Feature

Power User Features

Keyboard shortcuts, quick actions, and command palette for maximum efficiency. Work faster with expert-level tools.

As seen in product Launch interactive demo
Power User Features feature preview

Why Power User Features?

Keyboard Shortcuts

Navigate, export, and manage proposals without touching your mouse. Over 20 shortcuts available.

Quick Actions Menu

Press a key to open the command palette and jump to any action instantly.

Contextual Help

Built-in help center with searchable documentation available at any time.

Fast Navigation

Jump between steps, open cases, and switch views with single keystrokes.

Export Shortcuts

Generate PDFs, Excel files, and other exports with keyboard commands.

Learning Resources

Tooltips and guides help you discover new shortcuts as you work.

How it fits your workflow

Mirror the 5-step wizard from intake to proposal.

Guided steps
1

Step 1: Type

Choose the benefit type to tailor the workflow and validations.

Step 1: Type
2

Step 2: File Upload

Import carrier files or census data to pre-fill plan details.

Step 2: File Upload
3

Step 3: Plans & Enrollment

Map enrollments and rates, or copy from current plans.

Step 3: Plans & Enrollment
4

Step 4: Contributions

Set employer and employee contributions and preview impact.

Step 4: Contributions
5

Step 5: Proposal

Generate the proposal and jump into presentation mode.

Step 5: Proposal

Workflow accelerators

Quick Actions

Quick Actions

Jump between cases, uploads, and exports without breaking focus.

Keyboard Shortcuts

Keyboard Shortcuts

Stay in flow with command palette, export, and navigation shortcuts.

Export Anywhere

Export Anywhere

Send dashboards, PDFs, or spreadsheets straight from the toolbar.

Built-in Help

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.

Data Analysis modal with parsing options and quality checks

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.
Mobile responsive layout showing executive summary

Popular Keyboard Shortcuts

Export PDF PreviewCtrl/Cmd + P
Export ExcelCtrl/Cmd + Shift + X
Export HTMLCtrl/Cmd + Shift + H
Command PaletteCtrl/Cmd + Shift + P
Open Cases LibraryCtrl/Cmd + Shift + C
AI: Focus InputAlt + Shift + A
Generate ComparisonAlt + 6
Close Modal/DialogEscape

Press ? or Shift + / in BART to see all available shortcuts

Quick Actions Menu

Access common actions without leaving your keyboard. Open the Quick Actions menu to:

📁
New Case
📂
Open Case
💾
Save Case
📤
Export

Related Features

Presentation Mode

Navigate presentations with keyboard

Export Options

Quick export with shortcuts

Data Analysis

Efficient data processing

Ready to Try This Feature?

Start your free proposal today and see the difference.

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