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Managing life and AD&D data has always been complex, especially when class-based plans are introduced. Traditional methods rely heavily on human interpretation, manual tracking, and risky guesswork when documentation varies by carrier, region, or plan type.
That’s why the latest PlansightAI update is such a big deal.
PlansightAI by Plansight now supports eight core life and AD&D product types, including class-based variations, with intelligent document parsing and plan design recognition. This means brokers can now rely on AI to handle the most nuanced parts of life insurance documentation, saving time, reducing errors, and unlocking scalability for even the most complex cases.
If you’ve ever had to manually differentiate between voluntary, basic, dependent, and class-specific coverages, this update is for you.
Keep reading to see how PlansightAI is changing the game for life and AD&D, why this matters now, and what’s coming next.
Most carriers don’t make life insurance data easy to work with. Between PDF formatting issues, carrier-specific naming conventions, and multiple classes of coverage within a single plan, brokers have been left to manually interpret and organize this information.
That means:
This update brings a significant leap in capability. PlansightAI now recognizes and processes all eight of the most common life and AD&D coverage types:
And it doesn’t stop there; PlansightAI now supports multi-class plan design for the first time.
That means PlansightAI not only identifies the coverage type but also understands which employee classes it applies to and structures the data accordingly.
This update allows you to make sense of even the most complex life documents instantly. Whether you’re working with tiered plans, class-specific rules, or regional variations in format, PlansightAI brings a level of automation and accuracy previously unavailable.
Alongside this life and AD&D release, we’ve also quietly upgraded performance in other key areas:
All of this adds up to more consistent and complete results, without requiring extra work on your end.
Disability plan recognition is officially here. Just like with life products, this new enhancement brings PlansightAI-level intelligence to another complex, class-based category. You can now rely on AI to handle even more of your book of business with greater speed, accuracy, and confidence.
PlansightAI currently delivers high accuracy across medical, dental, vision, and life data. Each week, our team re-runs evaluations to identify the most accurate fields and spot common error trends. This allows us to continuously refine and improve performance where it matters most.
What that means for you:
With the RFP season fast approaching, brokers can’t afford to stay manual. Documents are only getting longer and more complex, especially with class-based life insurance now more common in group plans.
PlansightAI gives teams a modern, AI-powered way to keep up:
PlansightAI isn’t just another AI tool; it’s a purpose-built assistant designed to enhance how brokers work.
Here’s why teams are trusting it:
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.
