No more excel or stringing together tools. Plansight has everything you need to quickly & easily create, distribute & compare quotes, PLUS, the tools you need to present, customize & finalize your clients’ elections.
Because Plansight automatically formats quotes into a clear, easy-to-read comparison chart, there’s no manual data interpretation or translation, saving you 8-10 hours per Employer Renewal (that’s potentially thousands of hours per year)!.
Plansight delivers more competitive quotes in minutes, offers presentation tools to help you sell faster with more confidence, budgeting tools for building more comprehensive packages, features for fast & easy renewals, and so much more.
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.
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!
Including migrating your contacts & users, customizing your account with your branding, and providing you with custom training & on-going support.