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Plansight’s latest release focuses on what matters most to brokers: speed, simplicity, and connection. Based on user feedback, we’ve streamlined workflows from RFPs to presentations, improved quote management, and added direct Employee Navigator integration to speed up census imports. These updates reduce clicks, remove friction, and make it easier than ever to create client-ready outputs in record time.
At Plansight, every update we release starts with one thing: you. From day one, our platform has been built by brokers, for brokers, and the ideas that shape our roadmap come directly from the people who use it every day. Your feedback guides where we focus, what we prioritize, and how we innovate.
Over the past year, many of you shared similar feedback:
We heard you, we hear you, and we acted.
This latest release is one of our most impactful yet, improving nearly every part of the workflow from RFPs to Quotes, Market Responses, and Presentations. Here’s what’s new:
You can now reorder and toggle market response entries right from the page. Every change you make instantly updates your client presentation; no need to jump into Presentation Settings.
Quotes are now displayed by default, with intuitive controls that let you reorder or turn quotes on and off directly on-screen. And with one click, you can preview exactly how your presentation will look, saving you time and eliminating guesswork.
For our Employee Navigator users, we’ve made community-rated small group quoting faster and simpler than ever. You can now pull live census data for enrolled employees directly into your Plansight quoting census, no manual uploads, no duplicate work.
Together, these updates deliver a faster, more intuitive experience that reduces clicks, eliminates friction, and helps you create client-ready outputs in record time.
Because at Plansight, we don’t just build software, we build solutions that grow with you.
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.
