Your source for Plansight help, training, and best practices.
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Launchpad
What is Plansight?
Understanding Your Hubs
The Full Renewal Cycle
How do I jump to a company or renewal from anywhere in Plansight?
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Your Dashboard
Dashboard Basics
Dashboard Table Filters
How do I use the Tasks page to see the quotes waiting on me and my office?
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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
Employee Navigator Troubleshooting
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
How do I find a carrier on my RFP distribution list?
Resend an RFP to a carrier: download their RFP package
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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
Adding Quotes to the Small Group Print Table
Building Community-Rated Plan Groups from the Table
How do I give every employee in a small group medical renewal a worksheet showing what they'd pay on each plan?
How does Plansight store my small group censuses, and how do I switch between them?
How do I set up a community rated medical renewal in the RFP Builder?
How do I change community rated plans from the Quotes grid?
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
How do I build a whole benefit package in one click?
How does Plansight name plan groups and quotes?
Medical
UnitedHealthcare Plans Marked (Unrated)
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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
How do I set default templates for an employer, office, or region?
How do I remove section header pages from my presentations?
Benefits
Ancillary
Understanding Dental and Vision Plans in Plansight: Contributory vs. Voluntary
Disability Census Upload
How do I quote Basic Life with age banded rates?
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
Medical
UnitedHealthcare Plans Marked (Unrated)