier Rate Sheets
📑SBC Documents
📊Benefit Summaries
💰Invoices & Quotes
🖼️Screenshots & Images

Related Features

Plan Comparison

Turn parsed data into side-by-side comparisons

Contribution Modeling

Model ER/EE costs with extracted data

Proposal Builder

Export branded proposals from your data

Ready to Try This Feature?

Start your free proposal today and see the difference.

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