Building a Plan with the Plan Build Wizard

The Plan Build Wizard is the fastest way to create one or more plans in Plansight. The wizard walks you through each step, from uploading documents to generating plan options and marking them ready for quoting.

Start a New Plan

Begin by selecting Add a Plan. The wizard will open automatically.

Choose the plan type you want to build—in this example, a medical plan—then select Save and Continue.

Upload Your Documents

Drag and drop the plan documents you want to use.

If you’re building multiple plan options, you can upload more than one file and assign each file to a specific option.

Tell the system how many options you want to create, then assign each document to the appropriate option.

Set Your Dates and Plan Group Name

Enter the effective date and renewal date for the plans.

You can also give the plan group a custom name to help keep everything organized.

Once everything looks right, select Save and Continue. You’ll see a quick summary showing the plan group that’s about to be created.

Populate the Plan Details

For each option, choose the corresponding source document. The wizard will automatically fill in the benefit details it found.

You can review both the extracted data and the original document side-by-side to verify accuracy.

Mark the Plan Complete

After reviewing the information, mark the plan as Complete.

Your plans are now fully built and ready to include in quotes or presentations.