Plansight
From RFP to renewal, Plansight automates the work so brokers can focus on the relationships that grow their business.
Description
Plansight is a group benefits platform built to eliminate the manual work that slows brokers down during renewal and RFP season. From automated proposal requests to AI-assisted quote analysis and side-by-side plan comparisons, Plansight gives brokers a faster, more accurate way to manage the carrier bidding process — saving teams 8–10 hours per renewal without cutting corners on quality.
For HR teams and employers, Plansight means faster turnaround, cleaner proposals, and a smoother decision-making process. Brokers using Plansight can respond more quickly, present more clearly organized options, and spend more time advising — less time formatting spreadsheets and chasing down carrier quotes.
Plansight integrates with Brite to connect the renewal process with employee benefit education. Once a plan is finalized, Brite helps employees understand what they selected and how to use it — giving brokers a complete, connected workflow from quote to communication.
For HR teams and employers, Plansight means faster turnaround, cleaner proposals, and a smoother decision-making process. Brokers using Plansight can respond more quickly, present more clearly organized options, and spend more time advising — less time formatting spreadsheets and chasing down carrier quotes.
Plansight integrates with Brite to connect the renewal process with employee benefit education. Once a plan is finalized, Brite helps employees understand what they selected and how to use it — giving brokers a complete, connected workflow from quote to communication.
Features
Why It Matters
Renewal season is one of the most time-intensive periods in a broker's calendar. Managing RFPs, collecting carrier quotes, and building out comparison reports manually takes days — and leaves room for error. Plansight automates that entire process, so brokers can move faster, reduce mistakes, and deliver a better experience to the clients counting on them.
Broker & HR Benefits
Brokers save hours per renewal with automated RFP workflows, AI-assisted quote analysis, and side-by-side carrier comparisons — all in one place. HR teams get cleaner proposals and faster turnaround, making it easier to evaluate options, stay on timeline, and communicate decisions to employees with confidence.
Getting Started
Plansight connects with Brite to bridge the gap between plan selection and employee education. Once the renewal is finalized in Plansight, that data flows into Brite so employees receive clear, personalized benefit guides — without brokers rebuilding content from scratch. Getting started is straightforward: connect your Plansight account and the integration handles the rest.
Integration Diagrams
New Benefits Package
Sold Benefit Products
