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.
Avatar photoAvatar photoAvatar photo

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!
6 min read

Leadership in the Trenches: Building Teams That Trust You

Based on Episode 7 of the Benefits Broker Boost Podcast with Adam Smith and Scott Millson.

Executive Summary

In this episode, Adam Smith sits down with leadership coach Scott Millson to talk about what modern leadership really requires. Scott breaks down why the strongest leaders are the ones willing to admit what they do not know, how Trust is built through consistent behavior rather than perfect answers, and why understanding problems beats pitching products every time.

As Scott put it, "The most powerful thing a leader can say sometimes is 'I don't know,' because it invites collaboration instead of shutting it down."

This episode challenges outdated leadership habits that create pressure, burnout, and misalignment. Instead, it offers a practical way forward based on humility, problem-solving, and building strong relationships across teams and clients.

The Problem: Leaders Feel Pressured to Always Have the Answers

Many leaders still believe credibility comes from having every answer ready. Scott calls this the biggest myth in modern leadership. Leaders often stress themselves out by trying to know everything and guess everything, and teams can feel that pressure.

As Scott said, "Leaders get into trouble when they feel they have to know everything. Honesty builds more Trust than pretending to have all the answers."

Adam Smith added perspective from his own leadership experience.

"The leaders I respect most are the ones who say 'I don't know' without hesitation. You can only build Trust with honesty, not with perfection."

When leaders trade certainty for authenticity, teams become more engaged and more collaborative. It sets the foundation for a healthier culture where people can speak honestly without fear.

The Trust Equation: How Leaders Build Real Connection

Scott walks through a trust formula that he uses in executive coaching sessions, "Trust is not a feeling. It is a formula. Credibility plus reliability plus intimacy, all divided by self-orientation. The lower your self-orientation, the faster Trust grows."

Credibility + Reliability + Intimacy, divided by Self Orientation.

This is the model that separates authentic leaders from positional leaders.

Credibility

Do people believe you know what you are talking about?

Reliability

Do you show up consistently and follow through?

Intimacy

Do people feel safe telling you the truth?

Self Orientation

Are you focused on your own success or the success of the team?

Scott highlights that most leaders spend years building the top three, then ruin everything in seconds by letting self-orientation rise too high. When decisions are made to protect ego or avoid vulnerability, Trust collapses.

The antidote is simple but not always easy. Slow down. Ask for feedback. Admit uncertainty. Build intimacy so your team feels safe being honest with you.

Stop Winning on Price. Start Winning by Overcoming Problems.

A recurring theme in the episode is the idea of relying too heavily on price to win business. When teams lean on price, they bake their value into something they cannot control. Someone can always come in cheaper.

Scott put it bluntly, "If you win consistently on price, you will eventually lose on price too."

Teams that win in the long term do so differently. They win by understanding:

  • The client's problems
  • The client's pain points
  • The client's decision process
  • The client's desired future state

As Scott said, "Problem knowledge is better than product knowledge." When you understand the real issue better than anyone else, you become the natural, trusted solution.

Price fades. Value rises.

Relationships Over Transactions

Adam and Scott both emphasized that the strongest producers and leaders invest heavily in relationships, not just closings. People do not follow titles. They follow humans.

When leaders show genuine care, learn their team's strengths, and make space for people to be heard, performance follows naturally.

Scott has coached leaders who transformed their entire culture just by shifting one habit: instead of assuming what people want, they started asking. They created a more intimate environment where team members felt valued instead of managed.

Adam connected this to producer behavior. Many producers chase the next deal so fast they forget the simple truth of modern sales. He said, "In benefits, your relationship is your differentiator. Tools help, but connection is what closes deals and keeps clients for years." The relationship is the retention strategy. The relationship is the moat.

Leaders Need to Get Their Hands Dirty

One of the most decisive moments in the episode comes when Scott talks about leadership proximity. Teams want to see their leaders in the work, not above the work.

Leaders who roll up their sleeves, participate in the process, and spend time in the trenches earn more Trust than any motivational speech can deliver.

Scott believes this is especially true in the benefits and insurance areas. Producers respect leaders who understand what they face daily, who have made the same calls, handled the same objections, and battled the same renewal cycles.

People do not want perfection. They want partnership.

Creating an Environment Where People Feel Valued

Scott emphasized that culture is shaped by what leaders reinforce and what they tolerate. Teams thrive when they feel valued, supported, and safe enough to share ideas or concerns.

Adam said it simply, "Leaders have one job. Create an environment where people feel valued. When people feel valued, everything else starts working."

Scott added, "Your team does not need you to be perfect. They need you to be present. When leaders admit uncertainty, it creates space for everyone else to be honest too."

This is how teams grow stronger together. Leaders who want engaged teams need to create an environment where:

  • People feel heard
  • Success is shared
  • Mistakes lead to growth, not punishment
  • Vulnerability is respected
  • Curiosity is rewarded

Teams perform differently when they feel valued. They communicate more. They take initiative. They innovate. They support each other. And they stay.

Final Thought: Real Leadership Is Not About Knowing Everything

The best leaders are not the ones with all the answers. They are the ones who help others discover answers on their own.

They are curious. They are patient. They are humble enough to say "I don't know" and confident enough to explore the path forward together.

Leadership is not expertise. Leadership is influence. And influence is built on Trust, not certainty.

Next Step for Brokers and Leaders

Whether you are leading a team or growing a book of business, the formula stays the same.

  • Lower your self-orientation.
  • Lean into vulnerability.
  • Ask better questions.
  • Understand problems before pitching solutions.
  • Build relationships that outlast every renewal cycle.

And when you need a platform that frees up your time, reduces the noise, and helps you focus on high-value conversations, Plansight is ready to support you.

👉 Schedule a discovery call with us and see how modern tools help teams lead and perform at their best.

Book a Demo

About Plansight

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. 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. Plansight is here to make sure they have the tools, insights, and support to shine. For brokers, Plansight is the only complete end-to-end renewal and marketing solution that transforms a manual, time-consuming RFP process into one that is fast, efficient, and more profitable.