Your source for Plansight help, training, and best practices.
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Launchpad
What is Plansight?
Understanding Your Hubs
The Full Renewal Cycle
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Your Dashboard
Dashboard Basics
Dashboard Table Filters
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Administration Setup
Adding Team Members and User Roles
Carrier Distribution
Requesting a New Carrier in Plansight
Setting Up Carrier Distribution Rules
How to Add New Carrier Contacts
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Employer
Adding a New Employer in Plansight
How to Easily Update Employer Information in Plansight
Quotes and Presentations
Plan Build
Plan Build Wizard
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Integrations
Connecting Plansight with Brite Benefits
Integrations
BenefitPoint
Understanding the Paid By and Carrier Setup When Pushing Plans
The Push Dialogue
Connect Employers
BenefitPoint - Pushing Plans
Carriers - Issuing vs. Paid By
Origination Reason
Employee Navigator
Enabling and Using the Employee Navigator Integration in Plansight
Plansight → Employee Navigator: Plan Data Sync Guide
Brite Benefits
Brite Benefits Connection
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RFP
RFP Basics
Benefit Types
RFP Quoting Documents
Plan Options (RFP)
Quote Instructions
Employee Classes for Benefits
Employee Navigator Census Import
Uploading a Census for Small-Group Community-Rated Medical Quoting
Understanding Your Distribution List
Send the RFP
Republish an RFP
How Carriers Interact with Plansight
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Community-Rated Quoting
Community Rated Quoting - Key Details
Understanding limitations in Community-Rated Quoting
Override Composite Rates on a Community Rated Medical Plan
How to Add and Certify a Community Rated ACA Plan in Plansight
Small Group Community-Rated Quoting: A Simple Workflow
Copy a Small Group Community-Rated Plan
What Happens to Your Census After You Upload It
Presentation Pages
Community Rated Presentation
Community Rated Contribution page
Member Level Rates
Total Cost page
Community Rated - Rate Tables
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Quotes & Presentations
Quote Status Workflow
Understanding Quote Statuses
Market Response Overview
Smartsheeting — How Plansight AI speeds up quote evaluation
How To Decline A Quote On Behalf Of The Carrier
How to Enter Rates When Grayed Out - Changing Funding Types
Handling Unique Rate Structures with Ease in PLANSIGHT
Presentation Pages
Benefit Builder (Plan Elections)
Adding Custom Benefits to the Benefit Builder
Manual Quote Entry
How Drug Tiers work for Community Rated Medical Plans
Managing HSAs Alongside a Qualified High Deductible Health Plan
Easy Renewal
Merged Presentations
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Modeling Scenarios
What if we change the contribution?
Managing Defined Contribution scenarios
Contribution Fundamentals
Contribution Scenarios
Using a Base Plan Contribution When You Have Multiple Plan Options
Self Funded Medical
Self Funded
Self Funded - Managing the Budget Rate
Stop Loss Quotes in Plansight
How Self-Funded Rates Are Built in Plansight
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Templates
What the Plan Library Is and Why It Matters
Streamlining Compensation Compliance in Presentations with Plansight
Plan Attributes
Presentations
Presentation Settings: A Comprehensive Guide for Broker Admins
Presentation Template Settings - Home
Presentation Colors
Presentation Slides
How to change the Template inside of a Presentation
Benefits
Ancillary
Understanding Dental and Vision Plans in Plansight: Contributory vs. Voluntary
Disability Census Upload
Trouble Shooting
Troubleshooting Login Issues for Plansight: A Guide for Chrome Users
Ensuring Uninterrupted Communication with Plansight: Whitelisting Guide
Troubleshooting Common Issues with Community-Rated ACA Plans
Benefits 101
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Quotes & Presentations
Where plans, rates, and options come together to create client-ready presentations.
Quote Status Workflow
Understanding Quote Statuses
Market Response Overview
Smartsheeting — How Plansight AI speeds up quote evaluation
How To Decline A Quote On Behalf Of The Carrier
How to Enter Rates When Grayed Out - Changing Funding Types
Handling Unique Rate Structures with Ease in PLANSIGHT
Presentation Pages
Benefit Builder (Plan Elections)
Adding Custom Benefits to the Benefit Builder
Manual Quote Entry
How Drug Tiers work for Community Rated Medical Plans
Managing HSAs Alongside a Qualified High Deductible Health Plan
Easy Renewal
Merged Presentations