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From Plan Documents to Spreadsheet in Seconds
SmartSheeting AI™ is the AI engine that drives document extraction inside Plansight. In just seconds, it extracts and normalizes carrier proposals, eliminating the administrative drag that holds your team back.
Immediate Time Savings
SmartSheeting AI™ saves your team valuable time immediately
From the second you start your free trial, your team will be saving time with automated data extraction and normalization. Make manual entry a thing of the past.
Proof and Trust
What makes SmartSheeting AI™ reliable?
- 92% accuracy across even the most difficult plan documents.
- Hover to source QA makes finding where the AI pulled details from lightning fast.
- Top tier security that has been vetted by some of the largest agencies in the world.
The Engine in Action
Upload, extract, QA, export. It really is that easy.
- Upload: drop carrier documents into SmartSheeting AI's easy to use interface
- Extract: let SmartSheeting AI™ do it's work and be amazed as the data is extracted and normalized in seconds
- QA: hover over any of the extracted data to see exactly where it came from in the carrier documents
- Export: export your data into your pre-determined format
Real-time team collaboration
Creates a single system of record with a shared, cloud-based workspace
Instead of working independently, you & your team can now work on RFPs together in real time.
You can also keep all tasks & messages in one place, creating a single system of record that maintains organization & clarity.
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No limits
Supports all carriers, insurance types, group sizes, or funding types
It doesn’t matter which carrier you work with, what kinds of insurance you want to offer, your group or funding size – Plansight has your back!
White glove support
Personalized, hands-on support during & after onboarding
Including migrating your contacts & users, customizing your account with your branding, and providing you with custom training & on-going support.
Don’t just take our word for it
Hear from some of our amazing customers who are building faster.
"With Plansight, I've saved countless hours on renewals. It's a game-changer for
brokers!"
brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead
"With Plansight, I've saved
countless hours on renewals.
It's a game-changer for
brokers!"
countless hours on renewals.
It's a game-changer for
brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
MO
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
LT
Linda Torres
Brokerage Team Lead