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.
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3 min read

Built by Brokers, for Brokers: Our Latest Updates Inspired by You

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Executive Summary

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.

Listening. Building. Improving. Together.

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:

“It takes too many clicks to get from RFPs to presentations.”

“I wish I could reorder or hide quotes right on the Quotes page and have it impact the output.”

“Can we make it possible to upload Employee Navigator Census data?”

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:

Market Response Page Update

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 Page Update

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.

Employee Navigator Integration

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.

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Book a Discovery Call
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.