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Make every part of the RFP process faster, more efficient & more profitable.
Plansight saves teams up to 10 hours per Employer Renewal. Learn how we do it by scrolling below or by booking a free demo with our team.
Create your RFP in minutes
Say goodbye to tedious RFP preparation. Our intuitive RFP Wizard helps you create comprehensive, polished RFPs quickly and efficiently, saving you hours while ensuring accuracy and consistency every time.
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No more manual data entry
No more copy-pasting! Upload your Current and Renewal Plan docs, and our AI extracts, organizes, and formats your Plan Designs automatically—ensuring
carriers get the right files for
competitive proposals.
carriers get the right files for
competitive proposals.
Build multiple plans simultaneously
Why settle for one plan when you can create many? The RFP Wizard lets you request up to 26 ancillary benefits alongside major medical —in minutes. Whether fully insured, level-funded,self-funded, or Small Group Community, you have the flexibility to meet your client’s needs.
Consistent, customizable templates
Maintain consistency across all your RFPs with our fully customizable templates. From structure and language to formatting, you can tailor your content without sacrificing uniformity or overlooking crucial details.
Collaborate with your entire team
Bring your team together, from retail brokers to general agencies and stakeholders, with just a few clicks. Collaborate in real-time, assign tasks, and track progress— all within one unified system.
A unified system for enterprise success
Centralize everything in one cloud-based platform to boost transparency, streamline collaboration, and prevent costly delays.
Automate & simplify the RFP distribution
Gone are the days of manually sending multiple emails and endless lists. Plansight’s automated RFP Distribution ensures that each carrier receives the exact documents needed— to the specific benefits you’re requesting—without you lifting a finger.
Send RFPs in seconds
Send RFPs to multiple carriers in one click! Our system auto- generates the distribution list in real-time, eliminating manual emails and scattered contacts.
Access any carrier - with no restrictions
You’re not limited by a predefined list. Connect with any carrier or invite new ones. Our high-tech, compliant platform gives you the flexibility to find the best benefits for your clients.
Get the best offer the first time - no lengthy negotiations
Our transparent marketplace drives competitive offers upfront. With optional comparisons, carriers see their rankings— without revealing competitors— boosting competition, speeding negotiations, and securing better deals faster.
Real-time insights into carrier engagement
Never wonder about RFP status again. Get full visibility into carrier actions—when it’s opened, downloaded, reassigned, or responded to. Track progress, send reminders, and manage everything from one screen.
Instantly compare quotes with no manual data entry required
With Plansight’s advanced AI, you can instantly compare carrier quotes without the work. Save thousands of hours and tens of thousands of dollars annually by letting automation handle the heavy lifting.
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Side-by-side quote comparisons, instantly formatted
As carrier proposals arrive, our AI automatically extracts, organizes, and formats quotes into your customized plan designs. With comprehensive side-by-side comparisons ready in moments, you’ll only need minimal quality assurance to ensure accuracy.
Filter, sort, & strategically model quotes
Plansight simplifies quote analysis by allowing you to sort quotes by price and benefits for quic comparisons. Easily model
enrollments and contribution
strategies without complex Excel formulas. With streamlined tools, you can create budget-friendly recommendations that meet client needs with confidence and efficiency.
enrollments and contribution
strategies without complex Excel formulas. With streamlined tools, you can create budget-friendly recommendations that meet client needs with confidence and efficiency.
Brokers save up to 10 hours per client renewal
On average, brokers save 8 to 10 hours per employer marketing event. That adds up to thousands of hours saved annually across all clients—time that can be
reinvested into strategic planning, relationship building, and business growth.
reinvested into strategic planning, relationship building, and business growth.
Quickly identify variances from current plans
Our AI-powered analysis
highlights key differences between current and proposed plans, including pricing changes, co- pays, deductibles, and out-of- pocket adjustments. Effortlessly spot discrepancies, making it easy for brokers and clients to evaluate changes and make informed decisions.
highlights key differences between current and proposed plans, including pricing changes, co- pays, deductibles, and out-of- pocket adjustments. Effortlessly spot discrepancies, making it easy for brokers and clients to evaluate changes and make informed decisions.
Impress your clients with beautiful, modern presentations
Say goodbye to the hassle of formatting Excel sheets, double- checking formulas, and struggling with pixelated logos.
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Customizable templates delivering consistent presentations
Easily create branded Client
Presentations with your logo, plan designs, and pre-formatted carrier logos. Customize on the fly— highlight, annotate, or edit—while we handle the details, saving you time.
Presentations with your logo, plan designs, and pre-formatted carrier logos. Customize on the fly— highlight, annotate, or edit—while we handle the details, saving you time.
Make adjustments in real time
Access and adjust plans in real-
time, whether on Zoom or in
person—no Excel formulas
needed. Stay focused on engaging clients and making informed decisions instantly.
time, whether on Zoom or in
person—no Excel formulas
needed. Stay focused on engaging clients and making informed decisions instantly.
Export beautiful, print- ready presentations in minutes
Generate professional, multi-page client presentations in PDF or Excel in minutes, preserving
layouts and formulas. Impress
clients with polished, print-ready
reports—effortlessly.
layouts and formulas. Impress
clients with polished, print-ready
reports—effortlessly.
Perfect for demonstrating your work & value to clients
Showcase your efforts with
detailed presentation pages and
analysis reports, including the full Market Response. Clearly
demonstrate your value and the
work behind securing the best
rates for clients.
detailed presentation pages and
analysis reports, including the full Market Response. Clearly
demonstrate your value and the
work behind securing the best
rates for clients.
Get the best rates every time
Because carriers are competing in our transparent marketplace, you'll always get the best rates and value for your clients.
Build the perfect benefits package
Say goodbye to uncertainty and “what if”. With Plansight’s
Benefits Package Builder, you can create personalized benefits
packages that align perfectly with your client’s budget and goals.
Design comprehensive, cost-effective solutions with complete
confidence.
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More comprehensive plans without extra effort
Deliver richer benefit packages without increasing time or costs for your clients. Easily shop for additional voluntary plans, boosting premiums and employee offerings without extra effort. Maximize value while elevating your service offerings seamlessly.
Unlimited scenario, built in seconds
Effortlessly mix and match coverages and carriers while viewing real-time costs—no complicated formulas needed. Create and compare unlimited,
fully presentable benefit scenarios in seconds, ensuring you find the ideal fit for your clients quickly.
fully presentable benefit scenarios in seconds, ensuring you find the ideal fit for your clients quickly.
Save time and impress clients
When clients ask “what if,” be ready with real-time, on-the-spot solutions. Confidently model different scenarios during meetings and present ready-to-authorize plans without delay. Reduce follow-up meetings,
secure faster approvals, and keep clients from seeking other options.
secure faster approvals, and keep clients from seeking other options.
Notify carriers quickly, efficiently, & securely
Stay ahead of deadlines with Plansight’s automated notification system. Ensure that Carrier Representatives receive the right information exactly when they need it—without delays or manual follow-ups.
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Automatically send secure notifications
No more endless emails or missed calls. Plansight automates RFP distributions, response reminders, and selection updates, ensuring clear, secure communication with carriers. Stay organized, boost response rates, and focus on strategic tasks.
Saves time & headache – no awkward conversations
Let carriers know if they didn’t win the business without having to contact them individually or having those “uncomfortable” conversations.
Cut manual data entry with seamless integrations & APIs
Stop wasting time on repetitive data entry. With Plansight’s direct integrations and Partner API, you can connect your systems, automate data flow, and ensure your information stays accurate and up-to-date across platforms.
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Direct integrations for seamless data sharing
Plansight seamlessly integrates with leading technology providers, eliminating manual data sharing. Connect effortlessly with platforms like BenefitPoint, Employee Navigator, and Brite Benefits. More integrations are coming, helping you streamline workflows and reduce administrative overhead.
Partner API for maximum flexibility
Plansight’s Partner API gives you control over your data. Direct it where you need it—when you need it—ensuring accuracy and consistency across all platforms. Whether you’re integrating with your current system or expanding into new technologies, our API adapts to your needs.
No restrictions on carriers, insurance types, group sizes, or funding types
It doesn’t matter which carrier you work with, what kinds of insurance you want to offer, your group or funding size – Plansight has your back!
All carriers
All insurance types
All group sizes
All funding types
General Agency support included
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World-Class, hands-on support- Tailored for your success
White-glove support
At Plansight, we’re more than a platform—we’re your partner. Our mission is to make the benefits renewal and shopping process easier, and we back that up with personalized, hands-on support. From onboarding to ongoing assistance, we’re here to ensure you achieve your goals and deliver superior client experiences.
Dedicated Onboarding Consultant
A dedicated onboarding consultant helps you create a plan, set milestones, and stay on track, ensuring a smooth transition and long-term success.
Customized training for admins & team
Your onboarding consultant tailors training to your team’s needs with 10 hands-on sessions, role-specific guidance, and confidence-building exercises. This personalized approach ensures your team is prepared to succeed from day one.
On-going support & trainings
Our support doesn't stop after onboarding. Get help anytime via phone, chat, or email, plus access to free training workshops, e-learning, and exclusive resources. Stay up-to-date, and ready to maximize Plansight.