In the employee benefits industry, managing sold plan information can be a labor-intensive task. Critical details, such as deductibles, copays, coinsurance, and rates, often need to be entered into multiple systems, leading to time-consuming duplication and potential errors.

The integration between Plansight and Brite Benefits addresses this challenge by providing a seamless solution to transfer sold plan information between the two systems. This partnership eliminates redundant data entry, streamlines workflows, and improves accuracy.

Why This Integration Matters

After benefits go through a renewal cycle or a Request for Proposal (RFP) process in plansight, the integration allows users to share finalized plan details with Brite Benefits effortlessly. This ensures that:

• Data is Transferred Efficiently: All sold plan details, such as deductibles, copays, coinsurance, and rates, are automatically shared.
• Redundant Data Entry is Eliminated: Users no longer need to manually recreate plan information in Brite Benefits, saving significant time.
• Workflows are Streamlined: Administrators can focus on strategic priorities rather than repetitive tasks.

How to Set Up the Integration

To enable the integration between plansight and Brite Benefits, follow these steps:

• Create an API Token in plansight
• • Log in to Plansight as an administrator and navigate to Settings > Brokerage Information.
  • Click on the API Tokens tab.
  • Select Create Token, name the token (e.g., “Brite Integration”), and choose Brite Benefits from the drop-down list.
  • Copy the generated API token.

• Configure the Integration in Brite Benefits
• • Log in to the Brite Benefits portal and go to Business Details under the Company Kit.
  • In the Integrations section, paste the API token from plansight into the designated field.
  • Save your changes.

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