Quote to Communication:
Scale Your Agency with Plansight + Brite

Executive Summary

The most successful agencies aren’t defined by how many hours they work, but by how much manual busywork they eliminate. For too long, the transition from a "sold" renewal to a finished employee open enrollment guide has been a bottleneck of manual data entry and potential errors. To solve this, we are excited to announce the Plansight + Brite integration. This partnership allows your team to move from high-level quoting to beautiful employee communication without retyping a single plan value. By connecting these two platforms, you can scale smarter and ensure accuracy and client impact across your entire book.

Why This Integration Matters

Broker teams have historically been forced to juggle disconnected tools: quoting platforms, complex spreadsheets, and static PDF guides. This fragmentation leads to the "retyping tax," where account managers spend days manually moving data from one system to another.

The Plansight + Brite integration removes this double work. Plansight allows you to model, quote, and present plans with professional precision. Brite then transforms those sold plans into interactive, branded digital experiences for employees. By linking the two, you reduce your tech stack complexity and ensure that the strategy you built in the quoting phase is perfectly reflected in the enrollment phase.

What the Integration Does

The workflow is designed to be frictionless, allowing your team to focus on strategic advisory rather than data entry:

• Instant Data Sync: Pull sold plan data from Plansight directly into the Brite Benefits Package builder.
• Eliminate Manual Entry: Avoid rekeying plan values and eliminate the risk of copy/paste errors.
• Rapid Deployment: Import ready-to-use plan details to build clean, branded digital guides in minutes.
• Speed to Enrollment: Accelerate the timeline between a signed proposal and a ready-to-launch open enrollment.

Once a case is marked as "Sold" in Plansight, those plans can be reviewed and imported into Brite with just a few clicks. Your team can then publish mobile-friendly guides with decision support and bilingual education without waiting on designers or duplicating effort.

The Smarter Workflow

Here is how forward-thinking agencies are leveraging this new partnership to work beyond the spreadsheet:

1. Quote in Plansight: Model plan options, compare them side by side, and present polished proposals.
2. Push to Brite: Automatically send the sold plan data into the Brite platform.
3. Launch the Guide: Turn that data into a digital guide without any additional data entry.
4. Engage Employees: Share guides via QR code, text, or Slack and monitor engagement in real time.

Business Scaling, Not Just Time Saving

This integration is about more than just efficiency. It is about leadership in the trenches. By providing your team with a connected tech stack, you improve consistency, reduce operational overhead, and free up your staff to focus on high-value client relationships.

Smarter quoting leads to simpler education and stronger proposals. That is the power of the Brite + Plansight partnership.

👉 Schedule a discovery call with us to see how this integration can transform your renewal season.

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