Make every part of the RFP process faster, more efficient & more profitable.
Plansight saves teams 8-10 hours per Employer Renewal, on average. Learn how we do it by scrolling below or by booking a free demo with our team.
Create your RFP in minutes
Complete RFP’s faster & more efficiently with our RFP Builder, a dynamic template that helps you maintain consistency & accuracy while saving time & eliminating redundancies.
Zero manual data entry
Build multiple lines at once
Consistent, complete customizable template
Real-time team collaboration
Add as many contributors as you like
Create a single system of record
Single touch distribution
Instead of manually sending emails to individual carriers, you can now distribute your RFP to as many carriers as you like with a single click.
Send RFPs with a single click
Access any carrier – no restrictions
Get the best offer the first time & spend less time negotiating
See how carriers are engaging with the RFP in real time
Any funding type
Instantly compare quotes side-by-side without data entry
Plansight will automatically analyze & organize quotes into a simple comparison chart that anyone can understand.
Quotes are automatically formatted into a comparison chart
Differences in Plan Design are automatically flagged for you
No manual data interpretation or transposition
Saves 8-10 hours per client renewal, on average
Easily filter quotes by price, benefit type & more
Impress your clients with beautiful, modern presentations
No more wasting time formatting excel sheets, double checking formulas or dealing with pixelated logos.
Customize presentations with easy annotations
Make adjustments in real time
Export beautiful, print-ready presentations in minutes
Perfect for demonstrating your work & value to clients
Get the best rates every time
Work with clients to build the perfect plans to fit the budget
No more dreaded “what if” questions. With the Plansight Benefit Builder, you can make changes to plans in real time, allowing brokers to create the right solutions at the right price.
Offer more comprehensive plans without extra time or effort
Save time while impressing clients
Build unlimited scenarios within seconds
Make your final selections – then notify everyone instantly
With notifications that are automated, customizable, and secure, you can focus on closing the deal, not sending emails or making phone calls.
Automatically send secure notifications
Saves time & headache – no awkward conversations
No restrictions on carriers, insurance types, group sizes, or funding types
It doesn’t matter which carrier you work with, what kinds of insurance you want to offer, your group or funding size – Plansight has your back!
All carriers
All insurance types
All group sizes
All funding types
General Agency support included