What brokers are saying about Plansight

This is all pretty sick so far, and I know we're just getting started but — why have we waited so long to do something like this?

I don't have to wait until I receive a renewal. I can just send these out and be more proactive. It kind of drives me to be more proactive because it's right there.

This will save us a ton of steps. Our existing platform: we get the email, we drag and drop, we review, we plug it into spreadsheets. This eliminates all of that.

The comparison is very clean and automatic, all uniform. I currently save over an Excel template every single time. If you have too many documents open, your computer crawls. Plansight eliminates all of that.

I love how it pinpointed the differences in the plans. I've seen one other system, and it didn't pinpoint that.

I can go from here's the product solution to here's the contribution analysis, and I can tweak everything right in front of the client too.

I can't stand the fact that we have to say, “We'll get back to you on this.” I would like to be able to use it when the client says, “We want to play with it.” Let's play with it right now.

I really like the fact that they can log in, upload the census, and it spits out to everybody at once. They don't have to worry about did it come in, were they off that day. It tracks it.

The spreadsheet just looked put together, looked clean. It had the current and the renewal and the dual option. And I'm tired of typing spreadsheets.

Looking at the way that yours is formatted, I like it better. It gets the job done. It's better than the manual spreadsheets I was doing.

We've had two or three carriers say that Plansight, compared to their other brokers, is in the top tier. Very easy for them.

This is incredible. I'm sold.

What I really like is when you hover over the deductible, it shows you the benefit summary. That's slick. That's a real game changer in terms of QA, not having to sit there and dig through pages for hours to find where a number came from.

Once you're in the system and just become familiar with it, it's a super quick and easy process, which is really what we're looking for.

I love the fact that it's just simple. If you want to add a new carrier, it's a name and an email. It's as simple as that.

This is so simple. And it makes a lot of sense. Let me figure out how we can start inserting this ASAP.

For someone that's newer, being able to get things out quickly and work through internal procedures can be a big, big help.

It makes more sense to me. The fast pace of it, the ability to look at it in progress instead of having to generate it, export it, look at it, then manually change it.

I can't do this the same way anymore if I'm going to be able to meet all of the deliverables. This is like an answer to prayers.

We've way outgrown our ability to do it manually. We have too many people, too many bodies, putting manual patches in play to get from one system to another to a third system.

If we don't have AI improving our workflows, we're falling behind, period.

I've been able to work on a real live client because I have an upcoming meeting I really wanted to use this tool for. I'm very excited about the capabilities and the output.

This is a home run. Concept-wise, it's a home run.

This is what they've talked about, and you guys did it. You guys beat them to the punch.

I'm done considering anything else. I want to work with you guys.

This is drastically different than it used to be. I'm impressed. I'm also impressed by the price point.

I'm in love. It would be amazing.

You guys are the first to really bring anything like this. It seemed like an inevitable matter of time. It makes sense to get on the wagon.

It's blowing my mind. This has simplified my life significantly.