Self-Funded Quoting
Self-funded quoting in Plansight is about bringing separate pieces together into one complete budget.
Plan design, medical administration, pharmacy (PBM), and stop-loss quotes all operate independently. When a quote is set to self-funded, Plansight gives you the tools to combine those pieces into a single bundled view.
This all happens in the medical plan editor. From there, you can select existing administrative, PBM, and stop-loss quotes and pair them with a plan design. Plansight automatically combines fixed costs and variable costs and builds a budgeted, fully insured equivalent you can model and compare.
You can mix and match different administrators, PBMs, and stop-loss carriers to create multiple bundles. Each bundle rolls up into a clear total medical cost, showing fixed costs, claims, stop-loss, and overall liability.
The video in this article walks through how these independent quotes come together and how they flow through modeling and into the final presentation.
Questions this article answers • How do I set up a self-funded quote in Plansight? • How do I combine plan design, admin, pharmacy, and stop loss into one bundle? • Can I mix and match different administrators and stop-loss carriers? • How do I build multiple self-funded bundles to compare? • Where do I see fixed costs vs variable costs for self-funded plans? • How does a self-funded quote flow into the presentation? • What is the medical plan editor and how does it work for self-funded? • How do I pair a PBM quote with a plan design? • How do I add a stop-loss policy to a self-funded bundle? • What does total medical cost include for self-funded plans? • Can I compare different self-funded bundle combinations? • How does Plansight calculate the fully insured equivalent for self-funded? • How do I add administrative services to a self-funded plan? • Where do self-funded fixed costs and claims show up in the presentation?