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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Join the Plansight team

If you have experience in the insurance industry and are passionate about
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6 min read

Modern Brokers Are Moving Faster. Are You?

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‍Why Brokers Are Choosing Plansight to Streamline Renewals, RFPs, and Presentations

Executive Summary

Employee benefits brokers are under more pressure than ever. Clients expect fast, accurate plan comparisons, professional presentations, and proactive service. Yet many brokers still rely on outdated, manual processes to manage renewals and RFPs. That means copy-pasting from PDFs, battling fragile Excel templates, and managing dozens of moving parts with no visibility across teams.

Plansight is a purpose-built platform for benefits brokers that brings structure, automation, and consistency to your entire renewal and RFP workflow. It eliminates manual busywork, reduces costly errors, and helps brokers deliver better results, faster.

If you’re looking to improve your agency’s efficiency, scale operations, and enhance client experience, here’s why Plansight should be your next move.

The Problem with Traditional Broker Workflows

Manual Work Is Slowing You Down
Copy/paste workflows, disconnected tools, and version-controlled spreadsheets make every renewal harder than it needs to be. These outdated methods drain time, increase errors, and hurt your ability to scale.

Inconsistent Outputs and Branding
Every team member may have their own way of formatting presentations, labeling files, and managing proposals. This leads to inconsistent client experiences and makes collaboration across teams difficult.

Lack of Visibility and Control
Leaders often have no clear view into what renewals are underway, where bottlenecks exist, or how workload is distributed across the agency.

Excel Isn’t Built for This
Brokers rely heavily on spreadsheets for client deliverables, but Excel wasn’t designed for quoting, formatting, or managing live RFPs. Broken formulas and fragile formatting waste time and risk your reputation.

How Plansight Helps Employee Benefits Brokers

Plansight is a modern broker platform that replaces manual work with automation, templates, and real-time collaboration.

Key Benefits for Brokers:

One Dashboard for Everything
View all renewals, RFPs, and employer updates in a single interface. Stay organized, prioritize tasks, and never lose track of an opportunity.

Fast, Accurate RFP Distribution
Build RFPs in minutes. Plansight automatically matches carriers and reps based on criteria like product type, group size, and region—eliminating the need to hunt for contacts.

AI-Powered Proposal Management: SmartSheeting AI™ by Plansight
Carrier proposals are uploaded, read by AI, and assigned to the right employer group. You simply QA and approve. We all know digging through our email inboxes can be frustrating, so no more digging or lost attachments.

Professional Presentations Without Excel
Use reusable templates to create on-brand, client-ready presentations. Export to Excel or PDF, always with clean formatting and up-to-date data.

Fewer Errors, Greater Confidence
AI reduces manual entry, minimizing the chance for typos, broken formulas, or version control issues.

Post-Sale Simplicity
Once a client selects a plan, mark it as “enforced” in Plansight and automatically update employer records. Integrated systems stay in sync, and duplication is eliminated.

Real Impact for Broker Teams

Leadership & Operations Gain:

  • Complete visibility into team activity and workload
  • Standardized workflows that scale across offices
  • Better brand consistency and reduced risk

Producers & CSRs Get:

  • Centralized task and account management
  • Easy-to-create RFPs and proposals
  • Simplified client presentation workflows
  • Time saved every step of the way

Why Now: Brokers Need to Modernize to Stay Competitive

  • Clients expect speed and accuracy—manual processes can’t keep up
  • Competitor agencies are adopting modern broker software to scale without headcount
  • Tools like Plansight improve broker productivity and client satisfaction
  • Excel isn’t a long-term solution for quoting or renewals

Built for Brokers, Backed by Support

Fast Onboarding
Most agencies are fully up and running in 30–60 days. Plansight’s onboarding team walks you through setup, integrations, and training.

Flexible Pricing
Plansight offers broker-friendly pricing based on your agency size and workflow needs. Every subscription includes support, training, and configuration.

Dedicated Support
Need help? Our amazing customer success team is available to ensure you get full value from the platform.

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Book a Demo

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Ready to See How Plansight Can Transform Your Brokerage?

Plansight is a modern benefits platform that helps brokers manage RFPs, proposals, and renewals with greater speed, consistency, and insight. If you’re ready to ditch spreadsheets, reduce errors, and create a scalable renewal workflow, request a demo today. See why so many others have chosen Plansight as their go to so you can focus on what matters.