Work Efficiently
Cut your time on RFPs by up to 60%.
With our RFP Builder, the process is effortless.
And with one-touch Distribution, your RFP will reach every applicable carrier in a snap. With Plansight, you can generate RFPs quickly. With a one-touch distribution system to request bids from all applicable carriers.
Be Consistent
Hand-drafted spreadsheets are the bane of your existence - and the source of many errors.
Say goodbye to duplicated efforts and reduce your errors overnight by getting Plansight.
With our all-in-one platform, you will achieve consistency with the look, completeness and accuracy of your RFPs and presentations, every time, with less effort.
Champion Transparency
With Plansight, you'll facilitate a multi-round, transparent quoting process for your clients.
Our platform, brings options into clear view, enabling brokers and carriers to achieve better outcomes for employers.
Present Beautifully
Wow your clients with beautiful custom presentations.
Make highlights of what's important and post comments on bids to walk your clients through their best options. Agency branding built in, with custom review and displays for every employer presentation.
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Plansight makes it easy to create, bid and execute employee benefit packages.
Generate RFPs, manage carrier bids, and create beautiful employer presentations all in one place.