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Every agent in your network runs like your best one
Manage multiple brokers, streamline quoting, and oversee renewals across carriers, all in one application.
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The only AI application GAs need to manage their entire broker network and ensure consistent, profitable growth.
Plansight's AI runs the renewal at every step. Your team advises, approves, and grows the network.
Presentation & Strategy
Faster results
The AI turns marketing, renewals, and proposals around in hours, so your brokers aren't waiting on you.
Beautiful output
Our AI delivers polished, branded presentations that make your insights stand out and help brokers earn their clients' trust.
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
Our AI cleans and validates the data that comes in from retail agents. Your team recruits instead of reconciling.
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
A new agent's first renewal is handled the same way as a ten-year veteran's. The workflow is already built.
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
The AI builds the plans and runs QA checks on every one against the source carrier documents, so the manual errors a spreadsheet hides get caught before they leave your desk. You review what it flags and decide. Accurate plan designs, every group, every agency, are what keep the case won and the agency yours.
Gain full pipeline visibility
Every RFP, renewal, and carrier response, across every agent, lives on one dashboard. Your team sees everything at a glance and responds faster.
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Schedule your discovery call today.
Book a Discovery Call
More reasons why General Agencies love Plansight
From commodity support to the partner, they will not replace
The AI builds the plans, chases the carriers, and does the Spreadsheeting, so your team spends its day advising brokers, shaping plan design strategy, and bringing the insight an agency cannot get anywhere else. That is the difference between a GA a broker uses and a GA a broker relies on.
Seamless onboarding & training
Get your entire broker network up and running quickly with dedicated training resources that ensure application 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
Find more here.
General Agencies
Frequently Asked Questions
About 5+ hours per group renewal once your team is fully up and running. The savings come from four places: building the plans, tracking RFP status with carriers, pulling data from the proposals that come back, and assembling the presentation. Our AI handles all four. At a network's volume, that adds up to most of a working month, every month. But the hours themselves aren't really the point. It's what your team does with them: advising agencies on plan design instead of reconciling what those agencies sent in.
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No adoption required. Your team can run every case on its own: the AI builds the current, renewal, and proposal plans, drafts the RFP, distributes it to carriers, reads the proposals as they come back, and assembles the presentation. A case can go from start to finish without the agent logging in once. And when you do want an agent involved, you give them access to that case and work in the same shared workspace. Nothing waits on a network-wide rollout.
Consistency is built in rather than enforced. Every case gets built by running the workflow, so it isn't something your team has to police. It's simply how the work gets done. A new agent's first renewal follows the same sequence as a ten-year veteran's, and the AI runs its QA checks on every plan no matter who built it. Your team reviews what it flags and decides.
Plansight is SOC 2 compliant. Your data is encrypted in transit and at rest, and it is never shared with or used to train third-party AI models.
That last point is the one that matters most with AI. Plansight runs purpose-built models inside encrypted, isolated environments. Carrier documents, census files, and plan data never pass through general-purpose tools like ChatGPT or Gemini, which are not HIPAA-compliant and were never designed to hold protected health information.
If your IT or compliance team needs documentation before you move forward, let us know what they need, and we will provide it.
Six reasons.
1. Speed, because your team delivers a client-ready presentation in days while a manual GA is still building spreadsheets.
2. Accuracy, because the AI reads the carrier documents and pre-fills the quote data, so what reaches the client is consistent instead of hand-typed.
3. Transparency, because you can show exactly what is driving cost and model a what-if scenario, like a raised deductible, live in the room.
4. Follow-up, because the AI tracks which carriers have responded, downloaded, or declined, so you walk in knowing where the market stands instead of chasing email.
5. Integration, because elected plans sync back to BenefitPoint or Employee Navigator with no re-keying.
6. Continuity, because every plan, RFP, and election carries forward, so next year's renewal starts half-built instead of from scratch.
One customer increased revenue per client by 15% just by ensuring every presentation was complete. That is the difference between a GA an agency uses and a GA an agency relies on.
The agency's. Their logo, their colors, their template, set once per agency and applied to every presentation after that. Your plan designs and carrier logos come through correctly without anyone formatting them, and they export to PDF or Excel with the layouts and formulas intact.
Every rep you work with lives in one directory, tagged by territory, specialty, and the benefit types they quote, so the AI routes each RFP to the right person automatically instead of you hunting through old email. Once an RFP goes out, the AI tracks who has downloaded it, quoted, declined, or gone quiet, and follows up on a schedule so you aren't chasing reps by hand. Over time, that activity builds a performance picture: which reps are responsive, which quote competitively, and which need a conversation. When a retail broker sends you a case, you can invite them into the distribution as a read-only viewer of the responses and final presentation, no email chain required. Carrier compensation can even be included in that same presentation, so brokers see the economics without a separate conversation. The net effect is that carrier management stops being an email chase and becomes a structured system you can run without adding headcount.
Full visibility at the RFP level. For every case, you can see which carriers have downloaded, quoted, or declined, which ones are quoting most competitively, and your own RFP volume and outcomes across the network. If a case is shared with a retail broker, their activity also appears here. And because elected plans sync back to BenefitPoint, your book-level reporting picks up right where this RFP-level view leaves off.
PlansightAI™ is custom-priced for your network. Book a discovery call, and our sales team will build a price based on your network during that call.
Our Support Team is extremely responsive. Our goal is for our customers to quote in Plansight seamlessly every day. When an issue arises or your team has a question, we have readily available walkthroughs and customer support representatives.
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