The Future of Benefits Quoting and Renewal Automation
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SmartSheeting AI™ saves your team valuable time immediately
From the second you get started, your team will be saving time with automated data extraction and normalization. Make manual entry a thing of the past.
You determine how you want the output, SmartSheeting AI™ will do the rest of the heavy lifting for you.
The Engine in Action
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Upload
Drop carrier documents into SmartSheeting AI's easy to use interface
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Extract
Let SmartSheeting AI™ do its work and be amazed as the data is extracted and normalized in seconds
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QA
Hover over any of the extracted data to see exactly where it came from in the carrier documents
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Export
Export the data into your pre-determined format
Proof and Trust
Is SmartSheeting AI™ reliable?
Yes, and here's why:
Proven Results
92% accuracy across even the most difficult plan documents.
Secure by Design
Top tier security that has been vetted by some of the largest agencies in the world.
Transparent Workflows
Hover to source QA makes finding where the AI pulled details from lightning fast.
Ready to Eliminate the Manual Entry?
Start your 30-day free trial
Pillars of Success
The Concrete Truth
01 Factual Integrity.
Move beyond guesswork. Our engine extracts plan data with mathematical certainty, ensuring your baseline is accurate.
02 Operational Velocity.
What used to take hours of manual auditing now takes seconds. Simply upload your carrier documents and let the AI do the heavy lifting.
03 Zero-Friction Adoption.
Built for speed, not just integration. SmartSheeting AI™ requires no complex onboarding. It is a high-fidelity ‘Plug and Play’ engine that delivers immediate operational ROI.
04 The Intelligent Gateway.
SmartSheeting AI™ serves as your strategic entry point into the Plansight Full Suite. Solve your data problem today and scale into our Full RFP suite when you’re ready.
Who Is It For?
Independent Brokers
“I need efficiency without total disruption.”
For brokers who want to eliminate the spreadsheet grind but aren’t ready for a full end-to-end platform migration. Secure immediate ROI on day one.
General Agencies
“Our scale demands high-velocity tools.”
Provide your teams with a high-velocity extraction tool that maintains standard formatting across massive account volumes. Scale your capacity without adding headcount.
Compliance Teams
“Accuracy is the only metric that matters.”
Maintain factual integrity across high-volume renewal periods. Eliminate the human error inherent in manual transcription and protect your agency from mistakes.
Get the power of AI today.
Start your free trial today to see the powerful time savings your team can be taking advantage of with SmartSheeting AI™