This article walks you through how community-rated small-group quoting works when your employer is synced with Employee Navigator. The video below shows the full flow in action.
To use the integration, your group must already be connected to its matching group in Employee Navigator. Once that’s in place and you’ve marked the RFP as community-rated, you’ll see an option to pull the census directly from Navigator when you reach the census step.
Plansight will import the enrolled plan options from Employee Navigator and show you how many employees are on each plan. You can then map those plan enrollments into the plan sequence you want to use inside Plansight—for example, ordering them from lowest deductible to highest.
Once mapped, Plansight builds your census and rates instantly, without needing a manual upload. After that, you can source your plans as normal. Your current and renewal plans will appear with the imported census applied to each option, ready for quoting.
As shown in the video, this gives you a seamless way to pull census data directly from Employee Navigator and get your community-rated quotes in minutes.
Questions this article answers • How do I import a census from Employee Navigator? • Do I need to upload a census file if my group is synced with Employee Navigator? • How do I sync an employer with Employee Navigator in Plansight? • How does Plansight pull enrolled plan options from Navigator? • How do I map Employee Navigator enrollments to Plansight plan options? • What does the Employee Navigator integration do for community-rated quoting? • Does Plansight import employee counts automatically from Navigator? • How do I order plans from lowest to highest deductible after importing? • Do rates generate instantly after importing from Employee Navigator? • What do I need to set up before using the Employee Navigator census import? • Can I still source plans manually after importing the census from Navigator? • How does the Navigator integration save time compared to uploading a census file? • Where does the option to pull from Navigator appear during the RFP? • Does the group need to be connected in Employee Navigator before I can import?