Quicker Navigation from the Dashboard

Dashboard tiles that pick up where you left off

The Jump back in tiles at the top of your dashboard carry real dates now, and return you to where you actually were.

What's new:

• The distribution date, the response due date and the effective date, each with a countdown on the same color bands as the legend below.
• A renewal you have not distributed yet says so, and shows no due date.
• Clicking a tile returns you to the page you were last on for that renewal.
• A menu on each tile jumps straight to market response, post distribution, the RFP itself or the employer.
• Closed RFPs stay out of the way, so the tiles show live work.

Why it matters: The tiles tell you what is due and how long you have, and put you back exactly where you stopped.

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Your documents tag themselves

When you build plans or a renewal, you tell Plansight which benefits you're working on and then upload your documents. The AI now reads each document as it lands and tags it with the benefits it actually contains.

What's new:

• Upload a dental renewal against a Medical, Dental and Vision selection and it arrives tagged Dental.
• The AI tags each document individually, so a mixed file carrying medical and dental arrives tagged with both.
• Every tag stays editable. You can add or remove any of them after upload, exactly as before.
• SmartsheetingAI™ reads each document only for the benefits it really contains.
• Dollar amounts on Accident, Hospital Indemnity and Critical Illness quotes now carry their full value through AI Quote Fill.

Why it matters: Your uploads start out described correctly, and the AI spends its time on the benefits that are genuinely in the file.

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Build several plan groups in one pass

On Community Rated, the plans you select become a pool to build from rather than a single plan group.

What's new:

• Select up to twenty plans and lay out as many as five plan groups side by side.
• Place a plan in as many groups as you like, and more than once in the same group.
• Click a plan to drop it in the next slot, or drag it. The order within a column is the plan option number.
• Tiles show carrier, plan name, premium, network, individual deductible, and an HSA badge.
• Each option shows its own premium and enrollment; each group totals its options, and each group shows its difference from today's cost before you create anything.
• Name every group as you build it, and leave a plan option disabled where a group needs fewer.
• A landscape print page for the all-plans table, and presentation actions from the table itself.

Why it matters: You already know which plans you want. This gets you from that to quotes in one pass, with the cost of each group visible before it exists.

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Find the right carrier reps by rule

Each part of a carrier rep's RFP distribution rule is now its own column on the Carrier Reps page.

What's new:

• Benefit type, service state, market size, office, region and group size each get a column and a filter.
• A rule that leaves a dimension empty reads All, and filtering returns it, because an unscoped rule really does cover everything.
• Ask "does this rule cover a group of 120" and filter on it directly.
• You see the rules belonging to the offices and regions you work in. Reps themselves are always listed.
• Where a rep carries more than one rule, every rule you can see is now shown.

Why it matters: A question like "who gets our California medical RFPs for the Boise office" is one filter, instead of opening reps one at a time.

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Critical Illness rates per $1,000

Critical Illness now offers a per $1,000 of coverage basis alongside the per-unit basis it has always used.

What's new:

• Choose the rate basis per quote: per unit purchased, or per $1,000 of coverage.
• Employee bands use the employee benefit and family bands use the family benefit.
• The premiums grid, the benefit row and the printed rate tables all state which basis the rates are on.
• Volume modeling in the Critical Illness modeler for per $1,000 plans.
• Existing quotes keep the basis they already have, and their totals do not move.
• Switching the basis changes how the rates are read. It never rewrites the rates you entered.

Why it matters: Carriers who quote per $1,000 now compare directly against carriers who quote per unit, so your rate tables line up across the market.

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Self-funded, end-to-end

Everything that makes up a self-funded medical plan now gathers into one panel that prices the program with the arithmetic shown line by line, and two new reports present the result.

What's new:

• One panel gathers administration, stop loss, pharmacy, and organ transplant, and shows the composite fixed cost, the aggregate factor, and the corridor together.
• Expected, projected, and maximum each show the two numbers they are made of, with PEPM beside every monthly total.
• Change a component, and the panel reprices before you commit to anything.
• Build fully-insured-equivalent rates from a budget, tiered across your plan options.
• Already have your rates? Enter rates opens one table for the whole plan group, a column per option and a row per tier, saved in one action.
• Every option total on the grid opens How this rate was built, the tier-by-tier decomposition.
• TMCS Details, a new optional six-column report separating specific and aggregate stop loss, with deductible, contract basis, surplus arrangement, and maximum exposure.
• TMCS Rates & Factors, a new optional report putting one plan group on a page, splitting the enrolled population across its options, and laying out administration, specific, aggregate, and claims tier by tier against the current plan.
• Your existing Total Medical Cost Summary is unchanged and still selectable.

Why it matters: The program is priced in one place with the math visible, and your analysts get an exhibit they can reconcile line by line against the carrier's contract.

Build your current medical community rated plans, no census required

Open the plan builder, choose Medical, and when it asks whether your current plan is community rated, say yes. Answer two quick questions: how many plan options your customer has and when they went into effect, and Plansight gives you your plans. Pick yours from the list (filter or search to get there fast). That's it. No census, no data entry. Your plans are in force, details filled in, SBCs attached.

And the renewal is just that easy

When you're ready, one click says so. Plansight confirms the plans you already have and the order you want them in, takes your census the way it always has, and builds the rates for your current plans and your renewal.

While that happens, Scout prepares your presentation and a draft marketing event in case you want to go out to market. Open the presentation and the market response is already there: the renewal calculated.

Why it matters: Your community-rated groups' current plans go in with a few clicks and no census, and the renewal that follows is one click: rates, presentation, and a marketing event, ready when you are.

It's already live in your account.

Carriers who go quiet now get chased automatically

Set up a follow-up sequence once and Plansight takes it from there, sending your reminder emails to the carriers who still owe a quote on an RFP and asking only about the benefit lines still open. Carriers drop out of the sequence on their own once they respond, and anyone still silent at the deadline lands in a Needs Outreach queue so your team knows exactly who needs a call.

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A new order on the employer page

The employer overview now runs Plans, then Presentations, then Marketing. What was "RFPs" is now "Marketing," and "Start RFP" is now "Start Marketing Event," the language brokers already use.

Accident benefits for school and public sector groups

Eight new Accident plan attributes, including ICU, X-Ray, Medical Imaging, and non-emergency Transportation. Every new line starts off on your saved templates, so nothing on your proposals changes until you turn one on.

Coinsurance Maximum, for the plans that publish one

Medical plans now carry a Coinsurance Maximum attribute, sitting right beside Out-of-Pocket Maximum everywhere it appears. It's off by default, so if your market doesn't publish one, nothing changes for you. For ACA plans, add the value once in your ACA plan library when you certify the plan, and it stays on the plan design from then on.

Lab work is its own line now

Medical plans get a Lab / Blood Work row, separate from imaging. Turn it on in your template and the value fills in from the API automatically.

Everything is already live in your account.

Scout is a new assistant built right into Plansight. Instead of digging through docs or emailing support, just ask.

What's new

• A Scout button in the bottom corner of Plansight, on every page
• Ask any question in plain English and get an answer from Plansight's knowledge base
• Scout surfaces relevant help based on the page you're on — the right guidance, in context

DHMO is now its own benefit type. You can quote and present prepaid dental (DHMO) plans directly in Plansight, with per-procedure member costs and the same tiered rate math as your other dental plans.

AI now reads stop-loss proposals. Upload a stop-loss quote the same way you upload any other carrier document, and Plansight auto-fills the specific and aggregate coverage, deductibles, lasers, corridor, and rates — no manual entry.

More contacts in your RFP cover letters. Drop the Producer, Account Manager, or RFP Owner — name, email, and phone — straight into a cover letter. Plansight fills them in automatically from each person's profile.

What's new
New merge fields for Producer, Account Manager, and RFP Owner — each with name, email, and phone, pulled automatically from that person's Plansight profile
"Benefit Primary Contact" is renamed RFP Owner, to match what you already see on the RFP Contacts screen

This release gives your team back time. Renewals in a few clicks, AI that shows its work, and three more updates we think you'll love.

Easy Renewal Workflow

Renewing existing plans no longer means rebuilding the RFP and presentation from scratch. Select the current plans you want to renew, drop the renewal documents in, and Plansight builds the comparison presentation for you.

What's new

• An "Add Renewals +" button at the top of the Plans section
• A new Renewal column showing renewal status for each plan
• Community-rated quoting is built into the flow — quote right inside the renewal workflow instead of going out to the RFP builder
• Add renewals incrementally as documents arrive — Plansight keeps everything in one presentation

Why it matters: Renewals are one of the most repetitive workflows in the year. This update cuts the manual data entry and the copy-paste errors that come with it.

Merged Presentation

If your medical and ancillary teams each build their own presentations for the same client, you can now combine them into a single, unified presentation.

What's new

• A new "Merge Into…" action on the three-dot menu next to any presentation
• Choose your destination presentation, then pick which benefit types to bring over
• Every line — Dental, Vision, Accident, Medical — together in one presentation, ready to present

A few rules to know:

• You can't combine two presentations that share the same benefit type

• For Small Group Community Rated Medical, the medical presentation must be the destination

• You can rename presentations directly from the table now

Why it matters: Clients want one consolidated view. This eliminates the rebuilding and copy-paste across presentations.

See exactly where every AI value came from

Plansight's AI already extracts plan details, rates, and benefits from your carrier documents. New this release: when you review the extracted values on the right, the source page on the left rolls automatically to the exact spot the AI pulled each number from.

What's new

• Side-by-side view — extracted data on the right, original source document on the left
• Source rolls with you — as you move through the extracted values, the source page scrolls to follow, every time
• Exact-location highlight — Plansight pinpoints the spot on the source page each value was lifted from
• Works for PDFs and (new this release) Word and Excel documents

Why it matters: Verification used to mean flipping back and forth through PDFs. Now your eyes go to the value, and the source comes with you. Faster reviews, fewer mistakes, more trust in the data.

AI now reads Word and Excel

No more re-typing what didn't come as a PDF. Drop the file and Plansight AI extracts plans, rates, and benefits the same way it does today.

What's new

• Upload .docx and .xlsx files exactly like you upload PDFs
• Plansight converts them behind the scenes and runs them through the same AI extraction pipeline
• Same intake screen, same accuracy review — three formats, one workflow

Why it matters: No more manually exporting Word or Excel files to PDF before uploading. Whatever the carrier sends, Plansight handles.

Plan names that wrap

Plan names in your medical presentation now wrap to a second line automatically when they're too long for a single row, so clients always see the full plan name.

• Fully automatic — nothing to toggle or configure
• The plan name row doubles in height when needed, and the page shifts upward so nothing gets pushed off the bottom
• Works when your template has at least one unused row out of the 46 possible rows

Why it matters: One of the most consistently requested fixes from our partners. We're glad to deliver it.

Streamlined RFP Wizard — Focus on What's Going to Market

When you're running an RFP, not every benefit line needs carrier quotes — but your presentation still needs to show the full picture for your client.

Now it can, with less work on your end. The RFP Wizard now lets you skip the wizard steps for non-marketed benefit lines. If a plan like dental is staying put and not going to market, you don't have to touch that tab. Plansight will automatically pull the current and renewal from the plans already on file for that group and include them in the presentation for you.

You only answer questions on the lines you're actually taking to market. Everything else is handled automatically — so your presentation is still complete, and your RFP setup is a lot faster.

Refined Election Process — Simple, Clean, and Flexible

Electing plans in Plansight just got even easier. With the refined election experience, you can select and confirm plans directly within the presentation in just a few clicks — and if anything needs to change, updating or revising elections after the fact is just as simple.

The whole process is designed to be clean and low-friction from start to finish, so you can finalize the right package for your client quickly and adjust on the fly if needed.

Distribution List Import Tool — Manage Carrier Reps in Bulk

Managing your carrier rep distribution rules just got a whole lot faster. On the carrier rep page, you can now download a pre-formatted Excel template, make your changes — whether that's adding new carrier reps or updating existing distribution rules — and import it all at once.

The template has all the rules built in to guide you through the process, so formatting is straightforward and imports go smoothly. No more updating reps one at a time. Make your changes in bulk, import, and you're done.

Persistent Saved Filters on Community-Rated Plans

Finding the right plans just got faster. On the community-rated plans page, you can now create, save, and set default filters so your search stays exactly where you left it. Whether you're filtering by deductible, network, monthly premium, or any other criteria, your filters persist as you make selections and navigate through the presentation so you never have to start your search over from scratch.

Set your defaults once and let Plansight do the rest.

• One-click SBC access in presentations
  In small group, community-rated medical presentations, click the PDF icon next to a plan name to open the SBC instantly.

• Clearer fixed cost detail for self-funded plans
  The Total Medical Cost Summary now groups fixed costs at the top of the page and shows cost changes by each fixed cost section, not just a single rolled-up number.

We’ve added support for BenefitPoint accounts that use multiple benefit summaries per plan.

If your organization structures plans this way in BenefitPoint, you can now select and map the appropriate benefit summary when pushing plans from Plansight. This update is now live, ensuring that plans and rates align correctly during the push.

This change only affects a small set of BenefitPoint users, but it removes a key limitation for teams using multiple summaries per plan.

Carrier Specific Documents

You can now attach documents to individual carriers directly from the Distribution page in Plansight. You can send it only to them with no extra steps, no oversharing. This update keeps your RFPs compliant with carrier requirements and makes document distribution far more precise and effortless.

Filter RFPs by office

We’ve added a new Office column and filter to your dashboard tables. It’s now much easier to review RFP activity across your organization and quickly narrow results by office.

We’ve added a powerful new enhancement to Plansight — the ability to illustrate HRA utilization directly within the platform.

This new feature lets you illustrate how an HRA covers deductible gaps — showing plan vs. administered deductibles, coinsurance, and estimated utilization — all in one place.

Your results now display in BenefitBuilder, where you’ll see HRA administrative costs and utilization details, and automatically flow through to the Analysis and Recommendations page.

Update: In-Force Plan Syncing is Now Optional

We’ve updated how In-Force Plans sync from RFPs to employer profiles.

When you build a plan through the RFP wizard and verify it on the side-by-side view, you now have the option to save it as the In-Force Plan. Choosing “Yes” will automatically add it to the employer’s profile.

If you start an RFP using an existing In-Force Plan and make updates inside the presentation, those edits no longer sync automatically. Instead, when you save the Current Plan as complete, you’ll be asked whether you want to replace the existing plan in the employer’s plan section.

This change gives you full control over when and how your employer plans update—no more automatic overwrites, just deliberate, informed choices.