Sending to external systems

PerfectQuote currently supports integrations with BenefitPoint CRM and Employee Navigator Benefits Admin. Once your integrations has been configured (please contact your PerfectQuote Customer Success Manager), please follow the below steps to send plans to BenefitPoint and/or Employee Navigator.

BenefitPoint CRM

Once your PerfectQuote Employer Group is connected to your BenefitPoint Account (see Connecting a Group), PerfectQuote current plans will automatically sync with BenefitPoint.

However, to send renewal plans to BenefitPoint, you must first select those plans for renewal. Add the desired renewal plans to BenefitBuilder, then click the magnifying glass icon for a given product.

Then, tap the "Select For Renewal" button for the desired option that contains the plans that your client has chosen, and that should be sent to BenefitPoint.

Tap the "Renew Plans" button in BenefitBuilder at the bottom of your "SELECTED OPTIONS" tile to renew the sold plans.

Go to the Sold Plans tab, and at the bottom of each plan, you can specify:

• Plan Origination Reason - plan can be sent to BenefitPoint as a "New Plan" or "Renewal Plan".
• For "Renewal Plans", you must select the prior year carrier and plan (that exists within BenefitPoint) to copy as a renewal.
  • In order for prior year plans to appear here, they must first have been imported from BenefitPoint (see this "Choosing plans to sync" within this article).
  • You can also set the "Commissions Paid By Carrier" if your organization's BenefitPoint settings allow it. Please check with your internal BenefitPoint Admin for further details.

Sending Current Plans to BenefitPoint

You can also send current plans to BenefitPoint as you're building/editing, via the BenefitPoint settings within the "Integrations" section.

• Select the Plan Origination Reason.
• Then for Renewal Plans, select prior year plan and carrier.
  • This will renew that selected prior year plan in BenefitPoint, create a copy, and then update that copy with the PerfectQuote plan's benefit/rate details.

 

Employee Navigator

In order to send plans to Employee Navigator, select your plans for renewal as described above within the BenefitPoint instructions.

Go to your Sold Plans tab, and after confirming, you will be prompted to send plans to Employee Navigator.

Click "Yes", and you will be taken to the Employee Navigator website and prompted to log in.

Enter your Employee Navigator username and password, and you will then be returned to PerfectQuote. You will then need to take a few actions within the Employee Navigator website to complete the process of sending over plans.

• If you've never sent plans to Employee Navigator for this Employer Group, then click the "Manage" button under "Pending Integrations", then click the "Link" button next to your Employer Group and follow the instructions to approve your group integration.
• If you have already approved your group, then click the "Take Action" button under "Plan Notifications", click your Employer Group link and follow the instructions to approve your incoming plans.