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From RFP to Enrollment: The Industry’s Only Truly Connected Workflow

Plansight + Employee Navigator: The Only Direct Integration in Benefits

Plansight is the only AI application that manages your benefits renewal and marketing workflow. It brings transparency, consistency, and time savings to every group renewal. By bridging the gap between plan design and enrollment, we eliminate the friction that slows your firm down.

‣ Instant Data Sync: Deploy employer groups and plan details to Employee Navigator with a single click. Eliminate manual entry, reclaim your time, and ensure 100% data integrity.

‣ A Truly Native Connection: Skip the third-party workarounds. Plansight offers the industry’s only built-in, push-to-EN integration for a seamless, end-to-end experience.

‣ One Source of Truth: Plan details stay consistent from proposal to enrollment. What's built in Plansight is exactly what lands in Employee Navigator, no re-keying, no version mismatches, no surprises at renewal.

‣ Less Admin, More Advising: With data flowing automatically into Employee Navigator, your team spends less time on entry and more time on the conversations that actually move renewals forward.

‣ Built to Be Trusted: Every group and plan detail synced through Plansight is accurate and audit-ready, so your firm and your clients can rely on what's in Employee Navigator.

Ready to see Plansight in action?

Schedule a personal discovery call to learn how the Plansight + Employee Navigator integration can transform your renewal season and automate your workflow.

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