When the push dialog opens, you’ll see:

• Origination reason options: New, Renewal, or Replacement
• Additional selections based on what you choose
• A preview of what data will be created, copied, or updated in BenefitPoint. Think of this screen as Plansight saying, “Here’s what I’m about to do — confirm this looks right.”

New Plans

Use New when:

• This is brand-new coverage
• There is no existing version of this plan in BenefitPoint

What You’ll Need to Do

• Choose the plan type for how the plan should live in BenefitPoint
• Confirm the carrier and Paid-By details

What Gets Sent

• Benefit summary and rates
• Issuing and Paid By Carrier Settings
• Broker of Record Date is added as the effective date of the plan
• Broker of Record Date is added as the effective date of the plan
• Policy Number (Can be left blank or sent as "TBD")
• Original Plan Effective Date is added as the effective date of the plan
• Commission Start Date is added as the effective date of the plan
• New Business Until Date
• Estimated Annual Premium (Optional)

Renewals

Use Renewal when:

• You’re continuing an existing plan into a new plan year. You’ll be asked to select the prior (parent) plan in BenefitPoint so the system knows what this plan is renewing.
• Note: Some brokerages use the renewal feature even when the carrier changes.

What Copies Automatically on a Renewal from the prior plan?

• Plan Design (Benefit Summary)
• Carrier Data (this is optional for renewal)
• Plan Rates, and lives
• Broker of Record Dated
• Policy Number (Optional)
• Original Plan Effective Date
• Commission Start Dates
• New Business Until Date
• Splits & Commissions
• Commissions
• Eligibility Rules
• Contribution schedules
• Estimated Annual Premium (Optional)

Replacements

Use Replacement when:

• You’re continuing the same line of coverage
• But replacing an existing plan with a new one from a different carrier, you’ll select which existing plan is being replaced from a pick list.

How Replacement Behaves

Replacement is similar to renewal in that it:

• Copies key administrative settings
• Maintains continuity in BenefitPoint. But it expects change:
• • New carrier
  • Potentially new Paid By setup
  • Updated benefits and rates

This is why many brokerages prefer Replacement when moving between carriers.

After You Send the Plan(s)

Once the push completes:

• The plan is created or updated in BenefitPoint based on your selections. Prior plans will be renewed or replaced.
• You can finish items like final policy numbers or carrier confirmations there
• No need to re-enter benefit details unless something changes