Integrating Plansight with Bright Benefits
This integration connects Plansight with Brite Benefits, so the sold plan details flow directly from Plansight into Bright. Once it’s set up, your team won’t have to rekey plan data or chase down final case info. Brite simply pulls what was sold and stores it in your Brite account.
What the integration does
When a case is marked sold in Plansight, the system can send that plan information to Bright. The data lands in Bright exactly where your team expects to see it, keeping both systems aligned without extra work.
What you’ll need
- An active Brite Benefits account
- Access to your organization’s Brite administrator
- Access to your Plansight administrator
How to get it set up
- Contact your Brite Benefits administrator and let them know you want to enable the Plansight integration.
- Reach out to your Plansight administrator so we can generate the API connection Brite requires.
- Once both sides confirm the connection, the systems will begin syncing sold plan information.
Quick walkthrough
Questions this article answers • How do I connect Plansight to Brite Benefits? • Does Plansight send sold plan data to Brite automatically? • What do I need to set up the Brite integration? • Do I have to rekey plan data into Brite after selling a case? • How do I get the API connection between Plansight and Brite? • Who do I contact to enable the Brite Benefits integration? • What information does Plansight send to Brite? • Does the integration work both ways, or just from Plansight to Brite? • When does plan data get sent to Brite -- when the case is marked sold? • Do I need a Brite admin to set this up on their end? • How do I know the Plansight and Brite connection is working? • Can I use the Brite integration without an active Brite account?