Joined September 2023 | Last Updated February 2025

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

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

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