PLANSIGHT

🚀 Exciting News! We’re thrilled to introduce our All-New Marketing Technology! Say goodbye to the hassle of managing RFPs and proposals. With our innovative solution, you can effortlessly distribute your RFPs and streamline proposal management like never before! Check out the video attached to see this incredible technology in action, and don’t wait—book a demo today by clicking the link below 👇 to experience the transformation firsthand! DEMO 👉 https://lnkd.in/gU9-t63n #MarketingTechnology #RFPManagement #Innovation #Efficiency:

We’ve reimagined the navigation to make your life easier. Less clicking, more getting things done. 🙌 Here’s what’s new: • Streamlined navigation so you can find stuff faster. • A fresh, clean look to keep things simple. • Productivity boosts with fewer distractions. Rolling out January 13th—just log in, and it’ll be ready for you. We’d love to hear what you think!

✨ 2024: A Year of Milestones and Innovation at Plansight ✨ As we kick off 2025, we want to take a moment to reflect on the incredible progress we made last year—all thanks to you, our amazing community. Your trust, feedback, and partnership drive us to keep improving, and we’re excited to share some of the highlights we achieved together: 🚀 Streamlining Your Workflow with AI This year, we put AI to work for you, cutting out busywork so you can focus on your clients. - PlanFacts: AI-powered document reader extracts and enters plan details instantly. - Auto Quote Creation: Transform uploaded documents into spreadsheet-ready quotes in seconds. 🔍 Bringing Clarity to Your Day We made managing and validating information simpler and more intuitive. Side-by-Side Validation: Easily compare quote data with original documents in one view. - Employer Profile Redesign: Streamlined layouts for seamless navigation of plans, RFPs, and presentations. - General Agency Enhancements: Improved workflows to better support the unique needs of General Agencies. ⏱️ Delivering Results Faster Creating professional presentations has never been easier. - Auto Presentation Creation: Generate presentations as soon as quotes are received—automatically. - Excel Export for Presentations: Export presentations to Excel for additional customization or sharing. - Combined Cost Analysis Reports: Provide clear, comprehensive summaries your clients will appreciate. 🔮 Looking Ahead to 2025 While we’re proud of what we accomplished in 2024, we’re even more excited about what’s ahead. We’ll continue to listen, innovate, and deliver tools that make your work smarter, faster, and more impactful. Thank you for being part of our journey. Here’s to another year of growth and success—together! Warm wishes, The Plansight Team

We made it. For many benefits brokers, Q4 feels like a marathon - late nights, last-minute quotes, and endless renewals. Whether you got through it using Plansight's AI or sheer determination, now is the perfect time to pause, regroup, and look ahead. If there’s one resolution worth keeping in 2025, it’s cutting through the busywork so we can focus on what truly matters - building real client relationships and driving growth. Cheers to 2025. P.S. If you’re looking to make next Q4 a little less hectic, book a demo, we'd love to show you how.

"We've seen firsthand the challenges that benefits professionals face with manual data entry and analysis," "Our AI solution is not just about saving time; it's about empowering brokers to deliver more value to their clients. By automating the tedious parts of the job, we're freeing up our users to be the strategic advisors they were meant to be." -Weston Lunsford, CEO of Plansight https://lnkd.in/gBCQgNeG #plansight #ai #employeebenefits

🎃 This Halloween, the scariest thing isn't ghosts or goblins – it's manual data entry. But fear not! Plansight has cooked up a spellbinding solution to make your RFP nightmares disappear. 🧙♂️ Witness the magic of AI-powered RFP management  👻 See how we exorcise the demons of data entry  🧛♂️ Learn to vanquish the vampires of tedious quote comparisons Don't let another year of frightful workflows haunt you. 🕸️ Visit https://lnkd.in/gdJNGWJy to book your demo🕸️ #Plansight #BenefitBrokers #InsurTech #AIinInsurance #Halloween #InsuranceBrokers #EmployeeBenefits #Innovation #AI #

🚀 Exciting Update Coming Tomorrow!🚀 We’re thrilled to introduce a game-changing feature that will save our Plansight customers both time and clicks! Starting tomorrow, when a quote is received—whether from you or a carrier—it will be automatically created in seconds! Say goodbye to delays! Your quotes will now be fully formatted and ready for a quick QA process, allowing you to present them instantly. If you’re not yet a Plansight customer, now is the perfect time to explore our solution and see how it can benefit your brokerage. Schedule a demo with us today by visiting https://lnkd.in/gU9-t63n Keep an eye out for this update in your application and don’t miss the video showcasing it in action! #Plansight #NewFeature #BrokerageSolutions

🚀 Exciting News! We're thrilled to announce some major updates designed to enhance your experience and streamline your processes.   📅 Release Date: September 5 1. Revamped Employer/Groups Page: Enjoy a cleaner and more intuitive layout that allows you to find your clients with just two clicks. 2. Introducing + Employer Wizard: Our new tool simplifies adding prospective and new clients, enabling you to initiate an RFP in just minutes. 3. Enhanced Employer Profile Page: Get an instant overview of all client information, including contacts, account management details, benefit plans, renewal dates, RFP statuses, and presentations—all in one convenient view. 🎥 Check out our short videos showcasing these updates and see how they can benefit your workflow! 📞 Ready to take the next step? Book a demo with us today to explore these features in detail and see how they can transform your operations.   👉 https://lnkd.in/gH_CEfsV 👉 https://lnkd.in/gU9-t63n  We can't wait to show you what's new!

🚀 Maximize Efficiency, Minimize Errors!🚀 With 417,730 insurance brokers and agencies in the US as of 2023, the competition is fierce. The labor-intensive nature of this industry means human capital costs represent a significant expense (36.5% of revenue!). Plansight directly impacts this by eliminating data entry requirements, reducing clerical errors, and providing a consistent client presentation. Let us help you save time and money while enhancing your service quality! #InsuranceBrokers #TechSolutions #Plansight Schedule a call with a Plansight Technology Consultant today by visiting, https://lnkd.in/gU9-t63n

Offering clients comprehensive options is tough. Multiple lines, carriers, requirements, spreadsheeting, delays... time wasted. Meet Plansight. Offer up to 30 supplemental benefits: dental, vision, disability, accident, hospital, pet, cancer, legal, and more. Watch carriers respond with their best quotes, save favorites, and create client presentations in a few clicks. Plansight simplifies RFP management, boosts client satisfaction, retention, and revenue. Get a demo of Plansight today! https://lnkd.in/gT8q9Rmg #EmployeeBenefits #SupplementalInsurance #InsuranceBrokers #RFP