Plansight offers a transformative feature that automates the process of creating client-facing presentations. This feature is designed to save a significant amount of time and effort that traditionally goes into the renewal process.

This feature eliminates the manual labor of generating presentations, creating an efficient, consistent, and professional output every time. To help you better understand the potential and versatility of this feature, we have provided examples of each type of page that the platform can naturally produce. The subsequent table will walk you through these examples, presenting a clear picture of how Plansight can bolster the efficiency and effectiveness of your client renewal processes.

Cover Page

The Cover Page is the one component of the presentation that champions personalization. Unlike the other pages, it is not automatically generated, offering you the flexibility to craft bespoke cover pages tailored to each client or presentation. Once created, you can effortlessly upload the PDF to seamlessly integrate with the rest of the automatically generated pages, ensuring a unique touch at the forefront of your presentation.

Section Header Page

The Section Header Page is an effective tool to delineate each section within your presentation, providing a custom-branded touch. Every element on this page is fully customizable, ensuring your brand's uniqueness shines through. Once the settings are defined, these pages adapt and scale automatically to fit seamlessly within your presentations, enhancing organization and readability. The use of Section Header Pages adds a level of professionalism and clarity to your presentations.

Renewal Summary

The Renewal Summary Page is a testament to the power of automation within the presentation tool. Built directly from the current and renewal plan data, this page provides a comprehensive overview. It includes vital information such as effective dates, monthly and annual costs, and the calculated changes in costs that come with the renewal plans. This page is a valuable tool for offering clear, concise, and calculated insights into the renewal process.

Market Response

The Market Response Page is where Plansight's powerful automation truly shines. It automatically calculates and contrasts all quotes received in the RFP, generating insightful market response pages for each quote. These are categorically organized by benefit type and ranked according to cost, providing a coherent and comprehensive view. While this level of detail is automatically provided, you retain full control over what information is ultimately displayed in your client presentation, ensuring it's tailored to your client's specific needs and preferences.

Comparison Pages

The Comparison Pages are another testament to the streamlined functionality of the Plansight presentation tool. For each benefit type included in the RFP, the tool generates detailed comparison pages. All you have to do is select the quotes to be included in the presentation. Then, in accordance with your account preferences, all quotes are formatted neatly and consistently. Gone are the days of laboring over spreadsheets - the presentation tool automatically scales based on the quotes you select, ensuring an efficient and user-friendly experience that simplifies the process of presenting complex data.

Community Rated (ACA)

For Employer RFPs that feature community-rated plans, our system can generate Single-Option Quote Pages in a flash. These pages are designed to provide a concise and detailed overview of individual plan options. With our custom filters, you can precisely target the plans you wish to present, allowing for a more focused and personalized presentation. Furthermore, you can sort these plans by various factors, including premium, deductible, copay, or Out-Of-Pocket Maximum, ensuring you have the flexibility to arrange and present the data in the most meaningful way for your clients.

Contribution Pages

Taking into account the contribution scenarios defined in the system, the presentation tool skillfully automates the generation of Contribution Pages. These pages cover key areas like medical, dental, and vision benefits, presenting a thorough and clear overview of these crucial elements. Importantly, these pages are designed to scale based on the number of options offered to employees. This ensures that regardless of the complexity or simplicity of your benefits offerings, your presentation will remain coherent, comprehensive, and professionally formatted.

Contribution Pages (ACA)

For community-rated plans featuring Age-Banded rates, Plansight has you covered. The platform will generate Age-Banded Contribution Pages, providing detailed and personalized contribution figures for each employee. These pages offer a high level of specificity, allowing you to present a clear and tailored view of contributions, ensuring transparency and understanding for each individual within the organization.

Rate Tables (ACA)

With each quote, the system will automatically produce the complete rate table.

Total Medical Cost Summary

Understanding the intricacies of Self-Funded medical plans can be challenging for employers. That's where the Total Medical Cost Summary Page comes in. The system generates this page to provide a clear summary of both fixed and variable costs involved in these types of plans. Breaking down and illustrating how various components of a self-funded plan interrelate facilitates comprehension and helps employers make informed decisions about their plan funding options.

Analysis & Recommendations

Informed by the Benefit Builder, the Analysis & Recommendations Pages are designed to simplify comprehension of the total benefits budget. These pages allow for the easy creation and presentation of multiple election scenarios, each laid out in an easy-to-understand format. By providing a clear and concise visualization of potential outcomes, these pages empower clients with the knowledge they need to make informed decisions regarding their benefits plans.

Combined Cost Analysis (New)

A powerful tool designed specifically for brokers, providing a consolidated view of total benefits costs for their clients. Leveraging data from the Benefit Builder tool, this report compares the current benefits package with renewal offerings and custom scenarios, allowing you to present clear, data-driven recommendations to your clients.

This report simplifies the decision-making process by visually reflecting the financial impact of each scenario, empowering you to guide your clients through their options with confidence. It’s an essential resource for demonstrating the value of your expertise while ensuring your clients make informed, strategic decisions about their benefits.

Compensation Pages

Using our Compensation Disclosure Tool, you can craft customized Compensation Pages. These pages allow you to set and apply specific compensation rules to any client presentation. This feature provides transparency and clarity around compensation structures, ensuring your clients have a complete understanding of the parameters that shape their benefits plans.

Privacy Policy

The Privacy Policy Page is a crucial component of your client presentations, safeguarding transparency and trust. From your account settings, you can upload your customized privacy policy, which will be automatically appended to each client presentation. This ensures that your clients are fully informed of their privacy rights and your organization's commitment to data protection, adding professionalism and care to every presentation.