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For benefits brokers and the general agencies behind them
PlansightAI™ runs your renewals.
You run the relationships.
Every renewal today runs across a rating tool, a carrier portal, an inbox, a shared drive, and a spreadsheet. Nothing carries forward.
Plansight is the only AI application that manages your benefits renewal and marketing workflow end-to-end. One application, not five.
10 to 15 hours back per marketed renewal
2 lives to 70,000 and beyond
SOC 2 Type II, HIPAA aligned
Your whole book in flight. Real product, not an illustration.
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The same plan data gets typed three times.
Every renewal runs across a rating tool, a carrier portal, an inbox, a shared drive, and a spreadsheet. Nothing carries forward. The work is repetitive, it is easy to get wrong, and the quality depends on who happens to be doing it that week.
Spreadsheeting
45 to 60 minutes per proposal, and only someone who can read a plan document can do it.
Chasing carriers
Emailing for status because nothing tells you which carriers have quoted.
Retyping
The same numbers into the rating tool, the presentation, then enrollment.
Certificates that do not match
Carriers bind something different from what they sold, and the brokerage is the one that carries it.
One application instead of five.
Plansight is the only AI application that manages your benefits renewal and marketing workflow end-to-end. Not a rating tool, a carrier portal, an inbox, a shared drive, and a spreadsheet. One place, and the data carries forward. It comes as two applications: a renewal is a process, a document is a task.
Runs the process
PlansightAI™
Your entire benefits renewal and marketing workflow, from the day the renewal opens to the day the elected plans are in force, and the data is pushed to your enrollment and AMS systems. Sold per group per year or per user per month, with SmartSheetingAI™ included.
See how it runs a renewalDoes the task
SmartSheetingAI™
Upload the plan documents. Get the data. Normalized comparisons in Excel, in your template, plus policy audits in under two minutes per plan. Nothing to implement, no book to import, no training. Fifteen days and six documents free.
Stop spreadsheeting carrier proposalsBuilt for Benefits Brokers and the General Agencies behind them.
Stop running renewals.Start reviewing them.
Plansight’s AI reaches out to the carriers, drafts the RFP, reads the quotes as they land, and builds the presentation. You review, advise, and decide.
For BrokersOne playbook.Every agent at their best.
Plansight’s AI handles renewals the same way for every case, regardless of who is handling it, and puts every RFP, renewal, and carrier response on a single dashboard.
For General AgenciesThe fully automated renewal lifecycle.
Ten steps from renewal open to plans in force. The broker reviews, advises, and decides. The AI does the rest. On a marketed large group that turns 12.5 to 18.5 hours into 2.5 to 3.5. Click any step to see where the time goes.
Run it on one of your groupsStart the renewal
Today
15 to 30 min
With PlansightAI™
None
The AI surfaces the group on the dashboard based on your rules. Five months out for large group, three for small, or a window you set per client.
Spread current and renewal
Today
45 to 60 min
With PlansightAI™
Under 5 min
The carrier's renewal arrives via a Plansight link and is filed automatically. The AI reads it, normalizes it against the current plan, and builds a client-ready renewal presentation in your format.
Build the RFP
Today
60 to 90 min
With PlansightAI™
5 to 10 min review
If you are going to market, the AI drafts the RFP and gathers the documents the moment the renewal lands. Each carrier gets the package that matches what they quote.
Distribute and follow up
Today
30 to 50 min
With PlansightAI™
10 to 15 min
Distribution is one click. The AI tracks every carrier as delivered, downloaded, quoted, or declined with a reason, follows up on your rules up to three times, then hands you a task to pick up the phone.
Enter carrier proposals
Today
45 to 60 min per proposal
With PlansightAI™
10 to 15 min QA per proposal
Carriers upload by link. The AI files each proposal, links it to the RFP, reads it, normalizes it, and adds it to the side-by-side ranked low to high. This is the largest block of manual time in the cycle.
Finalize the presentation
Today
45 to 60 min
With PlansightAI™
15 to 20 min
The presentation builds itself against your templates and is print-ready the moment a proposal lands. Your team still builds the recommended packages. It just does not do the math.
Client review and what-ifs
Today
20 to 40 min per scenario
With PlansightAI™
5 to 10 min per scenario
Every page recalculates live when the client asks what if. Raise the deductible in the room and the whole presentation follows.
Select and bind plans
Today
20 to 30 min per plan
With PlansightAI™
5 min per plan
Plans are selected with a click, and you approve. The AI notifies the winning and losing carriers and pushes elected plan data to BenefitPoint, Employee Navigator, Brite, and the open API. Double entry goes away.
Audit the policy
Today
20 to 30 min per plan
With PlansightAI™
Under 2 min per plan
SmartSheetingAI™ audits the certificate the carrier issued against the proposal they sold. Every variance links back to the document, and the ones you flag roll into a report for the carrier or the client.
Start the next cycle
Today
30 to 40 min
With PlansightAI™
None
Next year's presentation was populated the moment this year's plans were selected. The cycle starts on its own, half-built.
What it adds up to.
Time is the one everybody leads with. It is not the only one, and it may not be the one that closes.
Time
10 to 15 hours back on every marketed employer renewal.
Consistency
Every renewal runs the same way no matter who is on it.
Transparency
See where every group stands at any moment.
Less liability
The policy audit actually gets done.
Data
Every renewal in the book lands in one place so that you can measure across clients, carriers, and producers.
Less time quoting.
More time advising.
Time is the one asset you can’t recover. A Producer at Trucordia called her manual workload impossible. In under 90 seconds, she explains what changed.
Why brokers and general agencies pick Plansight
A few things that are easy to miss.
Not features. The four that change how the week actually goes.
No exceptions list
Every carrier, every plan type
The AI reads everything the carrier sends, in whatever format it arrives. No approved carrier list, no supported document list, no exceptions you work around by hand. All carriers, insurance types, group sizes, and funding types.
Reach
Your whole book gets the top account treatment
Reaching every group six months before renewal is days of work per group by hand, so it gets rationed to the top ten. The AI does the days' work, so the play runs throughout the book.
One workspace
Your team works in one place
Every quote, decision, and presentation is held in a shared workspace rather than in a folder structure that somebody has to maintain.
Getting started
White glove onboarding and support
Migrating contacts, custom branding, personalized training. A product roadmap driven by customer feedback, not a ticket queue.
Built by a broker who got tired of the workaround.
Plansight was founded in 2018 by a benefits broker who built what he wished he had. Everything in it came out of working alongside brokers and advisors across the industry, and it is still built that way.
Plansight has completed a SOC 2 Type II examination covering Security and Privacy. We are HIPAA aligned and sign a BAA. Client data is encrypted in transit and at rest, held in United States regions, and it is never used to train models or shared with another brokerage. Our staff, development, and support are all United States-based.
More about usSecurity
SOC 2 Type II, HIPAA aligned with a BAA
Connects to
BenefitPoint, Employee Navigator, Brite, Ideon, open API
Covers
Every group size and funding typ
Applications
PlansightAI™ and SmartSheetingAI™
Reads
Medical, dental, vision, life and AD&D, disability, worksite
Don’t just take our word for it
Find more here.
Nothing reaches a client until a person approves it.
Every AI output writes in pending status and routes to a named reviewer. Every extracted value carries a clickable link to the exact spot in the carrier's document it came from, so QA is a glance instead of a re-read.
94.79%
Field-level extraction accuracy against human-verified ground truth, Q3 2026. Measured the same way every quarter and published.
SOC 2 Type II
Security and Privacy. HIPAA aligned with a BAA, AES-256 at rest, TLS 1.2+, SAML SSO, AWS US regions.
Your data stays yours
It is never used to train models or shared with another brokerage, and you can export all of it at any time at no cost. Staff, development, and infrastructure are all United States-based.
Plansight
Frequently Asked Questions
Plansight, Inc. is an insurtech company headquartered in Pleasant Grove, Utah, built for brokers, by brokers. Led by CEO Weston Lunsford, Plansight builds the only AI application that manages benefits renewal and marketing workflow, so brokers and their teams can spend their time advising clients rather than assembling spreadsheets. The company serves leading organizations including AssuredPartners, Lockton, Trucordia, Hilb Group, and Intrepid, with white-glove onboarding, hands-on support, and a product roadmap driven directly by customer feedback.
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PlansightAI™ is the only AI application that manages the benefits renewal and marketing workflow. It runs the whole cycle. The AI reaches out to the carrier for the renewal, builds a pre-renewal side-by-side against the current, drafts the RFP and gathers all documents, builds the carrier distribution list in one click, ingests proposals as they arrive and ranks them from low to high, and assembles the client-ready final presentation. You review, advise, and decide at every step. It also turns your entire book into performance data you can act on, so every group gets a proactive renewal conversation, not just your ten largest accounts.
Plansight serves three primary audiences:
1. Employee benefits brokers and agencies that run renewals and RFPs across multiple carriers and lines of business. The AI runs the renewal; your team advises the client.
2. General agencies (GAs) that support networks of retail brokers and need every case to run the same way, with branded output for each agency they serve
3. Carriers also participate, receiving cleaner, more complete submissions and bidding in a transparent marketplace.
Plansight has completed a SOC 2 Type II examination covering Security and Privacy. Your data is encrypted in transit and at rest, and it is never shared with or used to train third-party AI models.
That last point is the one that matters most with AI. Plansight runs purpose-built models inside encrypted, isolated environments. Carrier documents, census files, and plan data never pass through general-purpose tools like ChatGPT or Gemini, which are not HIPAA-compliant and were never designed to hold protected health information.
If your IT or compliance team needs documentation before you move forward, let us know what they need, and we will provide it.
10 to 15 hours on a marketed group renewal, once your team is fully running on it. It comes from four areas: chasing RFP status, extracting data from carrier quotes, building the comparison, and assembling the client presentation. The AI does all four. Across a book of business that is weeks of capacity every renewal season, and it is what makes the proactive call six months out affordable for every client instead of your largest ten.
PlansightAI™ is the only AI application that runs the renewal end-to-end. Most tools cover one stage. Some handle quote comparisons; others handle carrier placement and RFP distribution; and the stages in between remain manual. PlansightAI™ runs all of it in one application: plan building, RFP creation, carrier distribution, proposal ingestion with inline document traceability so you can click any extracted number and see exactly where it came from, side-by-side comparison, client presentation generation as quotes arrive, and a benefits package builder with unlimited scenario modeling. There are also no restrictions on carriers, insurance types, group sizes, or funding types.
No. PlansightAI™ is purpose-built for the RFP, quoting, and renewal workflow. It complements your existing agency management system (like BenefitPoint, Applied Epic, or others) by handling the marketing and renewal process, then syncing data back.
PlansightAI™ integrates bi-directionally with BenefitPoint and connects with Employee Navigator, Brite, Ideon for small group rates, and an open REST API.
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