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More time.
More clarity.
More consistency.
More insight.
PlansightAI™ runs the renewal from first carrier outreach to final presentation
No spreadsheets, no stringing tools together. The AI reaches out to the carriers, builds the pre-renewal side-by-side against the current, drafts the RFP, gathers all documents, ingests the proposals as they land, and assembles the client-ready presentation. You review, advise, and decide.
Save 5+ hours on every employer renewal
Plansight's AI reads each carrier proposal as it lands and formats it into a clean side-by-side, so nobody on your team retypes a benefit, interprets a rate, or reconciles two versions of the same quote. Across a full book that is thousands of hours a year, and it is what makes reaching every group affordable.
Every client gets the treatment you reserve for your top ten
A call six months before renewal, with the market already run, reads as an advisor paying attention rather than a once-a-year quote. That is the relationship that does not shop itself. Complete presentations also surface the voluntary lines that are skipped when a deadline approaches.
Turn your entire book into performance data you can act on
Your team works the same renewal at the same time, with tasks and messages sitting beside the quotes instead of in five inboxes. Every quote, decision, and presentation stays on the record, so the questions that used to need a week of digging, which carriers actually win, where your renewals are landing, which groups are exposed, are answers you already have.
Supports all 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!
Personalized, hands-on support during and after onboarding
Including migrating your contacts and users, customizing your account with your branding, and providing you with custom training and ongoing support.
Don’t just take our word for it
Find more here.