Meet the team that’s modernizing the RFP process

Weston Lunsford
CEO
Weston brings years of experience as an operator, investor, and leader in the SaaS world.  Weston drives our vision and strategy, ensuring that Plansight remains at the forefront of innovation in the employee benefits space.
Chris Toyn
CFO
With his extensive experience in finance and accounting, Chris plays a critical role in driving our financial success and growth. His strategic insights and financial expertise enable us to make sound business decisions and optimize our operations for maximum efficiency.
Steve Overton
FOUNDER | CPO
Steve oversees all aspects of Plansight, with a particular focus on the software platform. Steve’s decades of experience in the employee benefits industry brings unrivaled insight to the product for both brokers and carriers.
David Sitterud
FOUNDER
Dave works hand-in-hand with our broker and carrier partners to ensure success on all sides. His work on both broker and carrier technologies gives our product and clients a leg up.
Nick Warner
EVP OF CLIENT SUCCESS
Nick leads our customer success team with a proven track record in onboarding and supporting clients successfully in the software world. With his expertise and dedication to our client’s success, Nick ensures that each client receives the best possible experience.
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7 min read

Plansight Just Got Smarter: Life and AD&D is AI-ready!

How PlansightAI by Plansight Is Making Multi-Class Life Insurance Simple, Accurate, and Scalable.

Executive Summary

Managing life and AD&D data has always been complex, especially when class-based plans are introduced. Traditional methods rely heavily on human interpretation, manual tracking, and risky guesswork when documentation varies by carrier, region, or plan type.

That’s why the latest PlansightAI update is such a big deal.

PlansightAI by Plansight now supports eight core life and AD&D product types, including class-based variations, with intelligent document parsing and plan design recognition. This means brokers can now rely on AI to handle the most nuanced parts of life insurance documentation, saving time, reducing errors, and unlocking scalability for even the most complex cases.

If you’ve ever had to manually differentiate between voluntary, basic, dependent, and class-specific coverages, this update is for you.

Keep reading to see how PlansightAI is changing the game for life and AD&D, why this matters now, and what’s coming next.

The Problem with Life & AD&D Data

Most carriers don’t make life insurance data easy to work with. Between PDF formatting issues, carrier-specific naming conventions, and multiple classes of coverage within a single plan, brokers have been left to manually interpret and organize this information.

That means:

  • Wasted time deciphering contribution styles and coverage tiers
  • Errors when mapping benefits across multiple employee classes
  • Inconsistencies in how life and AD&D coverage are documented, displayed, and interpreted
  • Scaling challenges for firms trying to support more clients without adding more staff

How PlansightAI Now Supports Life & AD&D

This update brings a significant leap in capability. PlansightAI now recognizes and processes all eight of the most common life and AD&D coverage types:

  • Basic Life
  • Basic AD&D
  • Basic Dependent Life
  • Basic Dependent AD&D
  • Voluntary Life
  • Voluntary AD&D
  • Voluntary Dependent Life
  • Voluntary Dependent AD&D

And it doesn’t stop there; PlansightAI now supports multi-class plan design for the first time. 

That means PlansightAI not only identifies the coverage type but also understands which employee classes it applies to and structures the data accordingly.

Why It Matters for Brokers

This update allows you to make sense of even the most complex life documents instantly. Whether you’re working with tiered plans, class-specific rules, or regional variations in format, PlansightAI brings a level of automation and accuracy previously unavailable.

  • Faster document reviews for life and AD&D proposals
  • Accurate class-based outputs, even from multi-plan files
  • Less guesswork, more strategy in client presentations
  • Reduced manual cleanup on parsed data

Even More Improvements Behind the Scenes

Alongside this life and AD&D release, we’ve also quietly upgraded performance in other key areas:

  • Better recognition of tiered medical plans
  • Improved parsing for hard-to-read dental documents 
  • Increased output reliability

All of this adds up to more consistent and complete results, without requiring extra work on your end.

Now Live: Disability Support

Disability plan recognition is officially here. Just like with life products, this new enhancement brings PlansightAI-level intelligence to another complex, class-based category. You can now rely on AI to handle even more of your book of business with greater speed, accuracy, and confidence.

PlansightAI Accuracy: What You Can Expect

PlansightAI currently delivers high accuracy across medical, dental, vision, and life data. Each week, our team re-runs evaluations to identify the most accurate fields and spot common error trends. This allows us to continuously refine and improve performance where it matters most.

What that means for you:

  • More complete fields filled in
  • Fewer missed or incorrect data points
  • Faster time-to-confidence for document reviews

Why Now: The Push for Scalable Intelligence

With the RFP season fast approaching, brokers can’t afford to stay manual. Documents are only getting longer and more complex, especially with class-based life insurance now more common in group plans.

PlansightAI gives teams a modern, AI-powered way to keep up:

  • Built to support, not replace, broker expertise
  • Scales with your team without adding headcount
  • Continuously improves based on real-world usage

Built on Broker Trust, Not Hype

PlansightAI isn’t just another AI tool; it’s a purpose-built assistant designed to enhance how brokers work.

Here’s why teams are trusting it:

  • Transparent outputs, you can see, edit, and audit every result
  • Secure and private, built with compliance in mind
  • Backed by real results, brokers are already seeing time saved and accuracy improved

Schedule a free demo to see how PlansightAI can simplify your most complex products, starting with life and AD&D insurance.

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About Plansight

Plansight is a modern benefits platform helping brokers streamline RFPs, renewals, and proposal management through AI-powered automation. With tools like PlansightAI and SmartSheeting AI™, we’re building a better future for brokers, where strategy comes first, and manual work comes last.