Balancing AI and Human Capital in Brokerage Teams: 5 Practical Tips

Executive Summary

Brokerage teams know the grind: renewals, RFPs, and proposals can consume hours of manual work. AI has become a popular solution, but many worry it will replace the people who bring real strategy and relationships to the table.

At Plansight, we believe AI should act as an ally, not a replacement. The right balance frees up your team to focus on clients while letting technology handle repetitive, time-consuming tasks.

Here are five practical ways to make AI and human capital work together.

The Challenge

Manual work has always been one of the most significant burdens for benefits teams. From cleaning up carrier proposals to building side-by-side comparisons, these tasks divert your team's attention away from the conversations and strategies that clients value most.

AI can help, but only if it's used in the right way. If applied poorly, it feels like it's replacing

people. If applied thoughtfully, it becomes the assistant every team member wishes they had.

5 Tips for Balancing AI with Human Capital

1. Automate the busy work

Let AI handle repetitive tasks, such as data entry, formatting, proposal generation, and quote processing. This gives your benefits team more bandwidth to focus on higher-value strategy and client relationships.

2. Keep humans in the decision-making role

AI can process data, but your benefits team should be the one to interpret it, provide context, and guide clients. This ensures that clients continue to view your team as trusted advisors.

3. Flag deviations to keep your team at the forefront for client discussions

AI is excellent at identifying outliers and discrepancies that might otherwise go unnoticed. By automatically flagging deviations in proposals, pricing, or plan details, AI ensures that your benefits team is armed with the information they need before entering client conversations. This positions your team as proactive advisors who identify risks early and bring clarity to the discussion.

4. Free up time for relationships

Every hour saved with automation is an hour you can spend strengthening client relationships or strategically growing your block of business. For larger teams, that might mean exploring voluntary benefits and worksite products that increase satisfaction, boost retention, and open new revenue opportunities. The better the balance, the stronger the outcomes for both clients and your firm.

5. Position AI as an assistant

The language matters. When you frame AI as the "assistant," your benefits team feels supported rather than threatened. Technology takes on the tedious work while your team stays at the center.

Why Plansight?

Plansight was built to strike this balance for benefit brokers. Our platform helps automates renewals, RFPs, and proposals so your team doesn't have to. Instead of hours in spreadsheets, your team gets clear, ready-to-use outputs they can bring directly into client conversations.

It's not about replacing human capital. It's about giving your team the tools to do their best work.

Introducing PlansightAI

PlansightAI takes these principles to the next level. It goes beyond automation by acting as a constant support system for your benefits team.

Think of it as the colleague who never sleeps. It helps your team avoid mistakes, saves valuable time, and equips them with insights they can bring into every client meeting. Most importantly, PlansightAI is not here to replace human expertise. It's here to empower it. Your team stays in control, armed with the tools they need to be more strategic, more efficient, and more impactful.

Ready to See It in Action?

Plansight can help your brokerage team spend less time in spreadsheets and more time with clients. Schedule a discovery call with us to see how balancing AI and human capital can transform your workflow.

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