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The visibility, efficiency, and control General Agencies need to scale
Manage multiple brokers, streamline quoting, and oversee renewals across carriers, all in one platform.
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The only platform GAs need to manage their entire broker network and ensure consistent, profitable growth.
Plansight is built to help you operate with greater speed, efficiency, and scalability.
Presentation & Strategy
Faster results
Turn around marketing, renewals, and proposals quickly so your brokers see you as a responsive and reliable partner.
Beautiful output
Deliver polished, branded presentations that make your insights stand out and help brokers win trust with their clients.
More consistency
Use structured templates and repeatable workflows so every group receives the same level of quality, clarity, and accuracy.
Operational efficiency and revenue growth
Scale without adding headcount
Eliminate the administrative burden of cleaning and validating data from retail agents, allowing your internal team to focus on recruiting and growth.
Improve carrier placement ratios
Provide carrier partners with faster, cleaner, and more consistent data submissions, leading to quicker turnaround times and improved success rates.
Reduce agent onboarding time
Equip new independent agents with a pre-built, automated renewal system, significantly reducing the time and resources your GA spends on training and setup.
Centralized control and compliance
Mandate consistent workflows
Standardize how every independent agent builds, markets, and renews cases so you can scale efficiently without sacrificing quality.
Improve accuracy with technology
Use AI assisted plan building and integrated QA checks to eliminate manual errors and reduce the risk of churn tied to inaccurate plan designs.
Gain full pipeline visibility
View the status of every RFP, renewal, and carrier response from a single dashboard, giving your team the clarity needed to manage volume and respond quickly.
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Schedule your discovery call today.
Book a Discovery Call
More reasons why General Agencies love Plansight
Freed up bandwidth to become a true strategic partner
When the manual work disappears, your team can focus on advising brokers, shaping plan design strategy, and offering insights that build long-term loyalty. This shift moves you from commodity support to a partner they rely on for expert guidance.
Seamless onboarding & training
Get your entire broker network up and running quickly with dedicated training resources that ensure platform adoption and consistency from day one.
Integrated reporting and analytics
Access powerful reports that show where your business is growing, which carriers are performing well, and where your agents need additional support.
Don’t just take our word for it
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"