Meet PlansightAI

Executive Summary

Insurance brokers and their teams are no strangers to complexity. Manually reviewing carrier proposals, SBCs, and policies is time-consuming and filled with risk. With class-based plans and inconsistent formatting, even the most seasoned teams spend hours chasing down clean data before they can even begin to strategize.

PlansightAI changes that.

Built specifically for the employee benefits industry, PlansightAI is a secure, AI-powered system that reads, extracts, and structures plan data from carrier documents. It’s consistent, tireless, and accurate. Like your most reliable team member, it works 24/7.

If you’ve ever found yourself buried in emails, PDFs, and spreadsheets, PlansightAI isn’t just a faster way forward. It’s a smarter one. It turns hours of manual work into just minutes of review time and anchors into Plansight’s all‑in‑one RFP solution.

The Problem with Manual Data Entry

Most brokers and their teams have become quite adept at navigating the complexities of spreadsheets. But even the most dialed-in workflows still depend on:

• Time spent cleaning up “Current” plan columns
• Manual creation of comparison columns for each proposal
• Side-by-side quoting that requires 15 to 20 minutes of QC per plan

For just one benefit type, that adds up to 1.5 to 2 hours of work. Multiply that across carriers, benefit lines, and clients, and the risk of human error becomes unavoidable.

Carrier documents aren’t built for efficiency. They’re dense, inconsistent, and difficult to reconcile at scale. And during Q4, even small mistakes can quickly escalate into significant problems.

How PlansightAI Works

PlansightAI solves these problems at the source. It reads and extracts plan information from standard document types like:

• Certificates of Coverage
• Policies
• SBCs
• Amendments
• Carrier Proposals
• Renewal Packets

Once extracted, the data is normalized, categorized by product type, and presented in a format ready for side-by-side review. From there, it can be shared with clients, integrated with platforms like BenefitPoint, or used to instantly build new plan options in Plansight.

Everything stays in one place. No more quotes buried in inboxes or lost in version control.

What Makes It Different: Built-In QA and QC

PlansightAI doesn’t just pull data into a spreadsheet. It applies structure, runs a first-pass quality control, and flags potential discrepancies for your team to review and address.

• Quality Assurance: PlansightAI provides structure, creating a repeatable and predictable workflow.
• Quality Control: The system highlights flagged fields, allowing you to focus only on the details that require attention.

The result is not just time saved. It is risk-reduced. You deliver more accurate outputs with fewer opportunities for costly omissions and misinterpretations.

Supported Product Types

PlansightAI currently supports:

• Medical
• Dental
• Vision
• Life & AD&D
• Short-Term Disability (STD)
• Long-Term Disability (LTD)
• Accident
• Critical Illness

More product types are in active development.

Now Live: Disability Support

Disability plan recognition is now available. Like with life insurance, STD and LTD plans are often complex and class-based. PlansightAI now reads and structures this data automatically, enabling brokers to present options with confidence, eliminating the need for manual intervention.

Why It Matters for Brokers and Their Teams

PlansightAI gives you something Excel never could: consistency, clarity, and control.

• Faster document review without cutting corners
• Clean, review-ready comparisons with embedded QC
• Reduced risk of errors or misrepresentation
• More time for strategy, less time on formatting

This represents a step change in how brokers and their teams can manage growing workloads without adding headcount or compromising accuracy.

Security That’s Built In

PlansightAI runs entirely within Plansight’s secure infrastructure. Enterprise-grade, private LLMs power it. For carriers, Plansight also offers a centralized, secure space to receive RFPs, respond to quotes, and collaborate in real-time, eliminating the need for back-and-forth email threads or lost attachments.

Why Now: AI That Fits Your Workflow

With the thought of Q4 always lurking, your team needs more than efficiency. You need confidence.

PlansightAI provides broker teams with a new approach to managing growing complexity without increasing headcount. Here’s why they are choosing PlansightAI:

• Built to support, not replace, it’s designed to complement human expertise
• Works across multiple product types with one workflow
• Continuously improves without any extra lift from your team
• Real results: faster quoting, fewer errors, and more capacity

Ready to See It in Action?

Schedule a free demo to see how PlansightAI can simplify your most tedious workflows and help your team move faster with less risk.

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