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One AI Application for Every Renewal, Start to Finish
PlansightAI™ is the only AI application that manages the benefits renewal and marketing workflow. Our AI handles the prep work behind each group renewal, so every account gets the proactive treatment that only your largest ones get today.
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One application, from first carrier outreach to final presentation
The AI does the work at every step. Here is what comes off your team's week.
Save 5+ hours per Employer Renewal, on average
Streamline RFP creation with customizable templates
No more starting from scratch. PlansightAI™ provides customizable RFP templates that ensure consistency and accuracy while saving you time.
Send multiple RFPs with one click
Forget sending individual emails that can get lost or are difficult to track. With Plansight, you can distribute your RFP to all carriers with a single click and track their status in a single application.
Finish RFPs faster with real-time collaboration
Work on the same RFP with your team simultaneously. Assign tasks, send secure messages and track progress, all from a single, shared, cloud-based location.
Eliminate manual data entry & duplicate work
Compare quotes side-by-side without manual data entry
PlansightAI™ automatically formats quotes into a clear, side-by-side comparison chart, so you don’t have to interpret and transfer data into spreadsheets manually.
Cut out unnecessary steps & tools
Enter information once, and that’s it. Plansight handles all formatting, analysis and comparison for you so that you can eliminate redundant steps and tools.
Fewer errors or inaccuracies
Less manual data entry for you means fewer errors and more confidence during client presentations.
Keep current clients happy with less time & effort
Get the best available rates every time
Because our transparent marketplace incentivizes carriers to submit their most competitive offers, you’ll get their best rates every time.
Send quotes to clients with lightning speed
No manual data interpretation or entry means you can quickly evaluate quotes and send the best options to your clients within seconds.
Showcase your work with beautiful client presentations
Display the best options while highlighting the value you bring to clients with professional presentations that take just minutes to generate.
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Sell faster & with more confidence
Renew existing clients in seconds
With a single system of record, you’ll have all historical data in one clean, organized place so every renewal goes smoothly and there’s less risk of churn.
Stand out when pitching new business
Enter information once, and that’s it. Plansight handles all formatting, analysis, and comparison for you, eliminating redundant steps and tools.
Offer more comprehensive plans without extra time or effort
Shop additional rates and offer clients complete insurance packages without spending more time or losing business to another broker.
Schedule your discovery call today.
Book a Discovery Call
More reasons why brokers love Plansight
No limits on carriers, insurance types, group sizes, or funding types
It doesn’t matter which carrier you work with, what kinds of insurance you want to offer, or your group or funding type; Plansight has your back!
Seamless integrations with other technology platforms
PlansightAI™ integrates seamlessly with your existing tools and can be automatically connected for you so there’s no delay or downtime.
Personalized, hands-on support during & after onboarding
Including migrating your contacts and users, customizing your account with your branding, providing training tailored to your needs and more.
Don’t just take our word for it
Find more here.
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"
Brokers
Frequently Asked Questions
5+ hours per 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. Our AI does all four. Across a book of 50 groups, that is most of a working month, and it is what makes the proactive call six months out affordable for every client instead of your largest ten.
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SmartSheetingAI™ is the ingestion step. It reads carrier proposals, normalizes the data, and maps it into a clean side-by-side against your plan designs. Click any extracted number, and it takes you to the exact spot in the source document, so QA is a glance instead of a re-read. It is also sold on its own, for a broker who wants the spreadsheet work gone without moving the whole renewal into PlansightAI™.
The comparison builds itself as proposals arrive. Each one is extracted, checked, and mapped into your plan designs, ranked low to high, with every deviation from the current plan flagged. By the time the last carrier responds, the side-by-side is finished, and the presentation is already built on it. Nothing is waiting for you to start a spreadsheet.
The comparison builds itself as proposals arrive. Each one is extracted, checked, and mapped into your plan designs, ranked low to high, with every deviation from the current plan flagged. By the time the last carrier responds, the side-by-side is finished, and the presentation is already built on it. Nothing is waiting for you to start a spreadsheet.
Yes. Plansight handles all parts of your marketing and renewal events end-to-end. One of the things we regularly hear feedback on is the beautiful client-ready presentations that are automatically generated as different quotes come in and are reviewed.
PlansightAI™ is designed for employee benefits brokers of all sizes, from individual producers managing a book of business to large national agencies. The platform is especially impactful for brokers who manage 20 or more employer groups, handle multi-carrier renewals, or want to eliminate manual spreadsheet work. Brokers working with general agencies also benefit from the shared workspace and collaboration features.
Yes. There is no panel and no restriction by size, region, or product type. If a carrier is not in the system yet, you invite them, and they are in the market that day. All lines of coverage, all group sizes, and all funding types, including fully insured, level-funded, self-funded, and small-group community-rated.
PlansightAI™ helps brokers win new business in several ways:
1. Faster turnaround. You can respond to prospects with fully formatted quote comparisons and presentations within hours, not days.
2. Professional output. Branded client presentations are generated automatically, showcasing the depth of your market analysis.
3. Modeling capabilities. Plansight allows you to model different contribution levels and scenarios on the spot rather than creating follow-up meetings.
4. Comprehensive packages. The Benefits Builder lets you offer complete insurance packages including voluntary benefits, making your proposal more compelling than competitors who only quote medical
No. PlansightAI™ runs the marketing and renewal workflow. It complements your existing agency management system (such as BenefitPoint, Applied Epic, or others) by handling the marketing and renewal processes and syncing data back. PlansightAI™ currently has a bidirectional integration with BenefitPoint and is building additional integrations.
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PDFs and Excel files, including SBCs and plan summaries. Drop the file in, and the AI pulls the plan details out in a structured format, with every value traceable back to the page it came from. Word support is in build.
Click any number in the comparison, and it takes you to the exact place in the carrier's document it came from. Nothing in the application is a figure you have to take on faith, which turns QA into a glance instead of a re-read. It is also the answer to the black-box question that a client or a compliance team will eventually ask you.
Medical, including HDHP, HMO, PPO, and EPO plans, dental, and vision. Basic life, voluntary and supplemental life, AD&D, short-term disability, and long-term disability. Accident, critical illness, hospital indemnity, pet insurance, COBRA administration, telehealth, organ transplant coverage, identity theft protection, legal plans, student loan assistance, financial wellness programs, and other worksite and voluntary products, up to 26 ancillary lines in total. HSA, HRA, and FSA accounts are included in the comparison as benefit lines. If you're looking to quote or manage employee benefit options that aren't listed, contact the Plansight team directly to confirm support. The application's architecture is modular, so new products get added regularly.
Onboarding happens in two phases.
First, we work with your designated Champion over 3–5 business days to set up your environment, including your book of business, branded templates, carrier routing, and user accounts so that everything is ready before your team ever logs in.
Second, your team joins live, guided sessions in which they run actual client renewals in PlansightAI™ with an onboarding consultant. No demo accounts or slide decks. We're doing real work on real clients from day one. Onboarding is complete when your team is running renewals independently, not when a session count is hit.
Our Support Team is extremely responsive. Our goal is for our customers to quote in the PlansightAI™ application every day seamlessly. When an issue arises, or your team has a question, we have readily available walkthroughs and customer support representatives.
PlansightAI™ is custom-priced based on the size and complexity of your book. Book a discovery call and our sales team will help you choose the plan that best fits your needs. If you want the AI extraction and side-by-side capabilities without moving your whole renewal workflow over, SmartSheetingAI™ is available on its own, with plans and pricing published and no call required to get started.