What’s New at Plansight

General Agencies (GAs) have a lot on their plate with the need to act quickly, support multiple brokers, manage numerous renewals, and provide consistent, accurate results for each case. Plansight empowers GAs to overcome the inefficiencies of manual tracking and disparate systems. By leveraging AI for proposal building, integrated QA checks, pre-branded presentations, and real-time RFP tracking, GAs can reduce manual rework, increase accuracy, and strengthen their strategic value to brokers and carriers.

Plansight helps brokers break free from outdated sales playbooks by enabling the consistency, clarity, and process producers need to grow. In this Benefits Broker Boost episode, Adam Smith and sales coach Andy Neary highlight why modern producers struggle when relying on cold outreach alone and how awareness, personal brand, and repeatable habits now drive real pipeline.

Plansight solves the problem of fragmented broker tech stacks by providing key integrations that bridge disconnected systems. The platform eliminates manual data transfer and rework by pulling live census data for accurate quoting and seamlessly syncing final sold plans back into ben-admin and agency management platforms. This creates a unified workflow that reduces repetitive tasks, ensures cleaner data, and delivers a smoother experience for the broker and the employer.

Brokers are entering a new era where social selling, personal brand, and pattern disruption are the keys to growth. This Benefits Broker Boost episode highlights why brokers must adopt targeted, omni-channel sales and marketing strategies. By focusing on high-touch engagement and content that teaches, not tells, brokers can build their "moat", measure success by revenue, and avoid being left behind in the evolving InsurTech landscape.

AI-driven renewal automation is fundamentally changing how brokerage teams work by reducing the risk and time sink of manual data entry. By instantly automating data intake, validation, and quality control (QA/QC), brokers can cut hours of tedious work, reduce liability from errors, and create a stronger, more confident foundation for client relationships.

Brokers are entering a new era where education, transparency, and data clarity set the leaders apart. This episode highlights why traditional quote and pray models fall short and how employers respond when advisors show up with real strategy instead of noise. With rising costs and growing confusion around healthcare, brokers need better workflows and smarter tools that simplify decisions so they can focus on guidance, relationships, and measurable savings.

Join the Benefits Broker Boost Podcast as Adam Smith sits down with Chris Pierron, a benefits advisor with over 15 years in the industry, to discuss a fresh approach to client relationships, one that trades cold calls for connection and transforms employee wellness from a checkbox into a movement.

Healthcare costs are spiking through 2026 and 2027, forcing brokers to handle renewals with greater speed and accuracy. This article breaks down the latest data and shows how Plansight's automation helps you scale smarter and protect client relationships in a volatile market.

Frustration with outdated renewal processes led to the creation of Plansight, a platform built by brokers to bring order, automation, and accuracy to the benefits industry. This article shares how co-founder Steve Overton turned decades of brokerage pain points into innovation that helps firms streamline renewals, eliminate manual work, and focus more on clients.

Discover how Plansight is transforming the broker experience with faster workflows, seamless integrations, and tools built directly from broker feedback. Learn what’s new and how these updates help you move from RFPs to client-ready presentations in record time.

The brokerage industry is at a major turning point due to rising healthcare costs and client demands. See why brokers must rethink their processes and adopt more innovative tools to evolve from data managers into strategic partners. Technology must eliminate repetitive, manual work so brokers can focus on strategy, relationships, and driving client outcomes.

See how WD & Associates used Plansight to streamline renewals, cut manual work, and expand their coverage offerings, transforming their process from spreadsheets to smart automation.

AI is changing brokerage—making renewals faster, data cleaner, and client work smarter. See how top firms are using it to scale safely and win more business.

The promise of AI is undeniable. For brokers, it offers the ability to scale without adding headcount, reduce errors in complex renewal work, and free up valuable time for client relationships. But AI is not magic. It is not always accurate, and it does not carry accountability for mistakes.

Not all AI is created equal, and not all of it is safe for brokerages. In this post, we break down the risks of public AI tools, the limits of self-hosted models, and why industry-specific solutions like PlansightAI are the smart path forward. Learn the key questions to ask before choosing an AI provider and how to keep your client data protected while scaling smarter.

AI doesn’t have to replace the people who make your brokerage successful. In this post, we share 5 practical ways to combine AI with human expertise so your team can spend less time buried in spreadsheets and more time building client relationships. See how Plansight helps brokers strike the right balance and unlock growth.

Discover how brokers can combine human relationships with intelligent automation to reduce manual work, strengthen client connections, and future-proof growth, featuring insights from Weston Lunsford, CEO of Plansight, on Vertafore’s VIP Podcast.

PlansightAI is transforming how brokers handle complex insurance documents. This AI-powered tool reads, extracts, and organizes plan data from carrier proposals, SBCs, and policies, turning hours of manual work into minutes. With built-in quality checks, support for multiple product types, and new disability plan recognition, it delivers cleaner, faster, and more accurate comparisons while reducing risk. Designed to fit seamlessly into broker workflows, PlansightAI helps teams handle more work without adding headcount.

Managing life and AD&D insurance just got easier. The latest PlansightAI update recognizes eight core coverage types—including class-based plans—so brokers can process complex documents faster, with fewer errors. With new disability support and upgraded parsing for medical and dental, it’s a smarter, more efficient way to handle even your toughest cases.

Brokers are under pressure to deliver faster, more accurate renewals and RFPs, but outdated spreadsheets and manual processes are slowing them down. Discover how Plansight’s modern platform uses automation and AI to streamline workflows, cut errors, elevate client presentations, and help agencies scale with confidence.

This article explores how SmartSheeting AI™ by Plansight is transforming the way brokers handle carrier quotes, eliminating manual spreadsheeting, reducing errors, and helping teams reclaim valuable time. With AI adoption on the rise in the benefits industry, brokers who modernize now will gain a serious edge over the competition.

In here we cover the latest small but impactful updates in Plansight, designed to help you save time and improve efficiency. These enhancements won't change your current process but will enhance your experience and speed while navigating the platform. Watch to see how these updates make managing your work even smoother!

Plansight’s latest updates simplify your workflow. The All-New Marketing Technology streamlines RFPs and proposals, while Employer-Level Enhancements keep plans market-ready. Enjoy polished Excel client presentations and save time with an upgraded, smarter Planfacts AI.

We’ve updated Plansight’s navigation to make your experience simpler, faster, and more intuitive—laying the foundation for the exciting new features coming in 2025. These changes will help you get more done with fewer clicks.

2024 was a transformative year for Plansight! From AI-driven tools to streamlined workflows, we delivered smarter solutions to simplify your day. Take a look back at the highlights that made a difference—and get ready for what’s coming in 2025.