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Run every benefits renewal in a fraction of the time
Streamline quoting and oversee renewals across all of your employer groups, all in one platform.
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The only platform that takes renewals from carrier RFP to a client-ready presentation, without the manual spreadsheets.
Plansight is built to help you operate with greater efficiency, accuracy and scalability.
Renewals, done faster
Faster turnarounds
Turn around marketing, renewals, and proposals quickly so your clients see you as a responsive and reliable partner.
Clean comparisons
Deliver polished, branded presentations that make your insights stand out and help win trust with your 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
Handle more renewals without more staff
Eliminate the administrative burden of extracting data from quotes and spreadsheeting, allowing your internal team to focus on recruiting and growth.
Improve carrier placement
Provide carrier partners with an easy to use platform interface, leading to quicker turnaround times and improved success rates.
Cut hours of data entry
Equip new team members with a pre-built, automated renewal system, significantly reducing the time and resources your agency spends on training and setup.
Control and accuracy
Standardize every renewal
Standardize how everyone builds, markets, and renews 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 the risk of churn tied to inaccurate plan designs.
See every renewal in one place
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 renewals
Freed-up time to focus on clients, not spreadsheets
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!"