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Plansight Inc. and Vertafore Collaborate to Revolutionize Insurance Solutions for Employee Benefits Brokers

Plansight Inc. and Vertafore Collaborate to Revolutionize Insurance Solutions for Employee Benefits Brokers
Partnership Announcement - Plansight and Vertafore Collaborate to Revolutionize Insurance Solutions for Employee Benefits Brokers

Salt Lake City – Plansight Inc., a pioneering force in innovative insurance solutions, is thrilled to announce a transformative partnership with Vertafore®, a leading insurance technology company. This strategic collaboration marks a significant milestone in Plansight's commitment to driving innovation and reshaping the landscape of insurance technology.

Plansight Inc. specializes in streamlining the Request for Proposal (RFP) process, revolutionizing its speed, efficiency, and profitability for employee benefits brokers and carriers. Through Plansight's solutions, thousands of hours are saved every year, transforming the employee benefits renewal process. Their profound understanding of brokers' and carriers' challenges uniquely positions them to offer solutions that transcend conventional limitations.

Plansight's cutting-edge solutions seamlessly integrates with BenefitPoint®, Vertafore's comprehensive agency management software for benefits brokers and agencies. This strategic alliance perfectly aligns with Plansight's core mission: simplifying and bringing transparency to the employee benefits renewal process for employee benefit agencies and carriers.

"Joining forces with Vertafore underscores Plansight's vision of shaping the future of the insurance industry. This partnership reaffirms our dedication to delivering revolutionary solutions to insurance professionals," affirmed Weston Lunsford, CEO of Plansight Inc. "Together, we are poised to drive innovation, streamline processes, and provide exceptional growth opportunities for our clients."

Through this strategic partnership, Plansight's solutions have consistently demonstrated their ability to optimize operations, enhance efficiency, and foster remarkable growth for clients. Insurance professionals seeking an innovative partner can confidently embrace Plansight, bolstered by the strategic partnership with Vertafore.

"Plansight Inc.'s commitment to cutting-edge technology and industry excellence perfectly complements our mission," added James Thom, Chief Product Officer at Vertafore. "Our collaborative efforts are poised to drive the insurance industry forward, providing our customers with the tools necessary to excel in an evolving landscape."

With shared aspirations to redefine the insurance landscape, Plansight Inc. joins forces with Vertafore as they assume pivotal roles in shaping the future of the industry. This partnership underscores the mutual commitment to driving innovation and achieving shared success in the dynamic realm of insurance technology.

For media inquiries and further information, please contact: Marc Watenmaker, Executive Vice President Email:

About Plansight Inc.: Plansight is the industry's only end-to-end RFP to Employer Presentation solution for insurance brokers and carriers. The cloud-based platform accelerates every aspect of the RFP process – from creation to presentation – making it faster, more efficient, and more profitable. To learn more, visit

About Vertafore:

As North America's InsurTech leader for more than 50 years, Vertafore is modernizing and simplifying the insurance life cycle so that our customers can focus on what matters most. Vertafore's solutions provide end-to-end connectivity across the distribution channel, improve the client and agent experience, unlock the power of data, and streamline essential workflows to drive efficiency, productivity, and profitability for independent agencies, MGAs and carriers. For more information visit


©2023 Vertafore and the Vertafore logo are registered trademarks of Vertafore. All rights reserved. All other trademarks are the property of their respective owners.

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