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Plansight is the only end-to-end RFP to Employer Presentation solution for insurance brokers & carriers
Learn more about the cloud-based platform that makes every part of the RFP process – from creation to presentation – faster, more efficient & more profitable
Making RFP’s faster, more efficient & more profitable for everyone
Coming from the insurance industry, our team understands the challenges of RFPs better than anyone.
Brokers spend their days in spreadsheets manually entering data and building formulas. There’s no fast or easy way to collaborate with their teams. And there’s less and less time to consult with clients and find new business opportunities.
Carriers have little insight into the bidding and renewals process. They don’t know if their quotes are being seen, if their rates are competitive, or what they need to do in order to retain and win more business.
Plansight is designed to solve these challenges – and more – by helping brokers become more efficient, providing transparency for carriers, and ultimately, delivering more value for employers.
On a mission to make the employee benefits renewal process simple & transparent
We're On a mission to make the employee benefits renewal process simple & transparent for Employee Benefit Agencies & Carriers. This is the foundation of everything we do. Itdrives our customer interactions as much as it drives our business decisions.
Constantly adapting to fit our customers’ needs
While much of what we do is informed by our own expertise and experience, we also relyheavily on customer feedback to help us continue to grow and innovate as the industryand technology changes.