Plansight Reviews & Product Details

Plansight is a modern benefits technology company headquartered in Pleasant Grove Utah, focused on transforming how brokers and carriers manage RFPs and renewals. Founded by industry veterans who saw firsthand the inefficiencies and frustrations in the benefits process, Plansight was built to simplify the complex and eliminate the manual. Our platform streamlines the entire RFP lifecycle, from issuing to quoting to finalizing, by centralizing communication, organizing data, and leveraging AI to eliminate redundant work. Key features include side-by-side quote comparison, carrier collaboration, version control, and automated data entry and validation. By replacing outdated spreadsheets and disconnected workflows, Plansight empowers users to save time, reduce errors, and focus on what matters most: delivering better outcomes for clients. Whether you're a broker managing multiple clients or a carrier responding to proposals, Plansight helps teams move faster, smarter, and with more confidence.