Plansight is an AI software brand serving employee benefits brokers and general agencies. Its platform manages the benefits renewal and marketing workflow, helping teams handle group renewals with greater consistency, transparency, and efficiency. From renewal tracking and requests for proposal (RFPs) to carrier follow-ups, proposal comparisons, and employer presentations, Plansight brings key tasks and documents together in one workflow.

PlansightAI™ can draft RFPs, distribute them to selected carriers, track responses, extract and normalize proposal details, and prepare presentations using a brokerage’s templates. Brokers remain responsible for reviewing recommendations, advising clients, and approving decisions; AI-generated work is routed for human review. The platform also supports live presentation updates for client scenarios, plan selection and binding workflows, and integrations that can send elected plan data to systems including BenefitPoint, Employee Navigator, and Brite. SmartSheetingAI™ audits issued certificates against carrier proposals and highlights variances. Plansight describes its service as supporting the renewal lifecycle from opening a case through starting the next cycle, with security and privacy controls that include SOC 2 Type II and HIPAA alignment with a BAA.