Joined September 2023 | Last Updated July 2024
Make every part of the renewal and marketing process faster, more efficient & more profitable. From creation and presentation to distribution and renewals – Plansight was built to help employee benefits brokers & carriers.
Features & Quick Stats
How Plansight Helps Independent Agents/Brokers: Make every part of the RFP process faster, more efficient & more profitable. Plansight saves teams 8-10 hours per Employer Renewal, on average.
Integrations: BenefitPoint / Employee Navigator
Key Features:
- Customizable templates
- Send multiple RFPs with one click
- Compare quotes side-by-side without manual data entry
- Single system of record for easy renewals
- No limits on carriers, insurance types, group sizes, or funding types
Website: plansight.com
Contact: [email protected]
Headquarters: Lehi, UT
Number of Employees: 25
Area of Operations: All States
Need 1:1 Help?
Our team of industry leaders can help you maximize your existing technology, discover and evaluate potential alternatives, and even assist with implementing new solutions in your agency.
Compare Plansight to other solutions on the Catalyit Benefits Quoting & Management Guide.
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