The only complete end-to-end Renewal and Marketing solution for insurance brokers
Learn how Plansight can turn your RFP process from manual, time consuming & labor intensive to fast, efficient & more profitable by booking a free demo now.
Plansight makes every part of the RFP process – from creation to presentation – faster, more efficient & more profitable
Keep clients happy & make more money in less time with a comprehensive RFP solution that helps brokers:
Save 8-10 hours per Employer Renewal, on average
Streamline RFP creation with customizable templates
No more starting from scratch. Plansight provides you with customizable RFP templates that maintain consistency & 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 platform.
Finish RFPs faster with real-time collaboration
Work on the same RFP with your team at the same time. Assign tasks, send secure messages & 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
Plansight automatically formats quotes into a clear, side-by-side comparison chart, so you don’t have to manually interpret and transfer data into spreadsheets.
Cut out unnecessary steps & tools
Enter information once and that’s it. Plansight does all of the formatting, analysis & comparison for you, so 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.
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
Differentiate from competitors and win over potential clients with a tool that delivers the best available rates every time.
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.
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, your group or funding type – Plansight has your back!
Seamless integrations with other technology platforms
Plansight 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 & users, customizing your account with your branding, providing you with training that’s tailored to your needs & more.
Don’t just take our word for it
Hear from some of our amazing customers who are building faster.
"With Plansight, I've saved countless hours on renewals. It's a game-changer for brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"With Plansight, I've saved countless hours on renewals. It's a game-changer for brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner