The Power of Integrations Inside Plansight

Executive Summary

Plansight's integrations are designed to bring clarity and connection to fragmented broker tech stacks. By bridging the gaps between disconnected systems like ben-admin and agency management platforms, Plansight eliminates the need for manual data transfer and rework, ensuring you use live census data for accurate quoting and seamlessly sync final sold plans back into your core systems.

The Power of Integrations Inside Plansight

Most brokers don't live in a perfectly connected tech ecosystem. They juggle a ben-admin system, an agency management system, carrier portals, spreadsheets, and whatever internal processes keep the quoting cycle moving. And almost none of those tools talk to each other.

That's where Plansight's integrations come in.

They connect the parts of your workflow that were never designed to connect.

Bringing Disconnected Systems Into a Single Workflow

Plansight isn't trying to replace your other platforms. Instead, it bridges the gaps between them. Each integration is designed to reduce the rework that typically occurs when data must be moved manually between systems that were never built to sync.

The result is simple: fewer repetitive tasks, cleaner data, and a smoother experience for both the broker and the employer.

Live Census Data for Accurate Quoting

One of the most significant pain points in quoting is outdated or incomplete census data. With direct integrations into ben-admin systems and HR platforms, Plansight can pull live census information straight into the quoting process.

You get:

• Up-to-date employee data
• Less manual cleanup
• Faster RFP setup
• Fewer errors that come from old spreadsheets

When the data is correct from the start, everything that follows feels easier.

Syncing Sold Plan Data Back to Your Systems

Once a plan is selected and sold, Plansight pushes that plan data back into your connected platforms. Instead of recreating benefits, rebuilding plan structures, or typing details twice, the integration handles the heavy lifting.

This is especially valuable for:

• Keeping the ben-admin system aligned with the final sold plans
• Keeping the agency management system accurate for servicing and renewals
• Reducing the administrative burden that typically follows every renewal

The plan you built and finalized in Plansight becomes the plan your downstream systems use without manual re-entry.

Filling the Gaps Between Tools Brokers Already Use

Most broker tech stacks weren't designed to work together.

Plansight becomes the hub that connects them.

Integrations deliver:

• Cleaner census data
• Smoother RFPs and quoting
• Accurate sold-plan sync
• Fewer manual processes
• A simpler experience for teams and clients

Brokers shouldn't have to fight their tools to get work done. With the right integrations in place, the workflow finally feels unified, even if the underlying systems weren't.

If you haven’t seen Plansight in action and you want to, book a discovery call with us.

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