For each benefit type, you can add multiple plan options to compare and present.
- Order Matters: Plans are displayed left to right in your presentation.
- Option 1 → First (leftmost)
- Option 2 → Next to the right
- Option 3, 4, and so on → Continue in this sequence
- Plan Groups (Multi-Option Plans): If multiple plans are part of a plan group, they will be grouped and shown together in this order.
- Document Associations: Attach current and renewal documents to each plan option, ensuring they are linked correctly for reference.
- Make sure to arrange plan options in the desired order before finalizing, as this determines how they will appear in your presentation.
Questions this article answers
• How do I add plan options to my RFP?
• Does the order of plan options matter in the presentation?
• How do I group multiple plans together in the RFP?
• Can I attach documents to a specific plan option?
• How do I rearrange plan options before finalizing?
• What are plan groups and how do they work?
• How do plan options appear on the presentation -- left to right?
• Can I link current and renewal documents to each plan option?
• How many plan options can I add per benefit type?
• What does "Option 1, Option 2, Option 3" mean in the RFP?
• How do I set up a multi-option plan in Plansight?
• Where do I manage the order of plans in my presentation?