Plansight

Plansight is an AI-powered benefits quoting and RFP platform that helps brokers and carriers reduce risk, save time, and grow.
 

Our Partnership

Vertafore + PLANSIGHT The Plansight & Vertafore integration drives efficiencies for agencies. Our partnership with Vertafore further enhances Plansight's ability to foster an efficient and collaborative RFP and renewal process. By connecting directly with insurance carriers, Plansight is able to make the renewal process simple and repeatable year after year.

Plansight - Vertafore
At Plansight, we simplify and strengthen how brokers market and renew employee benefits. Powered by AI, our platform automates quoting, comparisons, and analysis, saving time while improving accuracy. By integrating with tools like BenefitPoint, Plansight unifies the entire renewal process into one intelligent experience, so brokers can focus on strategy, relationships, and better client outcomes."

Weston Lunsford

CEO, Plansight

About Plansight

At Plansight, our purpose is to simplify and strengthen how brokers market and renew employee benefits. Powered by AI, our platform eliminates the tedious, repetitive work that has long burdened the industry, automating quoting, comparison, and analysis with precision and speed. By seamlessly connecting with the applications brokers already use, Plansight brings quoting, marketing, and renewal processes together in one intelligent experience. The result is greater efficiency, accuracy, and insight - empowering brokers to focus on strategy, relationships, and delivering stronger outcomes for their clients.

SmartSheeting AI™

SmartSheeting AI™ eliminates the tedious process of copying carrier quotes into Excel. Our system automatically organizes proposal data into interactive comparisons you can share instantly with clients. Faster, cleaner, and more accurate than any manual workflow.

Learn more

SmartSheeting AI Plansight
AI that works for brokers

AI that works for brokers

PlansightAI reads, extracts, and structures plan data from carrier proposals, SBCs, and policies. Instead of hours of spreadsheet setup and data entry, you get clean, review-ready comparisons in minutes. Built-in QA/QC reduces errors and gives you confidence in every renewal

Learn more

RFP software

Eliminate manual data entry, compare quotes in seconds, build professional client presentations in minutes, collaborate in real time & more.

Learn more

RFP software

How Plansight works with Vertafore

Connected Workflows, Confident Renewals

Discover how the Plansight and Vertafore BenefitPoint integration helps brokers manage renewals faster and more accurately. From syncing client data to automating plan comparisons and pushing renewals back to BenefitPoint, this integration keeps your data connected and your workflow smooth.

 

 

Related products

BenefitPoint

The management solution created for the unique needs of your benefits business.