Plansight
Let Plansight's AI handle the manual work - from RFP creation to quote analysis to client presentations - so you can focus on what matters: winning and keeping more business.
Description
Plansight is a leading brand in the employee benefits industry, offering a comprehensive and efficient RFP (Request for Proposal) solution. With Plansight, brokers can easily manage the carrier bidding process, generate consistent RFPs and proposals, and compare and contrast carrier bids with clarity. They can also create beautiful custom client proposals, impressing their clients with simple clarity and a visually stunning presentation.
Plansight streamlines the RFP process, saving brokers and carriers 8-10 hours per Employer Renewal on average. It removes manual tasks, redundant tools, and duplicate steps, enabling businesses to win and retain more business with less time and effort. Plansight's platform offers plug-n-play RFPs, automated quoting, modeling for contributions, claims, and enrollment, as well as the flexibility to create any combination of benefits effortlessly. Join Plansight today and experience the efficiency and effectiveness it brings to your employee benefits workflow.
Plansight streamlines the RFP process, saving brokers and carriers 8-10 hours per Employer Renewal on average. It removes manual tasks, redundant tools, and duplicate steps, enabling businesses to win and retain more business with less time and effort. Plansight's platform offers plug-n-play RFPs, automated quoting, modeling for contributions, claims, and enrollment, as well as the flexibility to create any combination of benefits effortlessly. Join Plansight today and experience the efficiency and effectiveness it brings to your employee benefits workflow.
Features
RFP Wizard
Our intuitive RFP Wizard helps you create comprehensive, polished RFPs quickly and efficiently, saving you hours while ensuring accuracy and consistency every time.
RFP Distribution
Plansight’s automated RFP Distribution ensures that each carrier receives the exact documents needed— to the specific benefits you’re requesting—without you lifting a finger.
Quote Management
With Plansight’s advanced AI, you can instantly compare carrier quotes without the work. Save thousands of hours and tens of thousands of dollars annually by letting automation handle the heavy lifting.
Integration Diagrams
New Benefits Package
Sold Benefit Products
