You can store any plan design for any benefit type. Medical, dental, vision, or other. If it has plan design data, it can live in the plan library. Plans can include just benefits, or benefits plus rates.
Once a plan is saved, it shows up in the source list when you’re building a quote or presentation. You can search for it, select it, and the system will fill in the plan design for you. No starting from scratch. No re-entering benefits.
You can also save plans to the plan library as you go. If you’re working in a presentation and have a plan you like, you can add it to the library with one click. That plan is now available for future quotes and presentations.
What this really means is speed and consistency. The plan library lets you store good data once and reuse it again and again across any presentation scenario in Plansight.
Questions this article answers • What is the plan library in Plansight? • How do I save a plan to the plan library? • Can I reuse plan designs from the plan library in new quotes? • What types of plans can I store in the library? • How do I search for a saved plan in the plan library? • Can I save a plan from a presentation directly to the library? • Does the plan library store rates too, or just benefits? • How does the plan library save me time? • Where do I find the plan library? • Can I use plans from the library across different employers? • How do I add a plan to my library while working on a presentation?