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The latest Plansight enhancements focus on reducing administrative friction by automating renewal workflows, generating intelligent RFPs, and enabling flexible multi-benefit elections. By leveraging AI to read renewal documents and removing rigid step-by-step requirements, Plansight is minimizing manual data entry, allowing you to focus on strategic consulting.
We’ve introduced a dedicated Renewal Column on the customer dashboard to provide immediate visibility into plan timelines. The process of adding a renewal has been streamlined into a simple “Available Action”:
Once a renewal is added, Plansight does the heavy lifting in the background.
Instant Presentation Building: The system automatically builds your presentation when you update your renewal, linking your current plans and the new renewal options.
AI Document Reading: Our AI interprets the information from your uploaded documents. You simply confirm the data and hit save; the renewal is already built into the process.
The RFP process is now much faster, particularly for lines of coverage that you are not shopping.
Selective Marketing: You can choose exactly which lines you want to take to market.
Skipping Unnecessary Steps: For benefits you aren’t going to market for, the system intelligently updates the RFP list so you can skip past those tabs entirely, moving directly to distribution.
One of the most requested updates is the overhaul of the election process within the Benefit Builder.
Elect the Entire Package: Instead of electing benefits one at a time, you can now build a combination of benefits, including renewals or alternates, and elect the entire package at once.
Real-Time Budgeting: As you make selections via new dropdown menus, Plansight builds your budget in real time based on total cost and contribution modeling.
We know the insurance world is unpredictable, and clients often change their minds.
Removing “Lock-outs”: Previously, updating elections could be a rigid process. Now, you can return to an elected package, swap a carrier (e.g., switching from Beam to Guardian), and re-elect the package instantly.
No More Deadline Restrictions: We have removed the restriction that prevented elections from being made before an RFP deadline. As long as a quote exists, you can elect it at any time.
Plansight continues to expand its ecosystem to integrate with your existing tech stack.
CRM & AMS Connectivity: We are currently in discussions with Applied Epic regarding API integrations, adding to our existing capabilities with BenefitPoint and Employee Navigator.
Contextual Training: To help you master these new workflows, we’ve updated our Training Hubs. You’ll find resources within the app that are geographically placed to give you the right training at the right time.
These updates are more than just new features; they represent a fundamental shift toward a more automated, flexible user experience. By slashing the time spent on administrative tasks, Plansight empowers brokers to deliver results faster than ever before.
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 software. It is a partner built with brokerages and their benefits teams in mind. Plansight is the only end-to-end benefits marketing platform that uses AI and automation to ensure every renewal and RFP is consistent, accurate, and fast.
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 process into one that is faster, more efficient, and more profitable, without sacrificing accuracy or control.
