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The only complete end-to-end Renewal and Marketingsolution for insurance brokers
Learn how Plansight can turn your RFP process from manual, time consuming & labor intensive to fast, efficient & more profitable by booking a free demo now.
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Plansight makes every part of the RFP process – from creation to
presentation – faster, more efficient &
more profitable
Keep clients happy & make more money in less time with a comprehensive RFP solution that helps brokers:
Save 8-10 hours per Employer Renewal, on average
Streamline RFP creation with customizable templates
No more starting from scratch. Plansight provides you with customizable RFP templates that maintain consistency & accuracy while saving you time.
Send multiple RFPs with one click
Forget sending individual emails that can get lost or are difficult to track. With Plansight, you can distribute your RFP to all carriers with a single click and track their status in a singleplatform.
Finish RFPs faster with real-time collaboration
Work on the same RFP with your team at the same time. Assign tasks, send secure messages & track progress, all from a single, shared, cloud-based location.
Eliminate manual data entry & duplicate work
Streamline RFP creation with customizable templates
Plansight automatically formats quotes into a clear, side-by-side comparison chart, so you don’t have to manually interpretand transfer data into spreadsheets.
Cut out unnecessary steps & tools
Enter information once and that’s it. Plansight does all of theformatting, analysis & comparison for you, so you can eliminateredundant steps and tools.
Fewer errors or inaccuracies
Less manual data entry for you means fewer errors and moreconfidence during client presentations.
Keep current clients happy with less time & effort
Get the best available rates every time
Because our transparent marketplace incentivizes carriers tosubmit their most competitive offers, you’ll get their best ratesevery time.
Send quotes to clients with lightning speed
No manual data interpretation or entry means you can quicklyevaluate quotes and send the best options to your clientswithin seconds.
Showcase your work with beautiful client presentations
Display the best options while highlighting the value you bringto clients with professional presentations that take just minutes to generate.
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Sell faster & with moreconfidence
Renew existing clients in seconds
With a single system of record, you’ll have all historical data inone clean, organized place so every renewal goes smoothlyand there’s less risk of churn.
Stand out when pitching new business
Enter information once and that’s it. Plansight does all of theformatting, analysis & comparison for you, so you can eliminateredundant steps and tools.
Offer more comprehensive plans without extra time or effort
Shop additional rates and offer clients complete insurancepackages without spending more time or losing business toanother broker.
Schedule your discovery call today.
Book a Discovery Call
More reasons why brokers love Plansight
No limits on carriers, insurance types, group sizes, or funding types
It doesn’t matter which carrier you work with,what kinds of insurance you want to offer,your group or funding type – Plansight hasyour back!
Seamless integrations with other technology platforms
Plansight integrates seamlessly with yourexisting tools and can be automaticallyconnected for you so there’s no delay ordowntime.
Personalized, hands-on support during & after onboarding
Including migrating your contacts & users,customizing your account with yourbranding, providing you with training that’stailored to your needs & more.
Don’t just take our word for it
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"
Brokers
Frequently Asked Questions
On average, fully implemented teams are saving over 5 hours per RFP. Primary time savings can be found in visual RFP stage management, data extraction from quotes using SmartSheeting AI™, quote comparison and automated building of client presentations.
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SmartSheeting AI™ pulls all pertinent data from carrier quotes within seconds and allows your team to compare them side by side. It also makes QA for your team as easy as clicking on the number extracted and seeing exactly where it came from in the quotes. Data extraction and QA simplified!
Quote comparison across multiple carriers has never been so easy. Because our SmartSheeting AI™ builds your spreadsheet as quotes are received and QA'd, all you need to do is navigate to the presentation to see exactly how quotes from different carriers compare. We will even highlight deviations from current plan for you across each new quote.
Yes. Plansight handles all parts of your marketing and renewal events end-to-end. One of the things we hear feedback on regularly is the beautiful client ready presentations that are made automatically as different quotes come in and are reviewed.
Plansight is designed for employee benefits brokers of all sizes from individual producers managing a book of business to large national agencies. The platform is especially impactful for brokers who manage 20 or more employer groups, handle multi-carrier renewals, or want to eliminate manual spreadsheet work. Brokers working with general agencies also benefit from the shared workspace and collaboration features.
Yes. Plansight has no carrier restrictions. You can work with any carrier regardless of size, region, or product type. If a carrier isn't already in the system, you can invite them to the platform. Plansight supports all insurance types, all group sizes, and all funding types including fully insured, level-funded, self-funded, and small group community rated.
Plansight helps brokers win new business in several ways:
1. Faster turnaround. You can respond to prospects with fully formatted quote comparisons and presentations within hours instead of days.
2. Professional output. Branded client presentations are generated automatically, showcasing the depth of your market analysis.
3. Modeling capabilities. Plansight allows you to model different contribution levels and scenarios on the spot rather than creating follow-up meetings.
4. Comprehensive packages. The Benefits Builder lets you offer complete insurance packages including voluntary benefits, making your proposal more compelling than competitors who only quote medical.
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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Plansight handles PDF documents and will handle Word documents soon. Whether you have an SBC or plan summary, simply upload the PDF and SmartSheeting AI™ will pull all of the plan details out in a structured format.
One of the great things about Plansight is that it can be used with any agency management platform. We currenly have a bi-direction integration with BenefitPoint and are in the process of building integrations with others.
Inline document tracability is a recently released feature that is saving teams a lot of time when it comes to QA. While our AI has been great at extracting data for quite some time now, inline document tracability allows you to click on the extracted information and be taken to the exact place in the document from which the data was pulled.
Plansight is currently supporting:
-Medical
-Medical Administration
-Dental
-Vision
-Short-term Disability
-Long-term Disability
-Basic Life
-Voluntary Life
-Hospital Indemnity
-Accident
-Critical Illnes
Onboarding happens in two phases.
First, we work with your designated Champion over 3–5 business days to set up your environment including your book of business, branded templates, carrier routing, and user accounts so that everything is ready before your team ever logs in.
Second, your team joins live guided sessions where they run actual client renewals in Plansight with an onboarding consultant alongside them. No demo accounts or slide decks. We're doing real work on real clients from day one. Onboarding is complete when your team is running renewals independently, not when a session count is hit.
Our support team is extremely responsive. Our goal is to have our customers quoting in Plansight seamlessly every day. When an issue is encountered or when your team has a question, we have readily available walk-throughs and customer support representatives.