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Don’t just take our word for it

Hear from some of our amazing customers who are building faster.
Find more here.
"We had a brand new client come through and send an email saying this is the nicest output and presentation they've seen from a broker."
Account Manager
Hub International
"The RFP goes out to the carriers I select, and it just starts pulling it all together. All I have to do is download it and throw it into our PowerPoint, and we're good to go."
Account Manager
Baldwin Group
"Now we can add 15 groups and we don't have to hire anyone else."
Principal
Tex Cap Insurance
"I love the fact that it's just simple. If you want to add a new carrier, it's a name and an email. It's as simple as that."
Strategic Benefits Consultant
Alliant Insurance
"I've never seen carrier data consolidated like this; it will materially improve our negotiations with carriers."
Principal
Leading Independent Brokerage
"We've had two or three carriers say that Plansight, compared to their other brokers, is in the top tier."
Account Manager
HUB International
"One of the single biggest levers on EBITDA in a brokerage."
Leadership
Leading Independent Brokerage
"Plansight saves us a ton of steps. Our existing platform: we get the email, we drag and drop, we review, we plug it into spreadsheets. This eliminates all of that."
Account Manager
Regional Insurance Agency
"No more manual work or duplicate steps. Plansight has streamlined our entire RFP process"
Michael O'Brien
Carrier Relations Manager
"The real-time collaboration feature is a lifesaver. Our team has never been more in sync."
Linda Torres
Brokerage Team Lead