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.

Build current, renewal, and proposal
plans with AI
Reduce manual tracking of RFP status across all employer groups
Create pre-branded presentations in minutes
Give brokers and GAs a shared workspace when needed
Book a Discovery Call
Book a Discovery Call
AssuredPartners
OVD Insurance
Trucordia
Intrepid
HILB Group
LP Insurance

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.

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

Hear from some of our amazing customers who are building faster.
Find more here.
"We had a brand new client come through and send an email saying this is the nicest output and presentation they've seen from a broker."
Account Manager
Hub International
"The RFP goes out to the carriers I select, and it just starts pulling it all together. All I have to do is download it and throw it into our PowerPoint, and we're good to go."
Account Manager
Baldwin Group
"Now we can add 15 groups and we don't have to hire anyone else."
Principal
Tex Cap Insurance
"I love the fact that it's just simple. If you want to add a new carrier, it's a name and an email. It's as simple as that."
Strategic Benefits Consultant
Alliant Insurance
"I've never seen carrier data consolidated like this; it will materially improve our negotiations with carriers."
Principal
Leading Independent Brokerage
"We've had two or three carriers say that Plansight, compared to their other brokers, is in the top tier."
Account Manager
HUB International
"One of the single biggest levers on EBITDA in a brokerage."
Leadership
Leading Independent Brokerage
"Plansight saves us a ton of steps. Our existing platform: we get the email, we drag and drop, we review, we plug it into spreadsheets. This eliminates all of that."
Account Manager
Regional Insurance Agency
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
Linda Torres
Brokerage Team Lead

Ready to take back your renewal season?

Schedule your personalized discovery call today and discover how Plansight can empower your team to achieve new levels of success.
Watch a Demo