Requesting a New Carrier in Plansight
If you need to distribute an RFP to a carrier—or represent a quote from one—that isn’t already listed in Plansight, you can request that the carrier be added. The process is quick and handled directly through the Carriers section of the platform.
How to Request a Carrier
- Navigate to the Carriers page using the left navigation bar.
- Click Request Carrier in the top-right corner.
- Fill out the request form:
- Carrier Name (required)
- Carrier Rep Name and Email Address (optional)
Providing rep details helps us reach out for configuration, but it’s not required.
What Happens Next
Once submitted, the Plansight team will:
- Add the carrier to the system
- Assign the correct benefit types
- Apply the proper logo and branding
- Set up the appropriate service areas
After setup is complete, the carrier will be available for your RFP distributions, quoting, and presentation workflows—just like any other carrier in the system.
Questions this article answers • How do I add a new carrier to Plansight? • What if the carrier I need isn't listed in Plansight? • Where do I go to request a carrier? • What information do I need to request a new carrier? • Do I have to provide the carrier rep's contact info? • How long does it take for a new carrier to be added? • What happens after I submit a carrier request? • Will the new carrier have the right logo and benefit types? • Can I send an RFP to a carrier that isn't in the system yet? • Where is the Request Carrier button? • Does Plansight set up carrier service areas automatically?