This product hasn't been reviewed yet! Be the first to share your experience.

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 By replacing outdated spreadsheets and disconnected workflows, Plansight empowers users to save time, reduce errors, and focus on what matters most: delivering better outcomes for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.

Seller

Plansight

Languages Supported

English

Product Description

Founded to revolutionize the employee benefits and insurance industry, Plansight is the pioneering Benefits Management System. We've brought together a team with extensive industry knowledge and technical acumen to develop a platform specifically designed for today's benefits professionals. Our system streamlines the often complex and fragmented processes of organizing quotes and proposals, fostering seamless collaboration between employer benefit brokers and carriers. Plansight provides unparalleled efficiency gains and delivers the critical insights needed to make smarter, data-driven benefits decisions. We empower brokers to deliver exceptional client experiences and enable carriers to efficiently win, manage, and retain business.

Overview by

Cole Herman

Top-Rated Alternatives

Responsive, formerly RFPIO

View All Alternatives

Plansight Media

Plansight Demo - Create Your RFP in Minutes

Say goodbye to tedious RFP preparation. Our intuitive RFP Wizard helps you create comprehensive, polished RFPs quickly and efficiently, saving you hours while ensuring accuracy and consistency every time.

Plansight Demo - Automate & Simplify the RFP Distribution

Gone are the days of manually sending multiple emails and endless lists. 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.

Plansight Demo - Instantly Compare Quotes with No Manual Data Entry Required

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.

Plansight Demo - Impress Your Clients with Beautiful, Modern Presentations

Say goodbye to the hassle of formatting Excel sheets, double-checking formulas, and struggling with pixelated logos.

Plansight Demo - Build the Perfect Benefits Package

Say goodbye to uncertainty and “what if”. With Plansight’s Benefits Package Builder, you can create personalized benefits packages that align perfectly with your client’s budget and goals. Design comprehensive, cost-effective solutions with complete confidence.

Plansight Demo - Notify Carriers Quickly, Efficiently, & Securely

Stay ahead of deadlines with Plansight’s automated notification system. Ensure that Carrier Representatives receive the right information exactly when they need it—without delays or manual follow-ups.