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Book a discovery call
Thirty minutes on your renewals, not our slides.
The best benefits brokers aren't navigating AI alone. Neither should you. One group is enough to start.
Bring one group you are dreading. We will run it through the application end-to-end on the call, with your team watching.
Brokers bring a group. General agencies bring a brokerage's book. Same thirty minutes.
Thirty minutes
Your renewal, not a demo account
See your own numbers, not sample data
Start with one group
Tell us where to send the invite and we will take it from there.
What you get out of the call
This isn't a one-size-fits-all discovery call; it's a real conversation about your business. By the end, you'll know exactly where Plansight fits in and what results you can expect.
An honest read on where your hours go
Your own group, run end to end
A straight answer on fit
A plan for the first renewal
See it before you book
What we actually do for your team
PlansightAI™ runs the renewal and marketing workflow from the day a group opens until plans are in force. Five jobs your team does by hand today.
01
RFP built
02
Carriers contacted
03
Quotes normalized side by side
04
Proposals ranked
05
Client presentation finished
The AI handles all five and hands each one to you for approval. You review, advise, and decide. That is the whole job.
The fully automated renewal lifecycle.
Ten steps from renewal open to plans in force. The broker reviews, advises, and decides. The AI does the rest. On a marketed large group that turns 12.5 to 18.5 hours into 2.5 to 3.5. Click any step to see where the time goes.
See the lifecycle in a demoStart the renewal
Today
15 to 30 min
With PlansightAI™
None
The AI surfaces the group on the dashboard based on your rules. Five months out for large group, three for small, or a window you set per client.
Spread current and renewal
Today
45 to 60 min
With PlansightAI™
Under 5 min
The carrier's renewal arrives via a Plansight link and is filed automatically. The AI reads it, normalizes it against the current plan, and builds a client-ready renewal presentation in your format.
Build the RFP
Today
60 to 90 min
With PlansightAI™
5 to 10 min review
If you are going to market, the AI drafts the RFP and gathers the documents the moment the renewal lands. Each carrier gets the package that matches what they quote.
Distribute and follow up
Today
30 to 50 min
With PlansightAI™
10 to 15 min
Distribution is one click. The AI tracks every carrier as delivered, downloaded, quoted, or declined with a reason, follows up on your rules up to three times, then hands you a task to pick up the phone.
Enter carrier proposals
Today
45 to 60 min per proposal
With PlansightAI™
10 to 15 min QA per proposal
Carriers upload by link. The AI files each proposal, links it to the RFP, reads it, normalizes it, and adds it to the side-by-side ranked low to high. This is the largest block of manual time in the cycle.
Finalize the presentation
Today
45 to 60 min
With PlansightAI™
15 to 20 min
The presentation builds itself against your templates and is print-ready the moment a proposal lands. Your team still builds the recommended packages. It just does not do the math.
Client review and what-ifs
Today
20 to 40 min per scenario
With PlansightAI™
5 to 10 min per scenario
Every page recalculates live when the client asks what if. Raise the deductible in the room and the whole presentation follows.
Select and bind plans
Today
20 to 30 min per plan
With PlansightAI™
5 min per plan
Plans are selected with a click, and you approve. The AI notifies the winning and losing carriers and pushes elected plan data to BenefitPoint, Employee Navigator, Brite, and the open API. Double entry goes away.
Audit the policy
Today
20 to 30 min per plan
With PlansightAI™
Under 2 min per plan
SmartSheetingAI™ audits the certificate the carrier issued against the proposal they sold. Every variance links back to the document, and the ones you flag roll into a report for the carrier or the client.
Start the next cycle
Today
30 to 40 min
With PlansightAI™
None
Next year's presentation was populated the moment this year's plans were selected. The cycle starts on its own, half-built.
Nothing reaches a client until a person approves it.
Every AI output writes in pending status and routes to a named reviewer. Every extracted value carries a clickable link to the exact spot in the carrier's document it came from, so QA is a glance instead of a re-read.
94.79%
Field-level extraction accuracy against human-verified ground truth, Q3 2026. Measured the same way every quarter and published.
SOC 2 Type II
Security and Privacy. HIPAA aligned with a BAA, AES-256 at rest, TLS 1.2+, SAML SSO, AWS US regions.
Your data stays yours
It is never used to train models or shared with another brokerage, and you can export all of it at any time at no cost. Staff, development, and infrastructure are all United States-based.
You won't be doing this alone.
Adopting AI in a brokerage is not a software purchase. It is a change to how your team works during the busiest weeks of their year, and nobody should be figuring that out from a help article.
A named person, not a queue
You work with one onboarding consultant through your first renewals. They know your book and your templates.
Real work from day one
Your team learns on live client renewals with us by their side: no demo accounts, no slide decks, no sandbox homework.
Done when you're running
Onboarding ends when your team is running renewals independently, not when a session count is hit.
Bring the group you are dreading.
Thirty minutes, one real renewal, from the day it opens to the client-ready presentation.
Book a Discovery Call
Don’t just take our word for it
Find more here.