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Your RFP and Marketing Process Made Easy
Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast.
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Brokers save hours by simplifying every step of the renewal process.
General Agencies gain visibility, efficiency, and control.
Don’t just take our word for it
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 platform helps brokers simplify renewals, compare plans faster, and deliver accurate, client-ready proposals with minimal effort.
Supports the entire RFP process
From creation and presentation to distribution, comparison, renewals & beyond.
No restrictions
Plansight supports ALL carriers, insurance types, group sizes, and funding types.
Makes winning & retaining business faster & easier
With more competitive quotes, smarter budgeting tools, and faster renewals, Plansight gives brokers more time to focus on what matters most, their clients.
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. Plansight was built for brokers, by brokers. Led by CEO Weston Lunsford, Plansight's mission is to provide insurance solution providers and their teams with purpose built AI and modern technology that simplifies and strengthens every part of the renewal and marketing workflow. The company serves leading organizations including AssuredPartners, Lockton, Trucordia, Hilb Group, and Intrepid, and is backed by a commitment to white-glove onboarding, hands-on support, and continuous product innovation driven by customer feedback.
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Plansight's software is an AI-powered employee benefits marketing platform that automates the entire RFP-to-employer-presentation workflow for insurance brokers and general agencies. It is the only end-to-end solution that handles RFP creation, carrier distribution, AI-powered quote extraction, side-by-side comparison, client presentation building, and benefits package design in a single cloud-based platform.
Plansight serves two primary audiences:
1. Employee benefits agencies who manage renewals and RFPs across multiple carriers and lines of business.
2. General agencies (GAs) who need to manage and support networks of retail brokers with consistent workflows and branded outputs.
On average, fully implemented teams save over 5 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.
Plansight is the only platform that covers the full RFP lifecycle end-to-end. From plan building and RFP creation through carrier distribution, AI-powered quote extraction, comparison, client presentation, and benefits package design, Plansight handles it all. Some competitors focus primarily on quote comparison, while others focus on carrier placement and RFP distribution. Plansight combines all of these capabilities in a single system and adds SmartSheeting AI™ for automated data extraction with inline document traceability, real-time client presentation generation, and a benefits package builder with unlimited scenario modeling. Plansight also has 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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