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
3 min read

Revolutionizing Efficiency.
The Future of Marketing & Presentations is Here.

We’re always looking for ways to make your experience in Plansight as seamless and efficient as possible. That’s why we’re excited to announce updates to the Marketing and Presentations in the system!

Feature Highlights:

1. Excel Client Presentation

• Download formatted client presentations in Excel with the same polished look you’ve come to expect.

• Ideal for sharing and presenting with flexibility and style.

2. Plan Groups and Classes on the Employer Profile

• Users can now group multi-option plans directly at the employer level, ensuring they’re always market-ready and presentation-ready.

3. All-New Marketing Technology

• A step-by-step guide for distributing RFPs and managing proposals without distractions.

• Designed for ease, clarity, and an effortlessly intuitive process.

4. Planfacts AI Upgrade

• Enhanced document reading capabilities to save time and reduce manual data entry.

• Leverage AI to work smarter and achieve more.

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Be the First to Experience the Future

Don’t wait—get ready to explore these groundbreaking updates on January 29th.

👉 Log In to Your Plansight Account

OR

📅 Schedule a Demo

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We’re committed to making Plansight smarter, faster, and more powerful for you, and this is just the beginning.

Your Feedback Matters:

We’d love to hear what you think! After exploring the new features, share your thoughts with us.

Thank you for being part of the Plansight community. Here’s to an exciting 2025 ahead!

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