Plan Attributes: Control your presentations

Plan attributes let you decide exactly which fields matter for each benefit type in Plansight. Every benefit line — medical, dental, vision, life, disability, and more — has its own set of attributes you can turn on or off.

How It Works

When you turn an attribute off in your attribute template:

• It won’t appear in the side-by-side quote editor
• It won’t show on the presentation pages
• It won’t print in your final client PDF

This keeps quotes and presentations clean, focused, and aligned with how your team actually compares plans.

Create Templates for Different Use Cases

You can build multiple attribute templates — for example:

• Small Group layout
• Large Group layout
• Custom layouts for specific markets or product lines

Set one as your default, and every new RFP automatically uses it. You can also apply a different template inside an RFP if you need to switch formats.

Why This Matters

This gives your brokerage tight control over:

• What your team sees when entering quotes
• How plan details appear in presentations
• How much information your clients receive

The result: cleaner pages, faster quoting, and consistent output across your organization.