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Ben Admin Integrations

hidden

A client requested to hide their OE Dates/Enrollment page until they finalized their OE dates since employees were already hitting the platform. Thought this would be a neat feature!

Guides

Hide Pages

On medical page put hot key (keywords) that will work as page anchors in the event a client has multiple plan options (i.e. 5 plans). This would help to improve user experience vs scrolling through the entire page.

Hot Keys

Lets an employee escalate from the AI assistant into a live two-way conversation with a person.

Assistant

Escalation to Two-Way Chat

It would be helpful to be able to update the current smart text for all of the guides instead of having to do it by company. For example, for every guide we build this year - we have to manually change the “Current Year” smart text to 2026.

Default Smart Text

I would like to be able to keep the cohesive summary card look that pulls plan data from the benefit package but would like to be bale to only check certain plans to be used in decision tool. For example a group only wants to use the decision tool for medical but I want to be able to have all their benefits in the package.

Benefits

Ability to hide plans from decision tool, but still have them in the benefit package

It would be nice when you have multiple plans with the same carrier to be able replicate or copy phone #, web site, app apple, app android and network url from one plan to the other. Otherwise I am having to add the same information to each plan. thank you.

carrier information

When I create a new benefit package, it would be great if I could name it at that time so I don’t forget to name it after it gets created.

Naming a Benefits Pacakge when you create it/load a spreadsheet

More customizable HRA plans - allowing multiple HRAs under one plan (copay HRA + deductible HRA), plan design to show that an HRA can pay first/EE responsibility second.

HRA Plan Design Customization

When making a chart have the ability to tab across the columns to add information to each text box. Also have the ability to highlight several text boxes to have the all do the same thing (i.e. center, bold, highlight by color, etc.) <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="66f3245137a63fecaa6ba0c3/post/699ec957af3e11e2e1d42182/019c9440-f453-7f04-9b34-61c11de2e09f/b64u-Y2hhcnQucG5n.png" data-featurebase-content-filename="chart.png" src="https://66f3245137a63fecaa6ba0c3.featurebase-attachments.com/c/post/699ec957af3e11e2e1d42182/019c9440-f453-7f04-9b34-61c11de2e09f/b64u-Y2hhcnQucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=cca58ae39fa25abba4948000272ce1213dab82edcac67ad7cdc0766f2ddbdf59">similar to how any chart would work without having to manually move the curser each time to a new text box. See example, I had to do each box indiviudally vs being able to highlight a row to change color and center or add text to the box.

highlighting and tab moving

Analytics

Parent-Level Aggregations

Choose the time zone when you schedule a message, not just the time. Set a campaign to go out at 8:00 AM in the recipient's time zone rather than converting from your business's configured zone by hand.

Messaging

Time-Zone-Aware Send Scheduling

When Generating a New Guide from Benefit Package, have the packages organized similar to the benefits dashboard: "Past, Active, Upcoming"

As we build out new packages for renewing groups, this would really help with organization!

Ability to group benefit packages into folders (like guides can be)

Broker Efficiency Dashboard

See at a glance which campaign went to which audience. The campaign overview table will surface the class, the attached guide or site, and a preview of the message text so you can confirm the right message reached the right group without opening each campaign to check.

Add More Data to the Campaign Overview Table

The next step after saved recipient lists: assign a list to each class, then select multiple classes when you build a campaign. Brite spins up one campaign per class with the right guide and audience already mapped. This will remove the need for rebuilding the same send for every class and double-checking which guide went where.

Assign Campaigns to Classes

<blockquote>Save recipient lists directly in Brite so you can reuse them across future sends instead of rebuilding or re-uploading the same audience every time.</blockquote>

Storing Messaging Recipient Lists in Brite for Reuse

Allow to change the format to page vs basic to match the summary, when using pricing only. this just looks clunky. <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="66f3245137a63fecaa6ba0c3/static/019ef63c-cc15-7b5f-b18b-8d66f6039ad0/ss-019ef63c-cc15-7b5f-b18b-8d66f6039ad0.png" src="https://66f3245137a63fecaa6ba0c3.featurebase-attachments.com/c/static/019ef63c-cc15-7b5f-b18b-8d66f6039ad0/ss-019ef63c-cc15-7b5f-b18b-8d66f6039ad0.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=35af738e67ef570aa3146080803d1a6fea3101e86dba46dd692c9461a1a735e7" data-featurebase-content-filename="ss-019ef63c-cc15-7b5f-b18b-8d66f6039ad0.png"> <img data-width="100%" data-align="left" alt="" data-featurebase-content-key="66f3245137a63fecaa6ba0c3/post/6a3af121e8c1567dbb2c5a96/019ef63d-52ff-7a3a-8c9f-e69d6f422e95/b64u-aW1hZ2UucG5n.png" src="https://66f3245137a63fecaa6ba0c3.featurebase-attachments.com/c/post/6a3af121e8c1567dbb2c5a96/019ef63d-52ff-7a3a-8c9f-e69d6f422e95/b64u-aW1hZ2UucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=d84e9c063355666007b722ac543b22eb8193055c1af2b22e46a0e311d2445bbd" data-featurebase-content-filename="image.png">

When using pricing only

More customizable handouts for New Hires, Recruiting, etc. Can we also have an option to save the flyers that have already been created vs having to redo them completely if there is an error or change needed?

Flyer/Handout Options

Lets employees upload a document such as a spouse's plan and have the assistant read and compare it against their options.

Support File Ingestion + Compare My Spouses Plan

Create beautifui, fully customized guides designed and made specifically to be printed. This can go alongside a digital guide or stand alone. Create one pagers with QR codes to the digital guides so your clients have something to hand out going into OE.

Custom PDF/Printed Guide Editor

Replaces some plain-text answer scenarios with interactive in-chat components like plan comparisons, plan summaries and recommendation cards.

Assistant Artifacts and Tools

Lets employees highlight text on a guide or Brite Site and send it straight into the assistant as a question.

‘Ask the Assistant’

Provide admins a log of the questions employees asked the assistant, with AI-generated summaries and themes. Insights may also be provided based on questions that indicate content is causing FAQs.

AI Assistant Questions Ledger and Themes

When entering the ER contribution for the HSA on the medical page in the Benefits Package, can you add an additional option, annual contribution. I know on the page in the guide we can change it, but it would be nice to have in the benefits package too vs having to divide it out, so it calculates correctly into annual in the guide. Also, have a place we can add how it is funded. Per pay, monthly, quarterly, 1 time annually at the beginning of the plan. I know we can add this to the page but might be nice to have as options. Thank you!

Health Savings Account

Guides will generate with content that matches the products and plans in your Benefits Package instead of attempting to populate the same template. Gone will be the days that users will have to go through the generated guide to delete blocks of content that are not relevant to the plans in the Benefits Package<div class="iframe-wrapper"><iframe src="https://www.loom.com/embed/2150aec2c79a4a74bdbae556e7c2e79f?sid=263177d5-2baf-4808-b5d4-c66f3b08e680" frameborder="0" allowfullscreen="true" class="w-full shadow aspect-video rounded-xl" data-loom-video=""></iframe></div>

Smart Guide Generation

We need to have a drop down in the vision plans for 12 months or Calendar year. It’s not always 12 months.

Vision Frequency Update

Allow messages to be scheduled to be sent at a later date and time.

Scheduled Messages

Our goal for the importer that analyzes your benefits data is to allow users to upload any PDF or spreadsheet file with the Benefit Plan details. Then, Brite will be able to recognize and autofill the Benefits Package with staggering accuracy.

Improved Benefits Smart AI Importer

Ever wondered who made a change to a guide you were working on and when that change happened? With Version History you’ll never have to!See who made what changes to your guides and when those changes were made. If you need to, you can even revert back to a previous version of the guide to restore the work you did.<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://brite.featurebase.app/changelog/page-level-version-history">Reference the changelog here</a>

Introducing Version History in the Guide Editor

See who made the last edit to an item (if we allow brokers or client to access their own guides)

User Edit History

Understand exactly who is engaging with your campaigns and who isn’t by reviewing performance overviews for completed campaigns. <img data-width="100%" data-align="left" data-featurebase-content-key="66f3245137a63fecaa6ba0c3/post/68b1c978e7bbe0fcbbdf3515/0198f67a-1a3f-73b8-b1f5-303e127fc610/b64u-U2NyZWVuc2hvdCAyMDI1LTA4LTI5IGF0IDkuMzcuMzDigK9BTS5wbmc.png" src="https://66f3245137a63fecaa6ba0c3.featurebase-attachments.com/c/post/68b1c978e7bbe0fcbbdf3515/0198f67a-1a3f-73b8-b1f5-303e127fc610/b64u-U2NyZWVuc2hvdCAyMDI1LTA4LTI5IGF0IDkuMzcuMzDigK9BTS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=9577b2206d7679b951cf625ee7f939f58fb806829ebfcdf84fcacc70797130a7" data-featurebase-content-filename="Screenshot 2025-08-29 at 9.37.30 AM.png">

Campaign Performance Dashboards

This would save so much time! Context: a group with multiple classes adds a benefit later during the build process but all class benefit packages already have differences - I would love to be able to build the new benefit once and drag or copy it to all appropriate class packages.

Duplicate individual benefits into other packages

We’ve heard the feedback loud and clear from so many of our great customers. Brite needs to be usable for both digital and printed guides. Because of your feedback, we have shifted priorities around a little bit and will focus on enabling you to build beautiful guides that will work regardless of the format you need to distribute them with.We’ve broken down our planned work for this into the following phases:<ol><li>Enable a PDF Preview within the editor - this means you won’t have to export your guide to see what the guide will look like in PDF format</li><li>PDF View you can edit - see auto-identified page breaks, view what components will look like, and how everything will be formatted when you export and make changes directly in that view</li><li>Auto-formatting for mobile, desktop, and PDF - this means you won’t have to create separate guides for desktop and PDF, the guide will autoformat to look great regardless of the format you choose to distribute with</li><li>Canvas-like view of all options - we want to give you the ability to see what mobile, desktop, and PDF will look like lined up next to each other, so you can quickly and easily verify formatting</li></ol>

Brite for Printed Guides

A new component for users to work with when creating and editing guides, sections will allow you to make bulk edits and create then save layouts that can be used in any other guide anywhere inside of Brite!<a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://brite.featurebase.app/changelog/introducing-sections">Reference the changelog for Sections here</a>

Introducing Sections in the Editor

Allow anybody to ask Brite a benefits related question in plain language and receive an answer with a source to the guide and page where that answer can be found.For HR Teams and client-facing Broker roles, they have the ability to ask a question regarding any content within the relevant Brite account.For employees and significant others using a Brite guide, their question is answered using context within the guide.

Benefits Assistant (AI)

Add more robust support, escalation and functionality within the assistant chat for interacting with plan providers, vendors and programs

Vendor/Expert Routing Categories

Occasional visual nudges to employees to engage the assistant based on content on page, outstanding CTAs and topics important to builder stakeholders

Assistant Triggered Nudges

Redesigns admin configuration into one unified view, including the assistant controls for tone, instructions and document scoping that competitors market.

Updated Assistant Context Configuration

Verify and configure your domain so emails can be sent from your business email addresses, which helps your campaigns avoid the spam folder and allows employees to respond back quickly.&nbsp;<img data-width="100%" data-align="left" data-featurebase-content-key="66f3245137a63fecaa6ba0c3/post/68dc4e11bf6141583da83e25/01999c90-b053-748f-a5d4-97359f008614/b64u-UGFyZW50IC1fIENoaWxkIC1fIE1lc3NhZ2luZyAoOCkucG5n.png" data-featurebase-content-filename="Parent -_ Child -_ Messaging (8).png" src="https://66f3245137a63fecaa6ba0c3.featurebase-attachments.com/c/post/68dc4e11bf6141583da83e25/01999c90-b053-748f-a5d4-97359f008614/b64u-UGFyZW50IC1fIENoaWxkIC1fIE1lc3NhZ2luZyAoOCkucG5n.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=08dcf0bd94e0c2814e3f1cba1a81d6ff1d38d5b76dd3fd296223a70cd812b7b0"><img data-width="100%" data-align="left" data-featurebase-content-key="66f3245137a63fecaa6ba0c3/post/68dc4e11bf6141583da83e25/01999c90-dba7-7d94-b80a-ee5830dd7afc/b64u-U2NyZWVuc2hvdCAyMDI1LTA5LTMwIGF0IDIuNTEuNTPigK9QTS5wbmc.png" data-featurebase-content-filename="Screenshot 2025-09-30 at 2.51.53 PM.png" src="https://66f3245137a63fecaa6ba0c3.featurebase-attachments.com/c/post/68dc4e11bf6141583da83e25/01999c90-dba7-7d94-b80a-ee5830dd7afc/b64u-U2NyZWVuc2hvdCAyMDI1LTA5LTMwIGF0IDIuNTEuNTPigK9QTS5wbmc.png?X-Amz-Expires=3600&amp;X-Amz-Date=20260901T020000Z&amp;X-Amz-Algorithm=AWS4-HMAC-SHA256&amp;X-Amz-Credential=DO801TYC4FCVNNEKURKM%2F20260901%2Ffra1%2Fs3%2Faws4_request&amp;X-Amz-SignedHeaders=host&amp;X-Amz-Signature=062b44d5b1eb706e9cc5449a4f8f14de97086f1c52a93933b881e948702a924e">

Send From: Your Business Domain

Since the new editor rolled out, the link/action icon is no longer available in the toolbar. Would like this function added back to the toolbar (like it used to be), instead of requiring multiple clicks to go into the properties panel. The new process is so much more inefficient!

Add a link/action icon back to the editor toolbar

We have an existing integration with Plansight and we are exploring the option of building additional integrations with other quoting platforms. The goal of these would be to make it incredibly easy to get the final sold plan information into Brite. No spreadsheets, no uploads.

Quoting Platform Integrations

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Our mission to be where all benefits-related work happens for Broker’s and their clients requires our team to hold the Brite platform to a very high bar. We cannot deliver on these high expectations without consistent, critical user feedback. Whether it be a nice-to-have or something you absolutely cannot live without, we would love to hear any feature or template request you may have. Click the ⊕ Leave Feedback button to get started.