howtoplans
Add a plan manually
When automated imports are unavailable, add plan details manually so comparisons and chat stay plan-aware.
Manual entry is useful for secondary coverage or when PDF parsing is incomplete. Enter values exactly as shown on your official materials.
Best practices
- Double-check deductible and out-of-pocket maximums.
- Note whether the plan is HSA-eligible when relevant.
- Attach the source PDF for future reference.
FAQ
- Will manual data sync to my carrier?
No. BenAsk stores what you enter for decision support in your workspace.