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The brokerage world is under pressure. Renewals, RFPs, and proposals consume hours of manual work, pulling teams away from clients and strategy. AI has emerged as a hot topic, but many worry it will replace the people who make the client relationship possible.
In a recent episode of Vertafore’s VIP Podcast, Weston Lunsford, CEO of Plansight (a Vertafore Orange Partner), shared why the future of broker growth isn’t about choosing between people and technology, it’s about combining them. By striking the right balance between human capital and intelligent automation, brokers can grow more rapidly, serve clients more effectively, and reclaim time for strategy and relationship-building.
Brokerage teams face two competing realities:
Traditionally, solving this meant hiring more staff. But scaling people without modern tools comes with rising costs and limited efficiency.
As Weston put it, “The broker of the future is not the one that ignores technology. It’s the one that finds ways to use technology to make their people more valuable.”
Let technology handle repetitive tasks, such as RFP creation, formatting, and quote tracking, so your team has more time for what matters most: strategy and advising.
Weston explained, “If you’re spending hours rekeying numbers into spreadsheets, you’re not in the room with your client. That’s where AI has to step in.”
Automation can surface the data, but it’s your benefits team that adds context and insight. Clients still want trusted human advisors guiding them.
“AI can tell you the what, but only people can explain the why,” Weston noted.
AI can instantly highlight outliers in pricing, proposals, or plan details. That way, your team enters every client conversation armed with clarity and foresight.
Every hour saved with automation is an hour you can invest in client relationships, exploring new voluntary benefits, or strategically expanding your block of business.
Weston shared, “I’ve seen firms literally double the number of groups they can manage without hiring more staff just by cutting out manual steps.”
The language matters. When teams view AI as a supportive tool, rather than a replacement, they feel empowered. Technology takes the tedious out of the work, and people stay at the center.
During the conversation, Weston explained that PlansightAI is purpose-built for benefits brokerages. Unlike generic AI tools, it’s walled and guarded, keeping data secure while taking on the heavy lifting of data entry and document processing.
That means:
As Weston put it, “PlansightAI isn’t here to replace humans. It’s here to take the liability off their shoulders, remove the tedious work, and let them shine with clients.”
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.
