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Step 1: Type
Choose the benefit type to tailor the workflow and validations.
Feature
AI Document Parsing
Extract benefit data from PDFs, Excel files, and images automatically with 95%+ accuracy.
As seen in product Launch interactive demo
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.
How it fits your workflow
Mirror the 5-step wizard from intake to proposal.
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Step 2: File Upload
Import carrier files or census data to pre-fill plan details.
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Step 3: Plans & Enrollment
Map enrollments and rates, or copy from current plans.
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Step 4: Contributions
Set employer and employee contributions and preview impact.
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Step 5: Proposal
Generate the proposal and jump into presentation mode.
Workflow accelerators
Quick Actions
Jump between cases, uploads, and exports without breaking focus.
Keyboard Shortcuts
Stay in flow with command palette, export, and navigation shortcuts.
Export Anywhere
Send dashboards, PDFs, or spreadsheets straight from the toolbar.
Built-in Help
Inline help center keeps guidance one click away.
Data confidence, built in
Parsing, validation, and quality signals keep uploads reliable.
Smart Parsing
API parser for PDFs and docs with automatic structure detection.
CSV Fallback
Built-in CSV/TXT reader when external services are unnecessary.
Quality Signals
Header verification and confidence flags to catch issues early.
Coverage Check
Geography coverage status before committing exports.
Mobile-ready and presentation friendly
Responsive layouts keep executive summaries, quick actions, and exports usable on the go.
- Works seamlessly with the presentation toolbar and exports.
- Sidebar controls collapse gracefully for smaller screens.
- Keyboard shortcuts remain available for power users.
Supported Document Types
📄Census Files
📋Carrier Rate Sheets
📑SBC Documents
📊Benefit Summaries
💰Invoices & Quotes
🖼️Screenshots & Images
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime