This integration connects Plansight with Brite Benefits, so the sold plan details flow directly from Plansight into Brite. 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 sends that plan information to Brite. The data lands in Brite exactly where your team expects to see it, keeping both systems aligned without extra work.
The integration currently syncs medical, dental, and vision benefits. Those are the benefit types that flow from Plansight into Brite — so if you're looking to pull in a benefit and don't see it available, that's why. Medical, dental, and vision are what the connection is built around.
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 the sold plan information for medical, dental, and vision benefits.
Quick walkthrough
Common Questions
- How do I connect Plansight to Brite Benefits? Contact your Brite administrator to enable the integration on their end, then reach out to your Plansight administrator to generate the required API connection.
- Does Plansight send sold plan data to Brite automatically? Yes — once the connection is active, plan data is sent to Brite when a case is marked sold in Plansight.
- Which benefit types does the integration sync? Medical, dental, and vision benefits are the ones currently synced between Plansight and Brite. If a benefit type isn't available to pull in, it falls outside those three lines.
- Do I have to rekey plan data into Brite after selling a case? No — the integration handles that automatically for medical, dental, and vision benefits.
- How do I get the API connection between Plansight and Brite? Your Plansight administrator generates it. Reach out to them after confirming with your Brite administrator that they're ready to enable the integration.
- Who do I contact to enable the Brite Benefits integration? Both your Brite administrator and your Plansight administrator need to be involved — one on each side of the connection.
- When does plan data get sent to Brite? Plan data is sent when the case is marked sold in Plansight.
- Do I need a Brite admin to set this up on their end? Yes — your Brite administrator needs to enable the integration from the Brite side before the connection can be established.
- Can I use the Brite integration without an active Brite account? No — an active Brite Benefits account is required.