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We built the application we needed
Our team came out of the benefits industry, where a renewal meant weeks spent on spreadsheets and carrier documents that nobody could read. That is why we built PlansightAI™, the only AI application that manages your benefits renewal and marketing workflow.
We came from the industry we are fixing
Coming from the insurance industry, our team understands the challenges of RFPs better than anyone.
Brokers spend their days in spreadsheets manually entering data and building formulas. There’s no fast or easy way to collaborate with their teams. And there’s less and less time to consult with clients and find new business opportunities.
General Agencies absorb that same work for every broker they support. They have no single place to see which RFPs are in flight, which carriers have responded, or where a case is stuck, so every status update becomes a phone call and every new broker adds hours instead of leverage.
Plansight is designed to solve these challenges by making brokers more efficient, giving General Agencies a single view across every broker they support, and ultimately delivering more value for employers.
We are here to make benefits renewals simple and transparent
This is the foundation of everything we do, for the benefits brokers and general agencies we serve. It drives our customer interactions as much as it drives our business decisions.
Our Mission
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.
Our customers decide what we build next
While much of what we do is informed by our own expertise and experience, we also rely heavily on customer feedback to help us continue to grow and innovate as the industry and technology change.
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