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.
Avatar photoAvatar photoAvatar photo

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

A Small RFP Update: Your Feedback in Action

At Plansight, we’re committed to making your experience as seamless as possible. Based on your feedback, we’ve made some key enhancements to the RFP Wizard to improve accessibility, streamline marketing events, and simplify document management. These updates are designed to help you navigate your workflow with ease—without disrupting your current processes.

Enhanced Accessibility – Everything You Need, Anywhere You Need It

We know how important it is to have quick access to essential tools while managing an RFP. Now, with just a click of the triple-dot icon in the upper right corner, you can instantly access:

✅ Quotes

✅ Quotes Modeling Tool

✅ Benefit Package Builder

✅ Plan Elections

✅ Client Presentations

This enhancement ensures you can seamlessly move between tasks without leaving the RFP Wizard, keeping everything at your fingertips.

Simplified Marketing Events – A More Intuitive Start

Starting a marketing event is now easier than ever! Instead of navigating through multiple steps, simply click ‘Start RFP’, and the RFP Wizard will guide you through the entire process. This streamlined approach saves time and ensures that every step is clear and efficient.

Improved RFP Documents – Better Organization, Faster Access

Managing RFP documents is now more efficient. You can:

📂 Retrieve files already saved in the Employer Group’s Documents section

📂 Upload new files directly from your computer

📂 Tag documents with benefits more intuitively

These improvements ensure that your documents are always organized, easy to find, and correctly categorized—giving you one less thing to worry about.

A Smoother Experience Without Changing Your Process

While these updates bring more flexibility and efficiency, they won’t disrupt the way you already work. Instead, they’re designed to make navigating and managing your RFPs even easier.

We’ve also put together a User Guide to walk you through these updates in more detail. If you have any questions, feel free to reach out—we’re always here to help!

🚀 Happy Quoting! 🚀

‍