Simply upload the documents and our team will input and format all of the data into a consistent RFP template for you, saving you time now and during renewals.
Create an RFP with over 26 Ancillary lines & major medical in minutes. There are no limits on coverage or funding types.
Keep the structure, language & formatting consistent on every RFP ensuring that there is no missing data while easily customizing content as needed.
Work with your team in a single system at the same time. You can also assign & track tasks while centralizing communication within the secure messaging portal.
Invite your team, carrier and broker reps, or anyone who’s involved in completing the RFP in just a few clicks.
Keep everyone on the same page & save time by centralizing all information, tasks & communication in a single, shared, cloud-based location.
Instead of manually sending emails to individual carriers, you can now distribute your RFP to as many carriers as you like with a single click.
Get access to any of the carriers on our platform or invite any carrier you like. There’s no limits!
With our transparent marketplace, carriers are incentivized to send their most competitive offer the first time, cutting out unnecessary steps or negotiation.
Get notified when carriers have seen, opened, or downloaded your RFP, giving you complete visibility at every stage.
Fully, Level or Self Funded & ACA
Instantly see all carrier quotes in one clear, consistent format that makes it easy to identify the best options for your clients.
Easily see changes in price, co-pay, max out of pocket & other important factors so you can quickly evaluate new vs existing plans.
Plansight automatically analyzes and organizes quotes for you. No more pouring over multi-page documents or manually transposing data between systems.
Brokers see an average of 8 to 10 hours per Employer Renewal, saving you thousands of hours each year across your clients.
Sort and organize quotes by price, benefit type, group size, funding types & more.
Annotate, highlight, change text color, add client logos and so much more.
Whether you’re on Zoom or in person, you can quickly pull up information, make adjustments to plans, compare options & more – all in real time.
Within minutes, create professional, multi-page client presentations.
Print the entire Market Response, demonstrate your value to clients by showcasing all the work you did to find them the best rates available.
Because carriers are competing in our transparent marketplace, you'll always get the best rates and value for your clients.
Shop additional rates and offer clients complete insurance packages without spending extra time or losing business to another broker.
Show your clients different variations, options, and prices on Zoom or in person – no need to go back, build it, and meet again weeks later.
With robust modeling capabilities, you can mix and match coverage (and see costs) in real time. No math or formulas required.
Let everyone know when your selection has been made without having to send a bunch of emails or pick up the phone.
Let carriers know if they didn’t win the business without having to contact them individually or having those “uncomfortable” conversations.
No restrictions on carriers, insurance types, group sizes, or funding types
All insurance types
All group sizes
All funding types
General Agency support included
Get personalized, hands-on support when you become a Plansight customer
Simply send us the contact info for your team members, carriers, brokers & more and we’ll add them to your account.
Plansight integrates seamlessly with your tools; this reduces data entry so there’s no delay or downtime.
Send us your style guide and our team will integrate your brand colors, fonts, and logo.
See the product in action, learn exactly how it works, and get your questions answered during your live, interactive demo with our team.
If you have questions or need help, you can reach us through phone, chat, or email. You’ll also get exclusive access to free trainings & workshops.