Adding a Carrier Rep in Plansight
Carriers > Carrier Reps
This opens the full list of reps already in your system, along with a search bar so you can quickly check whether the contact you need is already set up.
If they aren’t, just click Add Carrier Rep. Enter their name, email address, and select the carrier they belong to. One important thing to pay attention to: the authorized domain. The rep’s email address must match the carrier’s approved domain, or the system won’t allow the addition. Once everything matches, click Add User to finish.
As soon as the rep is created, they’re ready for you to assign distribution rules, so your RFPs and quotes go exactly where they need to.
Questions this article answers • How do I add a carrier rep in Plansight? • Where do I find the carrier reps page? • Why won't Plansight let me add a carrier contact? • What is the authorized domain for carrier reps? • Can I search for existing carrier reps before adding a new one? • What information do I need to add a carrier rep? • How do I set up distribution rules for a carrier rep? • Does the rep's email have to match the carrier's domain? • Where do I manage carrier contacts in Plansight? • How do I add a new rep so they get my RFPs? • What happens after I add a carrier rep?