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About Plansight
We built the application we needed.
We built Plansight out of need. Nothing on the market ran a marketed renewal end-to-end, so we built it ourselves. PlansightAI™ is the only AI application that manages your benefits renewal and marketing workflows, bringing transparency, consistency, and time savings to every group renewal.
Founded 2018
Pleasant Grove, Utah
Privately held and independent
We came from the industry we are fixing
We did this work ourselves. That is the whole reason the application looks the way it does and why we stopped waiting for someone else to build it.
Brokers spend renewal season in spreadsheets, typing the same plan data three times and rebuilding the presentation every time a quote lands. There is no fast way to work a renewal with a team, and less and less time left to advise the client.
General agencies absorb that same work for every broker they support. With no single place to see which RFPs are in flight, which carriers have responded, or where a case is stuck, every status update becomes a phone call, and every new broker adds hours rather than leverage.
So we built for both. Brokers get their renewal season back. General agencies get one view across every broker they support. Employers get a benefits package someone actually had time to think about.
One company, two applications
Plansight is the company. The two things you would actually buy are below.
PlansightAI™
Runs the workflow
Your entire renewal and marketing workflow, in one application
It runs from the day the renewal opens to the day the elected plans are in force. Carrier outreach, the RFP, follow-up, proposal entry, the client presentation, and the push back into your other systems.
See how the workflow runs →SmartSheetingAI™
Does the task
Upload the plan documents. Get the data.
It reads benefit plan documents and returns normalized comparisons in Excel, plus policy audits that show where a certificate does not match what was sold. It is the engine within PlansightAI™, and you can buy it separately.
Start a 15-day trial →Who Plansight is
Plansight was founded in 2018 by a benefits broker who built what he wished he had. We are headquartered in Pleasant Grove, Utah, and everyone who builds, runs, and supports the application works in the United States.
Everything we ship comes out of working with customers and advisors across the industry. Built by brokers, for brokers, and we mean it literally.
Founded
2018, by a benefits broker
Headquarters
Pleasant Grove, Utah
Ownership
Privately held. No carrier, general agency, or broker holds a stake.
Team
All employees, development, operations, and support in the United States
Who we serve
Group benefits brokers, and the general agencies that support them
Independent, and paid by you
We sit between your brokerage and the carriers, so who pays us matters. The answer is you, and only you.
No carrier owns a piece of us
No carrier, general agency, or broker holds a stake in Plansight. We are privately held.
We are paid by the brokerage only
We never appear on an employer's 5500 Schedule A.
Carrier rates present exactly as submitted
We do not mark up, adjust, or reorder what a carrier sent you.
Your data is handled accordingly
Plansight completed a SOC 2 Type II examination covering the Security and Privacy Trust Services Criteria, with no exceptions.
The renewal has not changed in twenty years
The way a benefits renewal gets marketed and shopped has not meaningfully changed in more than twenty years. The tools got prettier. The work did not move.
This is the beginning of what is possible, not the end of it.
Run renewals as a system, not a series of one-off events.
Capture the data this industry has never held.
Let our customers decide what we build next. Much of what we ship comes straight from their feedback.
What we are building toward
Four things we hold ourselves to. They are the reason the application works the way it does.
More time
Every hour the application takes off a renewal is an hour your team spends with a client instead of a spreadsheet.
More clarity
Benefits has never had a real source of truth. Every figure should trace back to the document it came from.
More consistency
A renewal should run the same way no matter which group it is or who on your team is working it.
More insight
Your book holds answers about carriers, renewals, and clients that nobody has been able to get at. They should be a question away.