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For modern insurance agencies, manual data entry is more than a nuisance; it’s a drain on profitability and a risk to data integrity. Plansight, a premier Vertafore Orange Partner, has bridged the gap between the system of record and the enrollment portal. By integrating BenefitPoint, Plansight, and Employee Navigator, agencies can now automate the entire RFP-to-enrollment lifecycle. This integration eliminates "double entry," ensures 100% rate accuracy, and allows account teams to pivot from administrative tasks to high-level strategic consulting.
Before this integration, the workflow for account teams was fragmented. Most agencies struggle with:
Top-tier firms like Lockton, HUB, and Hilb leverage Plansight to provide their teams with a workflow that eliminates redundancy:
By connecting your tech stack, you transform a multi-day administrative burden into a streamlined, clicks-not-code process.
1. Initiate: Pull In-Force Plans
Start with a clean slate by pulling current data directly from BenefitPoint.
2. Execute: Push Sold Plans
Move elected benefits from the market presentation to the enrollment portal in seconds.
3. Reconcile: Write-Back Info
Ensure your system of record is always accurate with automated data write-backs.
4. Confirm: Success Verification
Real-time icons confirm when a plan has been successfully received by Employee Navigator.
The "missing link" in the benefits industry has always been the handoff between the broker’s strategy and the client’s execution. When data is siloed, errors happen, and time is wasted.
Being a Vertafore Orange Partner means more than just a badge; it means Plansight is purpose-built to sit at the center of your agency's ecosystem. By eliminating repetitive administrative tasks, your team is freed up to act as strategic thought partners. This integration doesn't just save time it creates a scalable foundation for you to grow your BenefitPoint book of business while delivering a superior experience for your clients.
Stop letting manual data entry slow your agency down. See how the Plansight and Vertafore integration can transform your renewal season and give your account teams their time back.
If you haven’t seen Plansight in action and you want to, book a discovery call with us.
At the end of the day, Plansight is more than just software. It is a partner built with brokerages and their benefits teams in mind. Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast.
From SmartSheetingAI™ to RFP automation to side-by-side comparisons to the intelligence of PlansightAI, everything we create is designed to lighten the load, reduce risk, and elevate your client relationships. Your team is your greatest asset, and Plansight is here to make sure they have the tools, insights, and support to shine.
Plansight works alongside leading General Agencies to help brokers move faster, stay compliant, and deliver a better client experience. You can explore our trusted GA partners here.
For brokers, Plansight transforms a manual, time-consuming RFP process into one that is faster, more efficient, and more profitable, without sacrificing accuracy or control.
