Customer Spotlight: WD & Associates

Executive Summary

Headquartered in East Providence, Rhode Island, WD & Associates partners with employers to educate them on the ever-changing health insurance landscape and support employees as they navigate the complexity of coverage.

When WD & Associates rolled out Plansight across its agencies, their team was eager to adopt. They saw immediate value in prebuilt ACA plan designs, global plan templates, and integrated RFP distribution. The result? A faster, more accurate quoting process that saves hours during renewal season, improves consistency, and enables the agency to present more lines of coverage with confidence.

While adoption took time, the agency is now leveraging Plansight to reduce manual work, eliminate spreadsheet bottlenecks, and give its account managers a more user-friendly system. With AI features like benefit summary reading and integrations with BenefitPoint, the team continues to unlock new efficiencies and strengthen client relationships.

Jonathan Delmage is the Vice President of Operations at WD & Associates, based in East Providence, Rhode Island. With over eleven years of experience guiding large and mid-sized employer groups through the challenges of health insurance, Jon has focused on helping clients explore alternative funding strategies while ensuring employees feel supported in navigating their coverage. Jon has been instrumental in bringing Plansight into WD & Associates, championing its adoption and guiding his team through the transition. His leadership has helped the agency save time during renewals, expand the lines of coverage they present, and deliver a more consistent and professional experience to clients.

About WD & Associates

• Headquarters: East Providence, RI
• Group Size Focus: Large and midsized
• What They Do: Educate employers on insurance strategies with an emphasis on alternative funding. Support employees in navigating coverage and making informed health plan decisions.

The Challenge

Before Plansight, the agency relied on an in-house Excel tool to quote ACA plans. While efficient for simple renewals, it left gaps:

• Every ACA plan had to be rebuilt each Q4, their busiest time of year.
• Level-funded and large group plans required case-by-case buildouts and double-checks.
• Their quoting tool only supported Medical, Dental, and Vision, limiting their ability to present ancillary lines.
• RFP management relied on email back-and-forth, creating inefficiencies and blind spots.

‍The team needed a system that could streamline quoting across all lines, reduce redundant work, and make it easy to showcase ancillary proposals.

The Solution: Plansight

After demoing the platform, the agency recognized key benefits that stood out:

• Prebuilt ACA Plans & Global Templates – Save once, reuse across renewals.
• Expanded Coverage Lines – Medical, Dental, Vision, Life, Disability, and more.
• Integrated RFP Distribution – Direct carrier communication with status tracking.
• AI-Powered Plan Reader – Automatically extracts and structures benefits for review.

The ability to save level-funded plans as templates was a game-changer. What once required repeated manual entry could now be built once and reused, dramatically reducing time spent on renewals.

Results So Far

Since adopting Plansight, the agency has seen measurable improvements:

• Time Savings: Fewer hours spent rebuilding ACA plans and double-checking renewals.
• Expanded Offerings: Ability to present ancillary lines they previously overlooked.
• Accuracy: Reduced risk of errors through structured data and AI-driven QC.
• AMS Integration: Plansight-to-BenefitPoint sync eliminates duplicate data entry.

While some clients preferred the old proposal format, most appreciate the more professional look and faster turnaround.

Advice for Other Brokers

The team encourages new users to take a phased approach:

"Walk, crawl, then run. Start with the basics, get comfortable, and layer on more features over time. Trying to do it all at once can overwhelm staff."

They also highlight Plansight's ongoing innovation and support:

"The improvements we've seen in just a year have been remarkable. The Plansight team listens, communicates what's next, and continues to deliver features that save us time and help us grow."

Looking Ahead

With Plansight's AI features and integrations improving rapidly, the agency is optimistic about even greater time savings ahead. From automated benefit summaries to smoother renewals, they see Plansight as a long-term partner in delivering better service to clients and scaling their business without adding headcount.

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