.svg)
Why Plansight
Your best people spend renewal season retyping.
Plansight's AI runs the renewal from first carrier outreach to the client-ready presentation. You review, advise, and decide. 10 to 15 hours back on every marketed employer renewal.
What a marketed renewal costs you now
None of this is advice. It is moving numbers between documents, and it is where the hours go.
Chasing carriers
Sending the RFP, following up, finding out three weeks later that one carrier declined and never said why.
Spreadsheeting by hand
Proposals arrive in different formats from each carrier. Someone who can actually read a plan document has to normalize them before anyone can compare anything.
Rebuilding the presentation
Every time a quote lands. Again, when the client asks what if. Again, when a plan changes the week of the meeting.
The certificate that does not match
What was sold and what was written are not always the same, and the brokerage carries that, not the carrier.
From carrier outreach to client-ready presentation
A marketed renewal takes ten steps. Plansight runs all ten, not just the parts that are easy to automate, and nothing comes back to your team half done.
PlansightAI™ runs the renewal from first carrier outreach to final presentation
No spreadsheets, no stringing tools together. The AI reaches out to the carriers, builds the pre-renewal side-by-side against the current, drafts the RFP, gathers all documents, ingests the proposals as they land, and assembles the client-ready presentation. You review, advise, and decide.
10 to 15 hours back on every marketed employer renewal
Plansight's AI reads each carrier proposal as it lands and formats it into a clean, side-by-side format, so nobody on your team retypes a benefit, interprets a rate, or reconciles two versions of the same quote. Across a full book, that time adds up, and it is what makes reaching every group affordable.
Every client gets the treatment you reserve for your top ten
A call six months before renewal, with the market already run, reads as an advisor paying attention rather than a once-a-year quote. That is the relationship that does not shop itself. Complete presentations also surface the voluntary lines that are skipped when a deadline approaches.
Your whole book becomes performance data
Your team works the same renewal at the same time, with tasks and messages sitting beside the quotes instead of in five inboxes. Every quote, decision, and presentation stays on the record, so the questions that used to need a week of digging, which carriers actually win, where your renewals are landing, which groups are exposed, are answers you already have.
One company, two applications
Plansight is the company. The two things you would actually buy are below. Neither one is an application you have to assemble.
PlansightAI™
Runs the workflow
Your entire renewal and marketing workflow, in one application
It runs from the day the renewal opens until the day the elected plans take effect. Carrier outreach, the RFP, follow-up, proposal entry, the client presentation, and the push back into your other systems. This is what the four rows above are describing.
See how the workflow runs →SmartSheetingAI™
Does the task
Upload the plan documents. Get the data.
It reads benefit plan documents and gives back normalized comparisons in Excel, plus policy audits that show you where a certificate does not match what was sold. It is the engine inside PlansightAI, and you can buy it on its own.
Start a 15-day trial →Nothing reaches a client until a person approves it
The AI does the work and hands it back finished. What it does not do is send it. Every decision that reaches a client is still yours to make, and you can check how it got there.
You see the work, not just the output
Every extracted figure traces back to the page of the carrier document it came from.
You approve before anything goes out
The RFP, the comparison, the presentation. None of it leaves without a person releasing it.
You stay the advisor
Plansight does not recommend a plan to your client. You do.
Every carrier, every line, every funding type
Medical, dental, vision, life and AD&D, disability, and the voluntary lines from accident and critical illness to hospital indemnity. Fully insured, level-funded, self-funded, and community-rated, with stop-loss quoting and HSA, HRA, and FSA modeling built in. Community-rated and marketed plans sit side by side, which most brokers cannot produce by hand.
You will not be setting this up alone
We migrate your contacts and users, brand the account with your firm, and train your team in your own groups rather than in a demo account. Support continues after onboarding with someone who knows your book.
.svg)
.svg)
.svg)
.svg)
.svg)
.svg)
Don’t just take our word for it
Find more here.