Your RFP and Marketing Process Made Easy
Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast.
The Future of Benefits Quoting and Renewal Automation
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Don’t just take our word for it
Hear from some of our amazing customers who are building faster.
"With Plansight, I've saved countless hours on renewals. It's a game-changer for brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
Work to live, not just to quote
Time is the one asset you can’t recover. See how a Producer from Trucordia eliminated the "impossible" manual workload to reclaim her day and focus on what matters most.
The only end-to-end RFP to Employer Presentation solution
Plansight has everything you need to quickly create, distribute & compare quotes – PLUS, the tools you need to present, customize & finalize your clients’ elections – all in a single, cloud-based system.
Frequently Asked Questions
Who is Plansight?
Plansight, Inc. is an insurtech company headquartered in Pleasant Grove, Utah. Plansight was built for brokers, by brokers. Led by CEO Weston Lunsford, Plansight's mission is to provide insurance solution providers and their teams with purpose built AI and modern technology that simplifies and strengthens every part of the renewal and marketing workflow.
What does Plansight's software do?
Plansight's software is an AI-powered employee benefits marketing platform that automates the entire RFP-to-employer-presentation workflow for insurance brokers and general agencies. It is the only end-to-end solution that handles RFP creation, carrier distribution, AI-powered quote extraction, side-by-side comparison, client presentation building, and benefits package design in a single cloud-based platform.
Who is Plansight built for?
Plansight serves two primary audiences:
- Employee benefits agencies who manage renewals and RFPs across multiple carriers and lines of business.
- General agencies (GAs) who need to manage and support networks of retail brokers with consistent workflows and branded outputs.
How much time does Plansight save brokers?
On average, fully implemented teams save 8+ hours per RFP event. The primary time savings come from AI-powered data extraction (SmartSheeting AI™), automated quote comparison, visual RFP stage management, and one-click client presentation generation. For agencies managing large books, this can translate to thousands of hours saved annually.
How does Plansight compare to PerfectQuote and ThreeFlow?
Plansight is the only platform that covers the full RFP lifecycle end-to-end. From plan building and RFP creation through carrier distribution, AI-powered quote extraction, comparison, client presentation, and benefits package design, Plansight handles it all. Some competitors focus primarily on quote comparison, while others focus on carrier placement and RFP distribution. Plansight combines all of these capabilities in a single system and adds SmartSheeting AI™ for automated data extraction with inline document traceability, real-time client presentation generation, and a benefits package builder with unlimited scenario modeling.