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!
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2 min read

Stop Chasing Data.
Start Leading Strategy.

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The only end-to-end benefits marketing platform for Vertafore users.

Executive Summary

For modern insurance agencies, manual data entry is more than a nuisance; it’s a drain on profitability and a risk to data integrity. Plansight, a premier Vertafore Orange Partner, has bridged the gap between the system of record and the enrollment portal. By integrating BenefitPoint, Plansight, and Employee Navigator, agencies can now automate the entire RFP-to-enrollment lifecycle. This integration eliminates "double entry," ensures 100% rate accuracy, and allows account teams to pivot from administrative tasks to high-level strategic consulting.

The High Cost of the "Manual Status Quo"

Before this integration, the workflow for account teams was fragmented. Most agencies struggle with:

  • The Data Gap: Manually exporting data from the system of record into external spreadsheets.
  • The "Double Entry" Tax: Entering the same plan details into the RFP, then the presentation, and finally the enrollment portal.
  • Version Control Risk: The danger of "fat-fingering" rates or plan details during the final handoff to enrollment.

Why Top Agencies Lead with Plansight

Top-tier firms like Lockton, HUB, and Hilb leverage Plansight to provide their teams with a workflow that eliminates redundancy:

  • Bidirectional Sync: Seamlessly pull in-force plans from BenefitPoint to start your RFP and write back final sold plan data once the deal is closed.
  • One-Click Transmission: Once elections are finalized, the Employee Navigator icon appears, allowing you to "push" plans over instantly.
  • Seamless Reception: Employee Navigator receives the plan as a notification—allowing you to add it as a new plan or renew an existing one with a single click.
  • Automated Accuracy: Rates, contributions, and benefit summaries copy over automatically, leaving only eligibility for your team to finalize.

The Workflow Advantage: From RFP to Enrollment

By connecting your tech stack, you transform a multi-day administrative burden into a streamlined, clicks-not-code process.

1. Initiate: Pull In-Force Plans

Start with a clean slate by pulling current data directly from BenefitPoint.

2. Execute: Push Sold Plans

Move elected benefits from the market presentation to the enrollment portal in seconds.

3. Reconcile: Write-Back Info

Ensure your system of record is always accurate with automated data write-backs.

4. Confirm: Success Verification

Real-time icons confirm when a plan has been successfully received by Employee Navigator.

Final Thoughts: Empowering the Modern Broker

The "missing link" in the benefits industry has always been the handoff between the broker’s strategy and the client’s execution. When data is siloed, errors happen, and time is wasted.

Being a Vertafore Orange Partner means more than just a badge; it means Plansight is purpose-built to sit at the center of your agency's ecosystem. By eliminating repetitive administrative tasks, your team is freed up to act as strategic thought partners. This integration doesn't just save time it creates a scalable foundation for you to grow your BenefitPoint book of business while delivering a superior experience for your clients.

Ready to Lead with Strategy?

Stop letting manual data entry slow your agency down. See how the Plansight and Vertafore integration can transform your renewal season and give your account teams their time back.

👉 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.