Optimizing Your Personal Profile on Plansight.com

As a carrier on PlanSight, your personal profile is a powerful tool to showcase your expertise and connect with brokers who are looking for the services you offer. By personalizing your account, you can stand out in the directory and make it easier for brokers to find and select you for their RFPs. Here are some key ways to optimize your profile:

1. Highlight Your Benefit Specialties

If you focus on specific benefit types, such as worksite benefits, make sure to highlight this in your profile. This allows brokers to identify your areas of specialization and include you in relevant RFPs.

2. Indicate Your Market Size Expertise

Whether you work with small, medium, middle, or large market sizes, you can specify this in your profile. This helps brokers understand the scale of businesses you typically work with.

3. Specify Your Business Focus

You can indicate whether you specialize in new business, renewal business, or both. This helps brokers understand your expertise and match their needs with your services.

4. Identify Your Territory

Let brokers know which states are in your territory. If you're a sales rep, specifying the states you cover ensures that brokers can easily find you when they have customers in those areas.

5. Upload a Personalized Profile Photo

A profile photo can make a significant difference in how you're perceived on the platform. Instead of a generic avatar or blank image, a personalized photo helps you stand out and adds a human touch to your profile.

Broker View (How Brokers see you in the directory)

By taking the time to update and optimize your profile, you increase your visibility and chances of being selected for RFPs that align with your expertise. It's a simple yet effective way to raise your hand and be added to brokers' distribution lists.