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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RFP software built for benefits brokers
Brokers & GAs

Brokers save hours by simplifying every step of the renewal process.

Eliminate manual data entry, compare quotes in seconds, build professional client presentations in minutes, collaborate in real time & more.
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General Agencies gain visibility, efficiency, and control.

Plansight gives GAs the tools to manage multiple brokers, streamline quoting, and oversee renewals across carriers, all in one platform. Track activity, reduce redundant work, and ensure consistency across every agency you support.
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Don’t just take our word for it

Hear from some of our amazing customers who are building faster.
"With Plansight, I've saved countless hours on renewals. It's a game-changer for
brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
"With Plansight, I've saved
countless hours on renewals.
It's a game-changer for
brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead

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.

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"...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

Plansight has everything you need to quickly create, distribute & compare quotes – PLUS, the tools you need to present, customize & finalize your clients’ elections – all in a single, cloud-based system.
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MacBook mockup

Why top insurance brokers & GAs choose Plansight for their RFP needs

Why Plansight?
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.

Get the power of AI today.

Grow and scale your business effortlessly with an all-in-one platform for RFP creation, quote analysis, and client presentations
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