Plansight is a benefits automation platform that simplifies and accelerates the quoting and renewal process for brokers. It reduces manual work, cuts down data entry, and helps teams deliver faster, more accurate proposals.

A single workspace for every client

Plansight gives you one clean place to manage each client — including plans, documents, renewals, and proposal history. Everything stays organized and easy to access, whether the group is small, fully insured, or self-funded.

Integrations that reduce duplicate work

Plansight connects with leading benefits solutions so your team can push and pull plan data across systems. This helps eliminate re-keying the same information in multiple places and keeps everyone working from the same source of truth.

AI that turns documents into structured plan data

When you upload carrier documents, Plansight AI reads the files, extracts key details, and pre-fills plan information automatically. You review the results, confirm accuracy, and move forward in minutes instead of hours.

Faster RFPs and full visibility

Plansight makes it easy to send RFPs, track outreach, and see exactly what’s happening — who opened, who responded, and who declined to quote. That means less guessing and tighter control throughout the market process.

Smarter proposal comparisons

As carrier proposals come in, Plansight AI helps pre-fill comparisons and flags anything that needs attention. Verified data is labeled clearly, and differences are highlighted so you can focus on what matters.

Client-ready presentations in seconds

Once review is complete, Plansight automatically builds a polished presentation branded for your firm — ready to export as PDF or Excel without manual formatting or spreadsheet work.