Core concepts, simple navigation, and how training works—so you can get comfortable fast.

Your at-a-glance view of recent activity, active work, and what needs attention right now

Regions, Offices, Templates etc.

Where you manage employer profiles, plans, documents, and the full lifecycle of their benefits

How Plansight connects with other systems and how data moves between them.

Build, Send, and Manage RFPs & Quotes

Pull quotes, manage census & Enrollments and Presentations

Where plans, rates, and options come together to create client-ready presentations.

Ways to explore what-if scenarios by adjusting plans, contributions, or enrollments.

Guidance on building self-funded plans, managing budgets, and presenting the full program.

Reusable settings like plan libraries, presentation layouts, and plan attributes that help streamline RFPs and presentations.