PLANSIGHT

Plansight, Inc. is an insurtech company headquartered in Pleasant Grove, Utah, building benefits renewal and marketing software for insurance brokers and general agencies. Its PlansightAI™ application manages the renewal workflow from carrier outreach and RFP creation through proposal comparison, client presentations, plan elections, and data transfer. The AI reads carrier documents in different formats, extracts and organizes plan details, and brings quotes into a side-by-side view. It can also draft RFPs, gather documents, contact carriers, and prepare branded presentations for broker review.

Designed to reduce manual work and duplicate data entry, Plansight helps teams spend more time advising clients and negotiating with carriers. Its shared, cloud-based workspace provides a central record of renewals, quotes, and decisions, with collaboration tools for teams. The platform supports different carriers, insurance types, group sizes, and funding types, and can push elected plan data to systems including BenefitPoint, Employee Navigator, Brite, and Open API. Plansight also offers white-glove onboarding, including contact migration, custom branding, and personalized training, alongside hands-on support.