The Employer Profile shows the full lifecycle of a client’s plans, from current coverage to renewal.
It starts with the plans that are currently in force. From there, you launch an RFP to go to market, collect quotes, and build a presentation. As quotes come back, Plansight updates the market response, comparisons, and presentation automatically in the background.
You can model census and contribution changes, compare renewal and alternative plans, and review everything side by side. When you’re ready, you elect the plans you want to move forward with.
Once elected, those plans become the new in-force plans with a new effective and renewal date. Over time, older plans roll into history, and the cycle is ready to repeat for the next renewal.
This workflow keeps every step connected: current plans, RFPs, quotes, presentations, and elections, all in one place.
Questions this article answers • How do plans move through the employer profile in Plansight? • What is the lifecycle of a plan on the employer profile? • How do I launch an RFP from the employer profile? • How does Plansight update comparisons automatically as quotes come in? • What happens to plans after I elect them? • How do elected plans get a new effective and renewal date? • Where do older plans go on the employer profile? • How do I model census and contribution changes during renewal? • How are current plans, RFPs, quotes, and presentations connected? • Can I compare renewal and alternative plans side by side? • How do I know which plans are currently in force? • Does the employer profile show the full plan history? • How does the cycle repeat for the next renewal? • What steps are involved from current plans to making elections?