Plansight is built around one simple loop: current plans → market → decision → new plans.

Current plans live on the employer profile

Every employer has a set of plans that represent what’s in force today, along with effective and renewal dates.

Renewal starts with a marketing event

When it’s time to renew, you go to market for alternatives. That creates an RFP and a presentation tied to the employer.

Quotes flow in and turn into usable data

Carriers upload quotes directly. Plansight uses AI to pull key info from the quote documents and organize it so you can compare options.

The presentation builds automatically

As quotes arrive and you adjust census or contributions, Plansight updates the presentation and comparison spreadsheets in real-time.

Elections create the next plan year

Once you pick the winning plans, you elect them and mark them as in force. Those elections become the new current plans for the next effective date.

History stays connected

Old plans roll into history, and the newly elected plans become the starting point for the next renewal cycle.

That’s the full renewal cycle: plans → market → compare → elect → repeat.