.svg)
.png)
Every renewal season, two brokers sit down with the same stack of small group renewals. One spends the evenings keying renewal rates into last year’s spreadsheet, rebuilding the client presentation group by group, and promising to look at new software once things calm down. The other sends each renewal in a single email and gets it back with current and renewal plans side by side, the presentation finished, and the marketing file ready, so the only work left is the part that needs a broker.
The difference between them is measured in hours that never come back. Every one of those renewals costs hours of rekeying, and you already know how many small-group renewals are sitting on your desk right now. The first broker is waiting for a quiet month that never comes.
Learn more about the Q4 Fast Start, a program that takes up to ten of your groups and builds them for you. It covers what the Plansight team builds, the short list of what it needs from you, what stays entirely in your hands, and why Plansight is offering it during the one quarter nobody has time to onboard.
Every broker who has looked at renewal software has had the same thought at the same moment: this looks useful, and I will deal with it after the rush. It is a reasonable call. Learning a new system means a sandbox, training sessions, and an import of your book, and none of that fits between carrier deadlines and client meetings.
The trouble is that the rush is exactly where the manual work lives. Every renewal still has to be read, compared, and turned into a presentation, and benefits teams spend 45 to 60 minutes per proposal, spreadsheeting plan documents into a side-by-side comparison. That work does not shrink because the fix got postponed. It lands on the same people who were supposed to learn the new tool.
The quarter you can least afford to onboard is the one that costs you the most to keep renewing by hand. It is also the stretch where client decisions slow down, a pattern that Plansight has broken down, showing how static spreadsheets stall renewals between HR and finance. Every change request sends someone back to rebuild.
So the Fast Start does not ask you to learn anything first. It asks for your renewals.
The program runs in four steps, and only one of them is yours. First, Plansight provisions your account, typically in 3 to 5 business days, so your agency is live in PlansightAI™ before you lift a finger. Second, you send the renewal: one email per group, with no working session required.
Third, the Plansight team runs the group through PlansightAI™. SmartSheetingAI™, the extraction engine inside PlansightAI™, reads the plan documents, extracts the current and renewal plans, and normalizes inconsistent carrier documents into a clean, side-by-side format. PlansightAI™ then assembles the client presentation and pre-builds the marketing file.
Fourth, the renewal comes back ready. You review it and decide: bind it, shop alternate plans, or send it to market with a couple of clicks. Nothing gets keyed in on your end.
You make the decisions, and PlansightAI™ does the setup. That division is the whole design. Pricing stays standard, because the Fast Start gives you time back rather than a discount. Groups are taken on a case-by-case basis, and the program fits small-group and community-rated renewals best, where volume is high and there is little room for hand-built work.
The list is short on purpose. The fastest input is the client presentation you already built for that group, because it carries the plans, the layout, and the context in one file. If you do not have that, send the current and renewal plan documents.
Community-rated groups are simpler still: send the current plans and the enrollment. Plansight already has the renewal rates, so there is nothing else to chase. It is the same path Plansight walked through in rebuilding a community-rated small group from an empty record to elected plans in force, and it is why small group fits this program so well.
Clean inputs are what make this fast. A folder containing everything you have ever collected on a group slows the build down for both sides because someone has to determine which document is current before the AI reads a word of it. Send what the renewal actually needs, one email per group, and the turnaround stays short.
One honest note: Plansight builds from the documents you and the carriers supply and does not guarantee their accuracy. If a carrier sends the wrong rate sheet, the build reflects that, which is another reason the final review stays with you.
The Fast Start changes who does the setup. It does not change who runs the relationship. Plansight is not a general agency, so the team does not request or negotiate quotes on your behalf. Your carrier relationships stay yours, exactly as they are today.
Your sign-off stays yours too. Every value the AI extracts links back to its spot in the source document, the same discipline behind renewal automation with built-in QA/QC, and you own the final review of every presentation that reaches your client. The AI does the work, and the broker approves it before any client sees it. That is how PlansightAI™ runs every day, not a caveat attached to a promotion.
Your training still matters as well. The Fast Start is a lift, not a substitute, and live sessions with a Plansight consultant remain the fastest way to learn the application. The onboarding and in-app support that make up the Plansight success journey are there when you are ready. The difference is that you start those sessions with your own groups already built, rather than with a blank account and a hypothetical renewal.
The first thing you get is renewals out the door during the worst-timed quarter of your year. Those are groups your team did not have to spreadsheet by hand, delivered to clients on schedule.
The second is a book that is loaded and organized in PlansightAI™ at the end of the season. Next year starts from a running system instead of a blank one. Your next renewal opens in an application that already knows the group, its current plans, and how you present them.
The third is a real look at the workflow on your own business, not a demo account. PlansightAI™ handles community-rated, large-group, level-funded, self-funded, and ancillary renewals, so the groups you send show you the renewal and marketing workflow end-to-end for the cases your team actually carries.
That is a more useful evaluation than any sandbox can provide. The question you need answered is not whether the software works in general. It is whether it works on your book, with your carriers, in your presentation style.
The reason is simple, and a little self-defeating. Once you see how fast the application moves, you will not want to email your renewals to Plansight anymore. Sending a group and waiting on a reply takes longer than building it yourself in PlansightAI™.
The Fast Start exists to prove that during the one quarter you cannot afford to find it out the slow way. A traditional rollout asks you to believe the time savings before you see them. This one hands you finished renewals first and lets the evidence come from your own groups.
It follows the same thinking as piloting new technology on real work instead of mandating it across the firm: judge the tool by the workflow outcome, keep a human in the loop, and expand once it has earned its place. The Fast Start is that pilot, run by the Plansight team during the stretch when your team has no hours to give it.
Availability is limited and offered on a case-by-case basis, so the earlier a renewal comes in, the sooner it goes back out. You can claim a spot through the Q4 Fast Start page.
Renewal season rewards the brokers who show up prepared: the client conversation starts early, the numbers are explained before they land, the alternatives are ready when the client asks what else is out there. None of that happens when the team is buried in rekeying plan documents into last year’s spreadsheet.
The Fast Start is not a shortcut around learning the application. It is a way to stop paying for the delay. Your team keeps every carrier relationship and every decision. The Plansight team takes the setup, PlansightAI™ does the reading and building, and you spend the hours you get back where they matter, with clients who are about to see a renewal and want someone who understands it.
Next year’s renewals will open whether or not your book is ready. The only choice is what they open into.
You make the decisions. Let us do the setup.
The Fast Start is the quickest way to see PlansightAI™ on your own groups, but it is not the only one. If you would rather walk through the renewal and marketing workflow first, from renewal open to plans in force, a Plansight consultant can show you how it runs on the groups your team carries. If you haven’t seen Plansight in action and you want to, book a discovery call with us.
At the end of the day, Plansight is more than just an application. It is a partner built with brokerages and their benefits teams in mind. Plansight is the only AI application that manages your benefits renewal and marketing workflow. It brings transparency, consistency, and time savings to every group renewal.
From SmartSheetingAI™ to RFP automation to side-by-side comparisons to the intelligence of PlansightAI™, everything we create is designed to lighten the load, reduce risk, and elevate your client relationships. Your team is your greatest asset, and Plansight is here to make sure they have the tools, insights, and support to shine.
Plansight works alongside leading General Agencies to help brokers move faster, stay compliant, and deliver a better client experience. You can explore our trusted GA partners here.
For brokers, Plansight transforms a manual, time-consuming RFP workflow into one that is faster, more efficient, and more profitable, without sacrificing accuracy or control.
