Inside a plan, you’ll see three related fields: Carrier/Vendor (BP), Paid-By Type (BP), and Paid-By Company (BP). These values come directly from your BenefitPoint account and must be selected before a plan can be pushed successfully.
In most cases, the paid-by company will match the carrier, but this setup allows flexibility when commissions are paid by a different entity, such as a third-party administrator.
These fields don’t change how the plan is modeled or presented in Plansight. They exist specifically to ensure commissions, splits, and carrier relationships are set correctly when the plan is sent to BenefitPoint.
The key thing to remember: if these fields aren’t selected, the push won’t work. Set them once, confirm they’re correct, and you’re good to go.
Questions this article answers • What are the Carrier/Vendor (BP) and Paid-By fields in Plansight? • Why do I need to set the Paid-By fields before pushing a plan? • Does the Paid-By Company always match the carrier? • What happens if I don't fill in the BenefitPoint carrier fields? • Do the Paid-By fields affect how the plan shows in Plansight? • When would the Paid-By Company be different from the carrier? • Where do the Paid-By values come from? • Are the BP fields required for every plan I push? • What's the difference between issuing carrier and paid-by carrier? • How do I fix the Paid-By fields if they're wrong?