Syncing plans to BenefitPoint

The following products and plan/rate types can be synced between PerfectQuote and BenefitPoint:

• Large group Major Medical
• Small group ACA Medical
• Dental
• Vision
• Basic Life
• Voluntary Life
• Contributory & Non-Contributory Short Term Disability
• Contributory & Non-Contributory Long Term Disability

• Accident, Critical Illness, and Hospital Indemnity as an “Additional Product”

Please refer to this document for details on specific benefits that can be sent to BenefitPoint.

Plans with the following benefit types can be imported from BenefitPoint into PerfectQuote:

• 2 tier
• 1 tier
• We currently cannot import plans with 3-tier benefits

Plans with the following rate types can be imported from BenefitPoint into PerfectQuote:

• 4 tier composite
• 3 tier composite
  • When syncing from BenefitPoint to PerfectQuote, the PerfectQuote EC tier rate is left empty.
  • When syncing from PerfectQuote to BenefitPoint, the PerfectQuote EC tier rate will be ignored and not sent to BenefitPoint.
  • The PerfectQuote ES tier rate will sync to the BenefitPoint "Dependent + 1" tier rate.
  • The PerfectQuote FAM tier rate will sync to the BenefitPoint "Dependent + 2" tier rate.
• 2 tier composite
  • When syncing from BenefitPoint to PerfectQuote, the PerfectQuote ES and EC tier rates are left empty.
  • When syncing from PerfectQuote to BenefitPoint, the PerfectQuote ES and EC tier rates will be ignored and not sent to BenefitPoint.
  • The PerfectQuote FAM tier rate will sync to the BenefitPoint "Dependent" tier rate.
• 1 tier composite

Once PerfectQuote employer groups are connected to BenefitPoint accounts, we sync data as follows:

• PerfectQuote to BenefitPoint:
  • Current plan updates: in real time
  • Confirmed sold plans: in real time
• BenefitPoint to PerfectQuote:
  • Plan updates: every hour
  • Account/employer group updates: nightly

The following currently cannot be sent from PerfectQuote to BenefitPoint:

• Employer Contributions (target Q4 '23 availability)
• Employee censuses (currently no BenefitPoint support)
• Quote/plan files (currently no BenefitPoint support)