Meet the team that’s modernizing the RFP process

Weston Lunsford
CEO
Weston brings years of experience as an operator, investor, and leader in the SaaS world.  Weston drives our vision and strategy, ensuring that Plansight remains at the forefront of innovation in the employee benefits space.
Chris Toyn
CFO
With his extensive experience in finance and accounting, Chris plays a critical role in driving our financial success and growth. His strategic insights and financial expertise enable us to make sound business decisions and optimize our operations for maximum efficiency.
Steve Overton
FOUNDER | CPO
Steve oversees all aspects of Plansight, with a particular focus on the software platform. Steve’s decades of experience in the employee benefits industry brings unrivaled insight to the product for both brokers and carriers.
David Sitterud
FOUNDER
Dave works hand-in-hand with our broker and carrier partners to ensure success on all sides. His work on both broker and carrier technologies gives our product and clients a leg up.
Nick Warner
EVP OF CLIENT SUCCESS
Nick leads our customer success team with a proven track record in onboarding and supporting clients successfully in the software world. With his expertise and dedication to our client’s success, Nick ensures that each client receives the best possible experience.
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Join the Plansight team

If you have experience in the insurance industry and are passionate about
using technology to improve lives, we’d love to meet you!
See open positions
5 min read

✨ 2024: A Year of Milestones and Innovation at Plansight

As we kick off 2025, we want to take a moment to reflect on the incredible progress we made last year—all thanks to you, our amazing community.

Your trust, feedback, and partnership drive us to keep improving, and we’re excited to share some of the highlights we achieved together:

🚀 Streamlining Your Workflow with AI

This year, we put AI to work for you, cutting out busywork so you can focus on your clients.

- PlanFacts: AI-powered document reader extracts and enters plan details instantly.

- Auto Quote Creation: Transform uploaded documents into spreadsheet-ready quotes in seconds.

🔍 Bringing Clarity to Your Day

We made managing and validating information simpler and more intuitive.

Side-by-Side Validation: Easily compare quote data with original documents in one view.

- Employer Profile Redesign: Streamlined layouts for seamless navigation of plans, RFPs, and presentations.

- General Agency Enhancements: Improved workflows to better support the unique needs of General Agencies.

⏱️ Delivering Results Faster

Creating professional presentations has never been easier.

- Auto Presentation Creation: Generate presentations as soon as quotes are received—automatically.

- Excel Export for Presentations: Export presentations to Excel for additional customization or sharing.

- Combined Cost Analysis Reports: Provide clear, comprehensive summaries your clients will appreciate.

🔮 Looking Ahead to 2025

While we’re proud of what we accomplished in 2024, we’re even more excited about what’s ahead. We’ll continue to listen, innovate, and deliver tools that make your work smarter, faster, and more impactful.

Thank you for being part of our journey. Here’s to another year of growth and success—together!

Warm wishes,

The Plansight Team

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