Employer Profile Page
The Employer Profile Page is where you maintain all core details for an employer in Plansight. This includes basic company information, address and branding, and the team members responsible for managing the account. Each section can be updated independently so you can quickly make changes without navigating away from the page.
The page allows updates in three main areas. At the top, you can edit the employer’s logo and address. In the About This Employer section, you can update general profile details such as name, FEIN, SIC code, and renewal dates. At the bottom of the page, the Account Team section lets you manage assigned team members and connect the employer to a general agency when applicable. Each area opens its own edit window, and changes must be saved before moving to the next section.
Questions this article answers • How do I update an employer's information in Plansight? • Where do I change the employer's address or logo? • How do I edit the employer name or FEIN? • Where do I find the employer profile page? • How do I update the SIC code for an employer? • Can I change the renewal date on an employer profile? • How do I assign team members to an employer account? • Where do I connect an employer to a general agency? • What sections can I edit on the employer profile page? • How do I update an employer's logo in Plansight? • Can I manage the account team from the employer profile?