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For Benefits Brokers
From renewal open to plans in force.
A rating tool, a carrier portal, an inbox, a shared drive, and a spreadsheet. PlansightAI™ replaces all five and runs the renewal end-to-end. Your team reviews, advises, and decides.
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The work has not changed in twenty years.
A benefits team runs every renewal across a rating tool, a carrier portal, an inbox, a shared drive, and a spreadsheet. Nothing carries forward. The same plan data gets typed three times.
Every renewal season, the people who should be advising clients spend it on data entry.
What that costs a benefits team
Every proposal gets retyped
Carriers never quote apples-to-apples, so someone has to read each proposal and spreadsheet it by hand. 45 to 60 minutes per proposal, every proposal, every group.
Quality depends on who is doing it
Two account managers build two different renewals. The client sees whichever one they happened to get.
The certificate does not always match what was sold
Checking it by hand takes 20 to 30 minutes per plan, so it often goes undone. The broker sold the plan, not the carrier, and the brokerage carries the liability.
The best data in the business disappears
Which carriers were solicited, who quoted, who declined and why, and at what premium. It is born in an email and buried in a client folder as PDFs.
The fully automated renewal lifecycle.
Ten steps from renewal open to plans in force. The broker reviews, advises, and decides. The AI does the rest. On a marketed large group that turns 12.5 to 18.5 hours into 2.5 to 3.5. Click any step to see where the time goes.
See the lifecycle in a demoStart the renewal
Today
15 to 30 min
With PlansightAI™
None
The AI surfaces the group on the dashboard based on your rules. Five months out for large group, three for small, or a window you set per client.
Spread current and renewal
Today
45 to 60 min
With PlansightAI™
Under 5 min
The carrier's renewal arrives via a Plansight link and is filed automatically. The AI reads it, normalizes it against the current plan, and builds a client-ready renewal presentation in your format.
Build the RFP
Today
60 to 90 min
With PlansightAI™
5 to 10 min review
If you are going to market, the AI drafts the RFP and gathers the documents the moment the renewal lands. Each carrier gets the package that matches what they quote.
Distribute and follow up
Today
30 to 50 min
With PlansightAI™
10 to 15 min
Distribution is one click. The AI tracks every carrier as delivered, downloaded, quoted, or declined with a reason, follows up on your rules up to three times, then hands you a task to pick up the phone.
Enter carrier proposals
Today
45 to 60 min per proposal
With PlansightAI™
10 to 15 min QA per proposal
Carriers upload by link. The AI files each proposal, links it to the RFP, reads it, normalizes it, and adds it to the side-by-side ranked low to high. This is the largest block of manual time in the cycle.
Finalize the presentation
Today
45 to 60 min
With PlansightAI™
15 to 20 min
The presentation builds itself against your templates and is print-ready the moment a proposal lands. Your team still builds the recommended packages. It just does not do the math.
Client review and what-ifs
Today
20 to 40 min per scenario
With PlansightAI™
5 to 10 min per scenario
Every page recalculates live when the client asks what if. Raise the deductible in the room and the whole presentation follows.
Select and bind plans
Today
20 to 30 min per plan
With PlansightAI™
5 min per plan
Plans are selected with a click, and you approve. The AI notifies the winning and losing carriers and pushes elected plan data to BenefitPoint, Employee Navigator, Brite, and the open API. Double entry goes away.
Audit the policy
Today
20 to 30 min per plan
With PlansightAI™
Under 2 min per plan
SmartSheetingAI™ audits the certificate the carrier issued against the proposal they sold. Every variance links back to the document, and the ones you flag roll into a report for the carrier or the client.
Start the next cycle
Today
30 to 40 min
With PlansightAI™
None
Next year's presentation was populated the moment this year's plans were selected. The cycle starts on its own, half-built.
Nothing reaches a client until a person approves it.
Every AI output writes in pending status and routes to a named reviewer. Every extracted value carries a clickable link to the exact spot in the carrier's document it came from, so QA is a glance instead of a re-read.
94.79%
Field-level extraction accuracy against human-verified ground truth, Q3 2026. Measured the same way every quarter and published.
SOC 2 Type II
Security and Privacy. HIPAA aligned with a BAA, AES-256 at rest, TLS 1.2+, SAML SSO, AWS US regions.
Your data stays yours
It is never used to train models or shared with another brokerage, and you can export all of it at any time at no cost. Staff, development, and infrastructure are all United States-based.
A renewal is a process. A document is a task.
Take the whole workflow, or just the part your team is doing by hand today.
PlansightAI™
Runs the workflow
Every group in your book, from a 10-life community-rated group to a 5,000-life self-funded account, across every product. Renewal open through plans in force. Provisioned in 3 to 5 business days, and your team runs renewals the day the account is live.
See how the workflow runs →SmartSheetingAI™
Does the task
Upload one proposal or five at once. The AI extracts and normalizes the data and returns a side-by-side in Excel in your template, ready to paste into your client presentation. Nothing to implement and no workflow to change, which matters when the work is already stacked up.
Start a 15-day trial →Run one renewal with us.
The best benefits brokers aren't navigating AI alone. Neither should you. One group is enough to start.
Book a Discovery Call
Don’t just take our word for it
Find more here.
Brokers
Frequently Asked Questions
10 to 15 hours on a marketed large group, 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 business that is weeks of capacity every renewal season, 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.
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.
Plansight has completed a SOC 2 Type II examination covering Security and Privacy. Your data is encrypted in transit and at rest, and it is never shared with or used to train third-party AI models.
That last point is the one that matters most with AI. Plansight runs purpose-built models inside encrypted, isolated environments. Carrier documents, census files, and plan data never pass through general-purpose tools like ChatGPT or Gemini, which are not HIPAA-compliant and were never designed to hold protected health information.
If your IT or compliance team needs documentation before you move forward, let us know what they need, and we will provide it.
PlansightAI™ is designed for employee benefits brokers of all sizes, from individual producers managing a book of business to large national agencies. PlansightAI™ 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™ integrates bi-directionally with BenefitPoint and connects with Employee Navigator, Brite, Ideon for small group rates, and an open REST API.
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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.
See it on a group from your own book.
Thirty minutes, one real renewal, from the day it opens to the client-ready presentation. Your renewals, not our slides.