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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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!
See open positions
2 min read

Why Plansight is Building the Most Trusted Platform in Benefits

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The Future of Benefits: Why "Business as Usual" is No Longer Enough.

Executive Summary

The insurance industry is at a crossroads. For years, healthcare has been hampered by a lack of transparency and a true “source of truth.” Fragmented data, inconsistent plan comparability, and manual renewal workflows consume significant time and energy, making it harder for brokers to focus on the strategic planning and problem-solving their clients increasingly expect.

We believe it’s time for a change. At Plansight, our Mission is clear: to provide teams with purpose-built AI and modern technology that simplifies and strengthens every part of the renewal and marketing workflow.

Our Promise to You: Technology with Purpose

We aren't just building another software tool; we are building a new way to work. 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.

When we remove the manual hurdles, we solve a bigger problem: we give brokers the clarity they need to navigate a complex, often broken healthcare system. We focus on delivering four key pillars:

  • More Time: By automating the "busy work," we give you hours back to focus on your true purpose, serving as the strategic advisor your clients need now more than ever.
  • More Clarity: No more guessing games. By creating a single source of truth, you get a clear view of data and workflows at a glance.
  • More Consistency: Standardize your output across your entire team, ensuring that even in a volatile market, every client receives a premium, high-integrity experience.
  • More Insight: Leverage AI to uncover patterns and creative plan designs that were previously hidden in the noise of spreadsheets.

A Vision for Our Industry

Our Vision is to become the most trusted and widely adopted platform in the benefits industry. We know that trust is earned through a deep understanding of the unique pressures you face. In an environment where costs keep rising, brokers need more than just "efficiency"; they need the space to think creatively about affordability and long-term outcomes for their clients.

The renewal and marketing workflow shouldn't be a source of stress; it should be your competitive advantage. We’re here to help you build it.

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Final Thoughts

The benefits landscape is shifting toward those who can marry human expertise with technological precision. Technology shouldn't replace the broker; it should empower them to be the most informed, efficient version of themselves. By removing the friction from the renewal process, we don't just change how you work; we enable you to fulfill your role more effectively and deliver the thoughtful, affordable benefit solutions that employers and employees deserve.

Ready to see Plansight in action?

👉 Schedule a discovery call if you're ready to move past the manual hurdles and bring more clarity to your workflow. We’d love to show you how our platform is built for your specific needs.

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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.