Adding a New Employer in Plansight
Adding an employer to Plansight only takes a moment. You can do it manually through the interface, bring groups in from BenefitPoint, or load them in bulk with a CSV import. Here’s how each option works.
1. Add an Employer Manually
This is the quickest path when you just need to stand up a single group.
Steps
- Go to the Employers page.
- Select Add Employer.
- Walk through the wizard to enter basic company details, contacts, and any optional fields your workflow requires.
This workflow is simple and works well for brokers, GAs, and carrier reps who need to spin up a new RFP fast.
2. Pull Employers From BenefitPoint
If your organization uses BenefitPoint and the integration is active, Plansight can bring in employer groups automatically.
When to use it
Use this option when you want employer data to stay aligned with your AMS or when you’re setting up multiple RFPs for an existing book of business.
3. Import Employers in Bulk (CSV)
If you’re onboarding a large block of groups, we can provide a CSV template. Fill it out, send it back, and we’ll import everything at once.
Questions this article answers • How do I add a new employer in Plansight? • Where is the Add Employer button? • Can I import employers from BenefitPoint? • Is there a way to bulk import employer groups? • Do you have a CSV template for importing employers? • How do I set up a new group for an RFP? • What information do I need to add an employer? • Can carrier reps add employers too? • How do I pull employer data from my AMS into Plansight? • What's the fastest way to create a new employer? • Can I add contacts when I set up an employer?