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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
The average fully implemented team is saving 5 hours per RFP.
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