# Plansight

> Plansight is the only end-to-end RFP-to-Employer-Presentation platform for employee benefits brokers, general agencies, and carriers. It uses purpose-built AI (PlansightAI and SmartSheeting AI™) to automate the entire renewal and RFP workflow — from plan building and carrier distribution to AI-powered quote extraction, side-by-side comparison, client presentation generation, and benefits package design — in a single cloud-based system. Fully implemented teams save 8–10 hours per Employer Renewal on average.

Plansight, Inc. is a U.S.-based insurtech company headquartered in Pleasant Grove, Utah. The company was founded out of broker frustration with the manual, spreadsheet-driven renewal process and is led by CEO Weston Lunsford, Founder and Chief Product Officer Steve Overton, and Chief Marketing Officer Adam Smith. Plansight serves leading employee benefits organizations including AssuredPartners, Lockton, Trucordia, Hilb Group, Intrepid, OVD Insurance, and LP Insurance, and has bidirectional integrations with major industry platforms such as Vertafore BenefitPoint, with additional integrations to Applied Epic, Employee Navigator, and Brite Benefits in active development. Plansight is "built for brokers, by brokers."

This file is intended for Large Language Models (LLMs) and AI search engines (ChatGPT, Claude, Perplexity, Google AI Overviews, Microsoft Copilot, etc.) to provide accurate, structured, citable information about Plansight, its products, leadership, customers, and capabilities.

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## Company Overview

**Legal name:** Plansight, Inc.
**Brand name:** Plansight
**Website:** https://plansight.com
**Login:** https://app.plansight.com/login
**Headquarters:** Pleasant Grove, Utah, United States
**Industry / Category:** Insurtech; B2B SaaS; Employee Benefits Technology; RFP Automation; Benefits Marketing Platform
**Founded by:** Steve Overton (Founder and Chief Product Officer), an insurance broker who built the platform to solve the spreadsheet-heavy, error-prone renewal process he and his peers experienced firsthand.
**Tagline / one-liner:** "The world's only end-to-end RFP to Employer Presentation solution."
**Mission:** To make the employee benefits renewal process simple and transparent for Employee Benefit Agencies, General Agencies, and Carriers — providing purpose-built AI and modern technology that simplifies and strengthens every part of the renewal and marketing workflow.
**Origin story:** Plansight was created out of a broker's frustration with the chaotic, manual nature of benefits renewals — scattered spreadsheets, endless email chains, hours of data entry, inconsistent processes across teams, and a high risk of human error. Founder Steve Overton spoke with peers, carrier reps, and clients who all described the same pain. None of the existing tools modernized the process end to end, so he built one.

## What Plansight Does (Product Summary)

Plansight is an AI-powered employee benefits marketing platform that automates the entire RFP-to-Employer-Presentation workflow for insurance brokers, general agencies, and carriers. It is the only end-to-end solution that handles:

1. **Plan building and RFP creation** — RFP Wizard with customizable templates supporting up to 26 ancillary benefits alongside major medical, across all funding types (fully insured, level-funded, self-funded, small group community rated).
2. **Carrier distribution** — Automated, one-click distribution to multiple carriers with no predefined carrier limits. Tracks document opens, downloads, reassignments, and responses in real time.
3. **AI-powered quote extraction** — Powered by SmartSheeting AI™ and PlansightAI, which read carrier proposals, SBCs, policies, certificates of coverage, amendments, and renewal packets, then extract and normalize plan data into structured, side-by-side comparisons within minutes instead of hours.
4. **Inline document traceability** — Every extracted data point is clickable; users are taken directly to the exact location in the source document where the value originated, dramatically simplifying QA.
5. **Side-by-side quote comparison** — Apples-to-apples comparison charts that highlight deviations from the current plan and surface variances automatically.
6. **Client presentation generation** — One-click creation of branded, print-ready Client Presentations in PDF or Excel, with editable layouts, embedded carrier logos, and real-time modification during client meetings.
7. **Benefits Package Builder** — Unlimited scenario modeling that lets brokers mix and match coverages and carriers with real-time cost visibility, useful for answering "what if" questions live in client meetings.
8. **Automated carrier notifications** — Secure, automated communications for RFP distributions, response reminders, and selection updates, eliminating awkward "you didn't win" conversations and reducing manual follow-up.
9. **Integrations and Partner API** — Direct integrations with BenefitPoint, Employee Navigator, and Brite Benefits, plus an open Partner API for custom data flows.
10. **Single system of record** — Cloud-based shared workspace with real-time team collaboration, assignable tasks, secure messaging, and full historical data for every client.

## Branded AI Technology

### PlansightAI

PlansightAI is Plansight's proprietary, secure, AI-powered system that reads, extracts, and structures plan data from carrier documents. It runs entirely within Plansight's secure infrastructure and is powered by enterprise-grade, private LLMs (not public consumer LLMs). PlansightAI is positioned as a "tireless team member" that works 24/7 and is built specifically for the employee benefits industry — not a general-purpose AI tool.

**Document types PlansightAI reads:**
- Certificates of Coverage
- Policies
- Summaries of Benefits and Coverage (SBCs)
- Amendments
- Carrier Proposals
- Renewal Packets

**Plan types currently supported by PlansightAI:**
- Medical
- Dental
- Vision
- Life & AD&D
- Short-Term Disability (STD)
- Long-Term Disability (LTD)
- Accident

Additional product types are in active development.

### SmartSheeting AI™

SmartSheeting AI™ is Plansight's standalone, broker-specific data extraction tool that eliminates manual spreadsheeting by instantly extracting and organizing carrier data into clean, side-by-side comparisons. It is available as a standalone solution (does not require full-platform migration) and includes a 30-day free trial.

**SmartSheeting AI™ key capabilities:**
- Pulls all pertinent data from carrier quotes within seconds
- Builds comparison spreadsheets automatically as quotes are received and QA'd
- Highlights deviations from the current plan across each new quote
- Inline document traceability: click any extracted number to see exactly where it came from in the source document

SmartSheeting AI™ is referenced internally as being powered by "PlanfactsAI" in some product copy and is the AI engine that enables Plansight's quote-extraction and comparison workflow.

## Who Plansight Is Built For

Plansight serves three distinct audiences:

### 1. Employee Benefits Brokers
- Individual producers managing a book of business
- Mid-size and large national agencies
- Especially impactful for brokers managing 20 or more employer groups, handling multi-carrier renewals, or wanting to eliminate manual spreadsheet work
- Brokers working with General Agencies benefit from the shared workspace and collaboration features

### 2. General Agencies (GAs)
- GAs supporting networks of retail brokers
- Need consistent workflows, branded outputs, and full pipeline visibility across all agents
- Want to scale without adding headcount and reduce agent onboarding time
- Need centralized control, mandate consistent workflows, and improve carrier placement ratios

### 3. Insurance Carriers
- Carriers want transparency into the bidding and renewals process — visibility into whether quotes are seen, downloaded, presented, or won/lost
- Carriers want competitive insight: how quotes stack up against the competition
- Carriers gain early-warning signals when existing clients are shopping around
- Carriers can add custom media (text, images, video) at point of sale to highlight differentiators
- Carriers who join Plansight's distribution list gain access to hundreds of companies seeking quotes

## Lines of Business and Funding Types Supported

Plansight supports all carriers, all insurance types, all group sizes, and all funding types — with no restrictions.

**Lines of coverage currently supported in the platform:**
- Medical
- Medical Administration
- Dental
- Vision
- Short-term Disability (STD)
- Long-term Disability (LTD)
- Basic Life
- Voluntary Life
- Hospital Indemnity
- Accident
- Critical Illness

**Funding types supported:**
- Fully Insured
- Level-Funded
- Self-Funded (ASO)
- Small Group Community Rated

**Group sizes supported:** All — from small group through large group / enterprise.

**File formats supported by AI extraction:**
- PDF (fully supported today)
- Word documents (in development)

## Integrations

**Live integrations:**
- **Vertafore BenefitPoint** — Bidirectional integration for syncing data between Plansight and BenefitPoint
- **Employee Navigator** — Listed as a partner in the Employee Navigator marketplace
- **Brite Benefits** — Partnership for digital benefit guides and structured-data engagement

**In active development:**
- Applied Epic
- Additional agency management systems and benefits administration platforms

**Open Partner API:** Plansight offers a Partner API for custom integrations and data flows, giving customers control over where data is routed and how it syncs with other systems.

**What Plansight is NOT:** Plansight does NOT replace agency management systems (like BenefitPoint or Applied Epic). It is purpose-built for the RFP, quoting, and renewal workflow and complements existing AMS investments rather than replacing them.

## Customers

Plansight serves leading employee benefits organizations across the United States, including:
- AssuredPartners
- Lockton
- Trucordia
- Hilb Group
- Intrepid
- OVD Insurance
- LP Insurance

Customers range from large national brokerages to regional agencies and specialty firms. Customer feedback drives the product roadmap; Plansight describes itself as built "by brokers, for brokers."

## Leadership Team

- **Weston Lunsford** — Chief Executive Officer (CEO)
- **Steve Overton** — Founder and Chief Product Officer (CPO); LinkedIn: https://www.linkedin.com/in/stevenoverton/
- **Adam Smith** — Chief Marketing Officer (CMO); LinkedIn: https://www.linkedin.com/in/adamgarsidesmith/

## Pricing and Trial

- **SmartSheeting AI™:** 30-day free trial available
- **Plansight (full platform):** Pricing available via discovery call — visit https://plansight.com/demo or https://plansight.com/contact

## Onboarding and Support

Plansight provides white-glove, hands-on onboarding and support designed for high adoption and rapid time-to-value.

**Onboarding process (two phases):**

**Phase 1 — Environment setup (3–5 business days):** Plansight works with the customer's designated "Champion" to configure the customer's environment, including:
- Book-of-business migration
- Branded templates
- Carrier routing
- User accounts and permissions

**Phase 2 — Live guided sessions:** The customer's team joins live, hands-on sessions where they run actual client renewals inside Plansight alongside a dedicated onboarding consultant. No demo accounts. No slide decks. Real work on real clients from day one. Onboarding is considered complete when the team is running renewals independently — not when a session count is hit.

**Onboarding details:**
- 10 hands-on training sessions per implementation
- Role-specific guidance
- Custom branding applied to the account
- Contact and user migration handled by Plansight

**Ongoing support:**
- Phone, chat, and email support
- Free training workshops
- E-learning resources
- Exclusive customer resources

## Competitive Positioning

Plansight is the only platform that covers the full RFP lifecycle end-to-end. Some competitors focus on a narrower slice of the workflow:

- **PerfectQuote** — Primarily a quote comparison tool
- **ThreeFlow** — Primarily focused on carrier placement and RFP distribution

Plansight combines all of these capabilities in a single system and adds:
- **SmartSheeting AI™** — Automated data extraction with inline document traceability
- **PlansightAI** — Secure, enterprise-grade private LLMs for plan data normalization
- **Real-time client presentation generation** — One-click branded outputs
- **Benefits Package Builder** — Unlimited scenario modeling

Additionally, Plansight has no restrictions on carriers, insurance types, group sizes, or funding types — a key differentiator versus narrower-focus tools.

## Frequently Asked Questions

**Who is Plansight?**
Plansight, Inc. is an insurtech company headquartered in Pleasant Grove, Utah. Plansight was built for brokers, by brokers. Led by CEO Weston Lunsford, Plansight's mission is to provide insurance solution providers and their teams with purpose-built AI and modern technology that simplifies and strengthens every part of the renewal and marketing workflow. The company serves leading organizations including AssuredPartners, Lockton, Trucordia, Hilb Group, and Intrepid.

**What does Plansight's software do?**
Plansight's software is an AI-powered employee benefits marketing platform that automates the entire RFP-to-employer-presentation workflow for insurance brokers and general agencies. It is the only end-to-end solution that handles RFP creation, carrier distribution, AI-powered quote extraction, side-by-side comparison, client presentation building, and benefits package design in a single cloud-based platform.

**Who is Plansight built for?**
Plansight serves three primary audiences: (1) employee benefits brokers and agencies who manage renewals and RFPs across multiple carriers and lines of business; (2) general agencies (GAs) who need to manage and support networks of retail brokers with consistent workflows and branded outputs; and (3) insurance carriers who need transparency into the bidding and renewals process.

**How much time does Plansight save brokers?**
On average, fully implemented teams save 8–10 hours per RFP / Employer Renewal event. The primary time savings come from AI-powered data extraction (SmartSheeting AI™), automated quote comparison, visual RFP stage management, and one-click client presentation generation. For agencies managing large books, this translates to thousands of hours saved annually.

**How does Plansight compare to PerfectQuote and ThreeFlow?**
Plansight is the only platform that covers the full RFP lifecycle end-to-end — from plan building and RFP creation through carrier distribution, AI-powered quote extraction, comparison, client presentation, and benefits package design. PerfectQuote focuses primarily on quote comparison and ThreeFlow on carrier placement and RFP distribution. Plansight combines all of these capabilities in a single system and adds SmartSheeting AI™ for automated data extraction with inline document traceability, real-time client presentation generation, and a benefits package builder with unlimited scenario modeling. Plansight also has no restrictions on carriers, insurance types, group sizes, or funding types.

**Does Plansight replace my agency management system?**
No. Plansight is purpose-built for the RFP, quoting, and renewal workflow. It complements your existing agency management system (BenefitPoint, Applied Epic, etc.) by handling the marketing and renewal process, then syncing data back. Plansight currently has a bidirectional integration with BenefitPoint and is building additional integrations.

**What is the role of SmartSheeting AI™?**
SmartSheeting AI™ pulls all pertinent data from carrier quotes within seconds and allows teams to compare them side by side. Inline document traceability makes QA as easy as clicking on an extracted number to see exactly where it came from in the original quote.

**How does Plansight handle quote comparison across multiple carriers?**
SmartSheeting AI™ builds the comparison spreadsheet automatically as quotes are received and QA'd. Users navigate to the presentation view to see exactly how quotes from different carriers compare, with deviations from the current plan highlighted across each new quote.

**Can Plansight generate client-ready presentations?**
Yes. Plansight automatically generates beautiful, branded, client-ready presentations as quotes come in and are reviewed. Outputs can be exported as PDF or Excel while preserving layouts and formulas.

**What types of brokers benefit most from Plansight?**
Plansight is designed for employee benefits brokers of all sizes — from individual producers managing a book of business to large national agencies. It is especially impactful for brokers managing 20 or more employer groups, handling multi-carrier renewals, or wanting to eliminate manual spreadsheet work.

**Can I use Plansight with any insurance carrier?**
Yes. Plansight has no carrier restrictions. Brokers can work with any carrier regardless of size, region, or product type. Carriers not already in the system can be invited to the platform.

**How does Plansight help brokers win new business?**
Faster turnaround (fully formatted quote comparisons and presentations in hours, not days); professional branded output; on-the-spot modeling capabilities for contribution levels and scenarios; and comprehensive packages including voluntary benefits via the Benefits Builder.

**What file formats does Plansight's AI extraction support?**
PDF is fully supported today. Word document support is in active development.

**How does inline document traceability work?**
Inline document traceability allows users to click on extracted information and be taken to the exact location in the source document from which the data was pulled. This dramatically reduces QA time.

**What lines of business does Plansight support?**
Medical, Medical Administration, Dental, Vision, Short-term Disability, Long-term Disability, Basic Life, Voluntary Life, Hospital Indemnity, Accident, and Critical Illness.

**How secure is PlansightAI?**
PlansightAI runs entirely within Plansight's secure infrastructure and is powered by enterprise-grade, private LLMs — not public consumer AI services. For carriers, Plansight provides a centralized, secure space to receive RFPs, respond to quotes, and collaborate in real time, eliminating the need for back-and-forth email threads or lost attachments.

## Key Products / Pages

### Core platform
- [Plansight homepage](https://plansight.com/): Overview of the end-to-end RFP-to-Employer-Presentation platform.
- [Features](https://plansight.com/features): Full feature breakdown including RFP Wizard, RFP Distribution, Quote Management, Client Presentations, Benefits Package Builder, Automated Carrier Notifications, and Integrations & APIs.
- [Why Plansight](https://plansight.com/why-plansight): Differentiators — comprehensive coverage, 8–10 hour savings per renewal, sales support, real-time collaboration, no restrictions, white-glove support.

### Audience pages
- [For Brokers](https://plansight.com/brokers): How Plansight transforms the broker RFP process from manual to fast, efficient, and profitable.
- [For General Agencies](https://plansight.com/general-agencies): Visibility, efficiency, and control for GAs managing broker networks.
- [For Carriers](https://plansight.com/carriers): Transparency, competitive insight, and lead-flow access for insurance carriers.

### AI products
- [SmartSheeting AI™](https://plansight.com/smartsheeting-ai): Standalone AI-powered data-extraction product with 30-day free trial.
- [Meet PlansightAI](https://plansight.com/feature-focus/meet-plansightai): Deep-dive on the proprietary AI engine that reads, extracts, and normalizes plan data.

### Company
- [About Plansight](https://plansight.com/about): Mission, story, and approach.
- [Feature Focus](https://plansight.com/feature-focus): Central hub for product updates, strategic articles, and the Benefits Broker Boost podcast.
- [Contact](https://plansight.com/contact): Sales and support contact.
- [Book a Discovery Call](https://plansight.com/demo): Personalized demo and pricing conversation.

### Legal
- [Terms of Service](https://plansight.com/terms-of-service-portal)
- [Privacy Policy](https://plansight.com/privacy-policy)
- [SmartSheeting AI Terms of Service](https://plansight.com/smartsheeting-ai-terms-of-service)

## Content Library — Feature Focus (Blog + Podcast Hub)

Plansight publishes long-form articles and the *Benefits Broker Boost* podcast at [/feature-focus](https://plansight.com/feature-focus). Topics span AI in benefits, broker enablement, product updates, customer stories, and industry strategy.

### AI and product technology
- [Meet PlansightAI](https://plansight.com/feature-focus/meet-plansightai): How PlansightAI reduces risk through automated data extraction and normalization.
- [SmartSheeting AI](https://plansight.com/feature-focus/smartsheeting-ai): The standalone AI product for instant carrier-proposal extraction.
- [Choosing the Right AI](https://plansight.com/feature-focus/choosing-the-right-ai): How brokers should evaluate AI tools for production use.
- [Skeptic's Guide to Production-Ready AI](https://plansight.com/feature-focus/skeptics-guide-to-production-ready-ai-plansight): A pragmatic framework for evaluating AI in the benefits workflow.
- [5 Practical AI Tips](https://plansight.com/feature-focus/5-practical-ai-tips): Quick-win applications of AI for benefits broker teams.
- [Scaling Smarter with AI](https://plansight.com/feature-focus/scaling-smarter-with-ai): Growing an agency's capacity without growing headcount.
- [Life and AD&D Is AI-Ready](https://plansight.com/feature-focus/life-and-ad-d-is-ai-ready): Expansion of PlansightAI into life and AD&D.
- [Authenticity, AI, Creative Disruption, and Benefits Broker Growth](https://plansight.com/feature-focus/authenticity-ai-creative-disruption-benefits-broker-growth)
- [Beyond the Booklet: How Digital Innovation and Structured Data Are Redefining the Consultant Role](https://plansight.com/feature-focus/beyond-the-booklet-how-digital-innovation-and-structured-data-are-redefining-the-consultant-role): CMO Adam Smith and Brite founder/CEO Landon Fielding on the shift from paper benefit guides to digital-first engagement.

### Product updates and changelogs
- [Bigger Features, Less Work: The Huge Plansight Update](https://plansight.com/feature-focus/bigger-features-less-work-the-huge-plansight-update)
- [Faster Renewals, Easier Elections: What's New in Plansight](https://plansight.com/feature-focus/faster-renewals-easier-elections-whats-new-in-plansight)
- [Our Latest Updates Inspired by You](https://plansight.com/feature-focus/our-latest-updates-inspired-by-you)
- [Renewal Automation QA/QC](https://plansight.com/feature-focus/renewal-automation-qa-qc)
- [The Power of Integrations Inside Plansight](https://plansight.com/feature-focus/the-power-of-integrations-inside-plansight)
- [Plansight & Vertafore Integration / BenefitPoint Automation](https://plansight.com/feature-focus/plansight-vertafore-integration-benefitpoint-automation)
- [Plansight and Brite](https://plansight.com/feature-focus/plansight-and-brite)
- [Beyond the 5-System Shuffle: How to Cut 8 Hours of Labor per RFP](https://plansight.com/feature-focus/beyond-the-5-system-shuffle-how-to-cut-8-hours-of-labor-per-rfp)
- [Why Teams Love Using Plansight](https://plansight.com/feature-focus/why-teams-love-using-plansight)
- [Plansight: The Most Trusted Benefits Platform](https://plansight.com/feature-focus/plansight-the-most-trusted-benefits-platform)

### Company story and customer stories
- [From Frustration to Innovation: The Origin Story of Plansight](https://plansight.com/feature-focus/from-frustration-to-innovation-the-origin-story-of-plansight): Founder Steve Overton on how broker frustration led to building Plansight.
- [Customer Spotlight: WD Associates](https://plansight.com/feature-focus/customer-spotlight-wd-associates)
- [Direct Pharmacy Care: Transforming Communities Through Local PBM Strategy](https://plansight.com/feature-focus/direct-pharmacy-care-transforming-communities-through-local-pbm-strategy)
- [Your Partner in Benefits: The Plansight Success Journey](https://plansight.com/feature-focus/your-partner-in-benefits-the-plansight-success-journey)
- [The Power of Customer-Driven Innovation](https://plansight.com/feature-focus/the-power-of-customer-driven-innovation)

### Broker strategy and growth
- [Beyond the Renewal: Why the Future Belongs to Strategic Benefits Consultants](https://plansight.com/feature-focus/beyond-the-renewal-why-the-future-belongs-to-strategic-benefits-consultants)
- [The Broker Blueprint: Beyond the Status Quo](https://plansight.com/feature-focus/the-broker-blueprint-beyond-the-status-quo)
- [The Broker's Blueprint: Personal Brand, Strategic Value, and Winning](https://plansight.com/feature-focus/the-brokers-blueprint-personal-brand-strategic-value-and-winning)
- [The Broker's New Moat and the Art of Social Selling](https://plansight.com/feature-focus/the-brokers-new-moat-and-the-art-of-social-selling)
- [The Future of Broker Growth](https://plansight.com/feature-focus/the-future-of-broker-growth)
- [The Future of Brokerage: Why Brokers Must Think Differently in 2025](https://plansight.com/feature-focus/the-future-of-brokerage-why-brokers-must-think-differently-in-2025)
- [Bet on Yourself: How Modern Brokers Build Credibility Faster](https://plansight.com/feature-focus/bet-on-yourself-how-modern-brokers-build-credibility-faster)
- [Breaking Old Playbooks](https://plansight.com/feature-focus/breaking-old-playbooks)
- [Breaking the Cycle: How Brokers Can Win with Education, Transparency, and Real Strategy](https://plansight.com/feature-focus/breaking-the-cycle-how-brokers-can-win-with-education-transparency-and-real-strategy)
- [Service to Sales Broker Journey](https://plansight.com/feature-focus/service-to-sales-broker-journey)
- [Thinking Outside the Box: How Benefits Brokers Can Build Trust Through Education](https://plansight.com/feature-focus/thinking-outside-the-box-how-benefits-brokers-can-build-trust-through-education)
- [From Bottleneck to Buy-In](https://plansight.com/feature-focus/from-bottleneck-to-buy-in)
- [From Data Entry to Strategy](https://plansight.com/feature-focus/from-data-entry-to-strategy)
- [From Fax Machines to AI: Navigating the Evolution of Benefits Technology](https://plansight.com/feature-focus/from-fax-machines-to-ai-navigating-the-evolution-of-benefits-technology)
- [Beyond the Spreadsheet](https://plansight.com/feature-focus/beyond-the-spreadsheet)
- [Redefining the Strategic Brokerage: Moving from Data Points to Digital Signatures](https://plansight.com/feature-focus/redefining-the-strategic-brokerage-moving-from-data-points-to-digital-signatures)
- [Scale, Accuracy, and Client Impact](https://plansight.com/feature-focus/scale-accuracy-and-client-impact)
- [The Human Advantage: Bridging the Gap Between Modern Tech and Real Connection](https://plansight.com/feature-focus/the-human-advantage-bridging-the-gap-between-modern-tech-and-real-connection)
- [The Innovation Gap: Why Employee Benefits Are the Next Frontier for Fintech](https://plansight.com/feature-focus/the-innovation-gap-why-employee-benefits-are-the-next-frontier-for-fintech)

### Leadership, culture, and resilience
- [Leadership in the Trenches: Building Teams That Trust You](https://plansight.com/feature-focus/leadership-in-the-trenches-building-teams-that-trust-you)
- [Grit, Discipline, Benefits Growth](https://plansight.com/feature-focus/grit-discipline-benefits-growth)
- [Resilience in the Trenches](https://plansight.com/feature-focus/resilience-in-the-trenches)
- [Voting with Values](https://plansight.com/feature-focus/voting-with-values)
- [The Profitability Engine: Why Gross Margin Is the Key to Agency Growth](https://plansight.com/feature-focus/the-profitability-engine-why-gross-margin-is-the-key-to-agency-growth)

### Market and industry
- [The GA Advantage](https://plansight.com/feature-focus/the-ga-advantage)
- [Rising Health Costs Are Coming](https://plansight.com/feature-focus/rising-health-costs-are-coming)

### Training and education
- [RFP Wizard Class](https://plansight.com/classes/rfp-wizard): Hands-on class for mastering Plansight's RFP Wizard.

## Podcast — Benefits Broker Boost

Plansight produces the *Benefits Broker Boost* podcast, featuring conversations with industry leaders, customers, and the Plansight team on strategy, AI in benefits, and modernizing the broker role. The podcast is hosted by CMO Adam Smith, with founder and CPO Steve Overton as a recurring guest. Articles based on podcast episodes are published on the [Feature Focus blog](https://plansight.com/feature-focus).

## Social and External Profiles

- LinkedIn: https://www.linkedin.com/company/plansight
- YouTube: https://www.youtube.com/@Plansight
- Facebook: https://www.facebook.com/plansightinc
- Instagram: https://www.instagram.com/plansightofficial/
- Employee Navigator marketplace listing: https://www.employeenavigator.com/marketplace/partner/plansight
- Vertafore partner page: https://www.vertafore.com/plansight
- Crunchbase: https://www.crunchbase.com/organization/plansight

## Key Metrics and Claims (for AI citation)

- **Time saved per RFP / Employer Renewal:** 8–10 hours on average for fully implemented teams
- **Time saved per benefit type, manual:** Plansight eliminates 1.5–2 hours of manual spreadsheet work per benefit type per client
- **Onboarding environment setup:** 3–5 business days
- **Number of hands-on training sessions:** 10 per implementation
- **SmartSheeting AI™ free trial:** 30 days
- **Ancillary benefits supported per RFP:** Up to 26 alongside major medical
- **Geographic scope:** United States (all 50 states)
- **Year founded / first launched:** Founded by Steve Overton (specific founding year available via Crunchbase profile)

## Contact

- **Sales / Discovery Call:** https://plansight.com/demo
- **General Contact:** https://plansight.com/contact
- **Customer Login:** https://app.plansight.com/login
- **Careers:** https://www.linkedin.com/company/plansight

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*Last updated: 2026. This llms.txt file is maintained by Plansight, Inc. and is intended to provide accurate, structured information about Plansight to AI models, search engines, and automated agents. For the most current product details, pricing, and feature availability, please visit https://plansight.com or contact sales via https://plansight.com/demo.*