.svg)
AI-powered renewals, built for brokers who move fast.
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
Drop in renewal spreadsheets and carrier proposals. SmartSheetingAI™, Plansight's carrier document-extraction solution, automatically pulls every rate, plan detail, and network change.
See side-by-side comparisons across every carrier and plan option, without building a single spreadsheet by hand.
Generate a client-ready renewal presentation in minutes, backed by data your clients can trust.
Plansight handles the heavy lifting during renewal season, so your team can focus on advising clients rather than chasing data.
Powered by our PlanfactsAI™ technology, SmartSheetingAI™ reads carrier documents and extracts rates, plan details, and renewal terms in seconds. No manual entry required.
Compare current and renewal plans side by side, with instant visibility into rate changes and plan differences.
Turn extracted data into a polished renewal presentation your clients can understand at a glance.
Plansight fits into how your team already works, with no disruption to your existing process.
“...I don't even know how much time it would have taken me without Plansight... I busted out 14 RFPs in a day...”
“Plansight has significantly streamlined our process for organizing quotes and proposals, saving us valuable time. Its intuitive interface and efficient workflow enable us to quickly access client information and customize proposals, allowing us to respond faster and more accurately... Plansight has contributed to growing our revenue per client, making it an indispensable tool for our agency.”
“We are very new to Plansight and have experienced ups and downs. Like any new program there are growing pains but the fact that the support team is so responsive helps the transition. Gavin is fabulous and we enjoy working with him. Grace is always responsive to our inquiries and questions.”
Everything you need to know before getting started.
Most teams are up and running in days, not months. There's no complex implementation — upload your first carrier documents and Plansight starts extracting data right away, while our team guides you through onboarding.
Plansight is SOC 2 compliant. Your data is encrypted in transit and at rest, and it is never shared or used to train third-party models.
Yes — you can get started for free and see Plansight on your own renewals before committing. Book a demo and we'll set you up.