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Broker and General Agencies
Frequently Asked Questions
It runs the whole renewal. Our AI builds the RFP, sends it to every carrier at once, reads the quotes that come back and normalizes them into a side-by-side comparison, then assembles the client presentation. You review and approve at each step instead of building from scratch.
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10 to 15 hours on a marketed group renewal, once your team is fully running on it. That comes from four places the AI takes over: chasing RFP status, extracting data from carrier quotes, building the comparison, and assembling the client presentation. Across a book of business that is weeks of capacity every renewal season.
Tell us where to send the invite. Your carrier reps get a secure link to download the RFP and respond inside Plansight whether or not they were already in the system, and our team walks them through their first response.
More than 20 benefit lines and point solutions, across fully insured, level-funded, and self-funded arrangements, from major medical through disability. Anything outside that list can still be added to the benefit budget tool, so your client sees the full picture.
The Market Response Summary updates as carriers respond, so you can see who has quoted, who has not, and how the offers compare without emailing anyone for a status. Your whole team sees the same view.
No. Plansight puts competitive carriers in front of you. Which ones you present, which you set aside, and what you ultimately recommend are entirely your calls.
Yes. Plansight generates a client-ready presentation from the quote data, and you customize it before it goes out. Because carriers respond in Plansight, their numbers populate the presentation as they submit.
Plansight is the only AI application that manages your benefits renewal and marketing workflow end-to-end. Most tools cover one step: quoting, or presenting, or tracking. Plansight covers all of them, and the AI does the data work in between.
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Every broker you support works in the same application, so quote requests arrive in one format instead of a dozen. The AI handles the data entry on each one, and you see every case in flight across all of your brokers in a single view.
Yes. You can view your book at the individual broker level or across your entire territory, and we can build reports based on the data points you actually track.
That is the problem Plansight is built to remove. The 10 to 15 hours the AI reclaims on each marketed renewal compound at GA volume, so your existing team can take on more brokers without absorbing more spreadsheet work.
Yes. Plansight is a shared system of record, so your team and your brokers collaborate on the same RFP in real time instead of passing files back and forth.
Hands-on. We migrate your contacts, configure your account, and run training built around how your team actually works. After go-live, instructional videos are available within the application at the point you need them, and our support team remains available.