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Build beautiful automated benefits presentations in minutes
Customized branded presentations in minutes. Create your team's preferred templates and let workflow automations and AI do the rest.
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The only platform that turns your quotes into polished, client-ready employer presentations, automatically.
Plansight is built to help you operate with greater speed, efficiency, and scalability.
Presentations, done for you
Faster turnarounds
Turn around marketing, renewals, and proposals quickly so your clients see you as a responsive and reliable partner.
Beautiful output
Deliver polished, branded presentations that make your insights stand out and help brokers win trust with their clients.
Consistent every time
Use structured templates and repeatable workflows so every group receives the same level of quality, clarity, and accuracy.
Less manual work, more wins
Build more presentations without more staff
Eliminate the administrative burden of spreadsheeting quotes, allowing your internal team to focus on client retention and growth.
Win more business
Quote the market more thoroughly and model contributions scenarios on the spot allowing your team to win more business.
Cut hours of formatting
Equip your team with a pre-built, automated renewal system, reducing the time and resources your agency spends on training and setup.
On-brand and accurate
Standardize every presentation
Standardize how your entire team builds, markets, and renews for clients so you can scale efficiently without sacrificing quality.
Improve accuracy with AI
Use AI assisted plan building and integrated QA checks to eliminate manual errors and reduce errors and omissions risks
One source for every plan detail
View the status of every RFP, renewal, and carrier response from a single dashboard, giving your team the clarity needed to manage volume and respond quickly.
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Schedule your discovery call today.
Book a Discovery Call
More reasons brokers choose Plansight for presentations
Freed-up time to focus on clients, not slides
When the manual work disappears, your team can focus on advising brokers, shaping plan design strategy, and offering insights that build long-term loyalty. This shift moves you from commodity support to a partner they rely on for expert guidance.
Seamless onboarding and training
Get your entire broker network up and running quickly with dedicated training resources that ensure platform adoption and consistency from day one.
Clean, client-ready presentations
Access powerful reports that show where your business is growing, which carriers are performing well, and where your agents need additional support.
Don’t just take our word for it
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"