Make every part of the RFP process faster, more efficient & more profitable.
Plansight saves teams up to 10 hours per Employer Renewal. Learn how we do it by scrolling below or by booking a free demo with our team.
Create your RFP in minutes
Say goodbye to tedious RFP preparation. Our intuitive RFP Wizard helps you create comprehensive, polished RFPs quickly and efficiently, saving you hours while ensuring accuracy and consistency every time.

No more manual data entry
Build multiple plans simultaneously
Consistent, customizable templates
Collaborate with your entire team
A unified system for enterprise success
Automate & simplify the RFP distribution
Gone are the days of manually sending multiple emails and endless lists. Plansight’s automated RFP Distribution ensures that each carrier receives the exact documents needed— to the specific benefits you’re requesting—without you lifting a finger.

Send RFPs in seconds
Access any carrier - with no restrictions
Get the best offer the first time - no lengthy negotiations
Real-time insights into carrier engagement
Instantly compare quotes with no manual data entry required
With Plansight’s advanced AI, you can instantly compare carrier quotes without the work. Save thousands of hours and tens of thousands of dollars annually by letting automation handle the heavy lifting.

Side-by-side quote comparisons, instantly formatted
Filter, sort, & strategically model quotes
Brokers save up to 10 hours per client renewal
Quickly identify variances from current plans
Impress your clients with beautiful, modern presentations
Say goodbye to the hassle of formatting Excel sheets, double-checking formulas, and struggling with pixelated logos.

Customizable templates delivering consistent presentations
Make adjustments in real time
Export beautiful, print-ready presentations in minutes
Perfect for demonstrating your work & value to clients
Get the best rates every time
Build the perfect benefits package
Say goodbye to uncertainty and “what if”. With Plansight’s Benefits Package Builder, you can create personalized benefits packages that align perfectly with your client’s budget and goals. Design comprehensive, cost-effective solutions with complete confidence.

More comprehensive plans without extra effort
Unlimited scenario, built in seconds
Save time and impress clients
Notify carriers quickly, efficiently, & securely
Stay ahead of deadlines with Plansight’s automated notification system. Ensure that Carrier Representatives receive the right information exactly when they need it—without delays or manual follow-ups.

Automatically send secure notifications
Saves time & headache – no awkward conversations
Cut manual data entry with seamless integrations & APIs
Stop wasting time on repetitive data entry. With Plansight’s direct integrations and Partner API, you can connect your systems, automate data flow, and ensure your information stays accurate and up-to-date across platforms.

Direct integrations for seamless data sharing
Partner API for maximum flexibility
No restrictions 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 size – Plansight has your back!
All carriers
All insurance types
All group sizes
All funding types
General Agency support included
