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Your RFP and Marketing Process Made Easy.
Plansight is the only AI application that manages your benefits renewal and marketing workflow. It brings transparency, consistency, and time savings to every group renewal.
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Stop running renewals.
Start reviewing them.
Every agent in your network runs like your best one.
Don’t just take our word for it
Find more here.
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"
Work to live,
not just to quote.
Time is the one asset you can’t recover. See how a Producer from Trucordia eliminated the "impossible" manual workload to reclaim her day and focus on what matters most.
"...I don't even know how much time it would
have taken me without Plansight."
-Whitney Williamson
The only end-to-end RFP to Employer Presentation solution.
Why top insurance Brokers & GAs choose Plansight for their RFP needs
AI for employee benefits brokers.
Plansight’s AI application helps brokers simplify renewals, compare plans faster, and deliver accurate, client-ready proposals with minimal effort.
The whole renewal, not just one step.
From the first carrier outreach to the final presentation and the declines. One cycle, one application, no handoffs to a spreadsheet.
No restrictions.
Plansight's AI supports ALL carriers, insurance types, group sizes, and funding types.
Every carrier, every plan type.
Our AI reads everything the carrier sends, in whatever format it arrives. No approved-carrier list, no supported-document list, no exceptions you have to work around by hand.
Your whole book gets the top-account treatment.
Reaching every group six months before renewal is days of work per group by hand, so it gets rationed to the top ten. The AI does the days' work, so the play runs throughout the book.
One record of every renewal you have ever run.
Every quote, every decision, every presentation, held in one place and turned into performance data for the whole book. Not a folder structure you maintain.
Creates a single system of record.
Communicate & collaborate with your team in a shared, cloud-based workspace.
White glove onboarding & support.
Including migrating contacts, custom branding, personalized training & more.
Plansight
Frequently Asked Questions
Plansight, Inc. is an insurtech company headquartered in Pleasant Grove, Utah, built for brokers, by brokers. Led by CEO Weston Lunsford, Plansight builds the only AI application that manages benefits renewal and marketing processes, so brokers and their teams can spend their time advising clients rather than assembling spreadsheets. The company serves leading organizations including AssuredPartners, Lockton, Trucordia, Hilb Group, and Intrepid, with white-glove onboarding, hands-on support, and a product roadmap driven directly by customer feedback.
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PlansightAI™ is the only AI application that manages the benefits renewal and marketing processes. It runs the whole cycle. The AI reaches out to the carrier for the renewal, builds a pre-renewal side-by-side against the current, drafts the RFP and gathers all documents, builds the carrier distribution list in one click, ingests proposals as they arrive and ranks them from low to high, and assembles the client-ready final presentation. You review, advise, and decide at every step. It also turns your entire book into performance data you can act on, so every group gets a proactive renewal conversation, not just your ten largest accounts.
Plansight serves three primary audiences:
1. Employee benefits brokers and agencies that run renewals and RFPs across multiple carriers and lines of business. The AI runs the renewal; your team advises the client.
2. General agencies (GAs) that support networks of retail brokers and need every case to run the same way, with branded output for each agency they serve
3. Carriers also participate, receiving cleaner, more complete submissions and bidding in a transparent marketplace.
On average, fully implemented teams save 8+ hours per RFP event. The primary time savings come from AI-powered data extraction (SmartSheeting AI™), automated quote comparison, visual RFP stage management, and one-click client presentation generation. For agencies managing large books, this can translate to thousands of hours saved annually.
PlansightAI™ is the only AI application that runs the renewal end-to-end. Most tools cover one stage. Some handle quote comparisons; others handle carrier placement and RFP distribution; and the stages in between remain manual. PlansightAI™ runs all of it in one application: plan building, RFP creation, carrier distribution, proposal ingestion with inline document traceability so you can click any extracted number and see exactly where it came from, side-by-side comparison, client presentation generation as quotes arrive, and a benefits package builder with unlimited scenario modeling. There are also no restrictions on carriers, insurance types, group sizes, or funding types.
No. Plansight is purpose-built for the RFP, quoting, and renewal workflow. It complements your existing agency management system (like BenefitPoint, Applied Epic, or others) by handling the marketing and renewal process, then syncing data back. Plansight currently has a bidirectional integration with BenefitPoint and is building additional integrations.
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