Header image

Why choose Plansight?

Learn why top insurance brokerages & carriers have partnered with Plansight for all their RFP needs.
Book a Demo
Truly comprehensive

Supports the entire RFP process, from creation to presentation & beyond

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.

See all features
Faster & more efficient

Saves 8-10 hrs per Employer Renewal, on average

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)!.

Supports sales

Makes winning & retaining business faster & easier

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.

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.

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!"
AS
Alexandra Smith
Senior Benefits Broker
"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
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner
"With Plansight, I've saved countless hours on renewals. It's a game-changer for brokers!"
AS
Alexandra Smith
Senior Benefits Broker
"Seeing how we stack up against competitors has given us a competitive edge. Thank you, Plansight!"
DW
Derek Wang
Carrier Strategy Director
"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
"We've won more business with Plansight. It's efficient, effective, and incredibly profitable."
RP
Raj Patel
Agency Owner

See how Plansight can save your team
8-10 hours per Employer Renewal

Let us show you how Plansight can make your RFP process faster,
more efficient, and more profitable with a free, personalized demo.
Book a Demo