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PlansightAI™ Runs Your Renewals.
You Run the Relationships.
PlansightAI™ is the only AI application that manages your benefits renewal and marketing workflow. It brings transparency, consistency, and time savings to every group renewal.
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Built 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 AgenciesDon’t just take our word for it
Find more here.
The 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.
See the lifecycle in a demoStart 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.
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.
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.
You Review. You Advise. You Decide.
Plansight’s AI drafts the RFP, gathers the documents, reaches out to carriers, normalizes all proposals into a single side-by-side view, and assembles the client presentation. Reviewed, advised, and decided by you.
Why top insurance Brokers & GAs choose Plansight for their RFP needs
AI for employee benefits brokers.
Plansight’s AI application helps brokers simplify renewals, compare plans faster, and deliver accurate, client-ready proposals with minimal effort.
The whole renewal, not just one step.
From the first carrier outreach to the final presentation and the declines. One cycle, one application, no handoffs to a spreadsheet.
No restrictions.
Plansight's AI supports ALL carriers, insurance types, group sizes, and funding types.
Every carrier, every plan type.
Our AI reads everything the carrier sends, in whatever format it arrives. No approved-carrier list, no supported-document list, no exceptions you have to work around by hand.
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 record of every renewal you have ever run.
Every quote, every decision, every presentation, held in one place and turned into performance data for the whole book. Not a folder structure you maintain.
Creates a single system of record.
Communicate & collaborate with your team in a shared, cloud-based workspace.
White glove onboarding & support.
Including migrating contacts, custom branding, personalized training & more.
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 is SOC 2 compliant. 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. Plansight currently has a bidirectional integration with BenefitPoint and is building additional integrations.
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