Selecting Current and Marketing Benefits
The Benefit Types step helps you define two things for each line of coverage in the RFP:
- Which benefits the employer currently offers
- Which benefits you want to market for new quotes
Plansight uses these selections to decide which plans to pull in for comparison and which benefits carriers should quote.
How Current Benefits Are Set
If the employer already has plans in the Plans section of their profile, Plansight will automatically mark those benefits as Current and bring the corresponding plans into the RFP.
If the employer does offer a benefit but it hasn’t been added to the Plans section yet, you can still mark it as Current here in the RFP setup. Once you complete your presentation, you’ll be able to sync those plans back to the Employer Profile so everything stays aligned.
From here, it’s your choice whether to:
- keep Current checked so the benefit appears in the presentation, or
- uncheck it if you don’t want it included.
You then decide which benefits will be Marketed, meaning you want new quotes from carriers.
Current Benefit
A benefit marked as Current reflects what the employer offers today. These are used as the baseline for comparisons and for building a clean renewal story.
Marketing
A benefit marked as Marketing is one you want quoted in this RFP. Carriers will only return quotes for benefits you select here.
A benefit can be:
- Current only – Offered today, but you’re not shopping it.
- Current + Marketing – Offered today, and you want new quotes.
- Marketing only – Not currently offered, but you want to explore options.
Example from the screenshot
- Dental: Current only.
- Vision: Current + Marketing.
- Basic Life: Marketing only.
Why this matters
Your selections ensure Plansight:
- pulls in all current plans already stored on the Employer Profile
- allows you to add missing current plans directly through the RFP
- requests only the quotes you actually need
- builds an accurate, clean presentation with the right comparison set
This step sets the foundation for the entire RFP and ensures everything stays synced back to the employer’s record.
Questions this article answers
• What's the difference between current and marketing benefits in the RFP?
• How do I select which benefits to include in my RFP?
• Can I market a benefit the employer doesn't currently offer?
• How does Plansight pull in the employer's current plans?
• What does it mean to mark a benefit as "current only"?
• Can I add a current benefit that's not on the employer profile yet?
• How do I tell Plansight which benefits I want carriers to quote?
• What happens if I uncheck a current benefit?
• Can a benefit be both current and marketed at the same time?
• How do I sync plans back to the employer profile after the RFP?
• Where do I choose which benefit types go into the RFP?
• What does the benefit types step do during RFP setup?
• How do I set up an RFP to shop just vision but keep dental as-is?