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PlansightAI™ tracks every quote you send. You use it to retain and win more business
PlansightAI™ gives you a live view of every RFP you're part of: opened, compared, decided. It's the same application brokers and general agencies already run their renewals on.
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When it comes to bidding & renewals, carriers are always left in the dark
RFPs come in and quotes go out, but then…nothing. This lack of transparency and control around the bidding & renewals process leaves carriers wondering:
Are my quotes being seen?
Am I being presented to the client (and if yes, how)?
Is my current client shopping around?
How come I haven’t heard back? Did I lose the business?
“Not knowing” leads carriers to guess and waste time, effort, and resources
When you don’t know how you stack up against competitors, or if your existing clients are shopping around, you may be wasting time, effort, and resources on business you’ll never win, or you could lose current customers without even realizing it.
Stop wondering and
start winning with Plansight
PlansightAI™ is the ultimate AI application for carriers that tells you what’s happening with your quote, whether or not you’re competitive, and if your customers are happy.
More transparency and control around the bidding and renewals process
Get notified when there is activity on your quote
No more guessing or wondering. PlansightAI™ notifies you the moment your quote is opened, downloaded, changed, or decided.
Know when existing clients are shopping around
No more feeling blinded. Get automated alerts that keep you in the loop on existing clients so you can protect against unnecessary churn.
Control how you’re presented to potential clients
Add custom media (including text, images, or videos) at the point of sale to highlight your unique story, value props, differentiators & more.
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See exactly how you stack up against the competition
See quotes in a clear comparison chart
Know your quote will be presented alongside competitors in a clear, “apples-to-apples” comparison chart that looks great & is easy to understand.
Learn why you’re winning or losing business
And quickly make adjustments in real time. This will help keep existing clients happy while edging out competitors vying for the same business.
Quickly evaluate opportunities before investing time
Use competitive insights to focus on the right opportunities, rather than wasting time and resources on business you’re unlikely to win.
Access hundreds of companies that are looking for carrier quotes
Join the Plansight distribution list
Carriers who join Plansight get automatically added to our distribution list featuring hundreds of new and existing companies that are looking for carrier quotes.
More sales opportunities with less time & effort
Instead of having to search for sales opportunities manually, hot leads will be delivered directly to your inbox every day.
Great for growth & expansion
Whether you’re a new carrier looking to grow or an established carrier trying to expand beyond your state, being on the Plansight distribution list can help.
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Schedule your discovery call today.
Book a Discovery Call
More reasons why brokers love Plansight
Your quote will be seen, we guarantee it
When you reply to an RFP, your quote is guaranteed to be seen by brokers in a clear, side-by-side comparison chart. No more guessing or wondering.
No limits on brokers, insurance types, group sizes, or funding types
It doesn’t matter which brokers you work with or what kinds of insurance you offer. Plansight has your back!
Personalized, hands-on support during & after onboarding
Including migrating your contacts & users, customizing your account with your branding, providing training tailored to your needs, & more.
Don’t just take our word for it
Find more here.
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"