# Plansight

> The industry's only end\-to\-end RFP to Employer Presentation solution for insurance brokers and carriers

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Midvale, Utah |
| Founded | 2017 |
| Stage | Growth |
| Employees | 11-50 |
| Funding | Series B |

## Overview

Plansight is a software company that provides RFP solutions for the insurance industry, specializing in employee benefits. Founded in 2017 and headquartered in Midvale, Utah, the company offers a cloud-based platform that automates the entire RFP process for insurance brokers and carriers, from creation to presentation and renewal management.

The platform is designed to save brokers 8-10 hours per employer renewal on average, transforming the employee benefits renewal process by eliminating manual data entry and streamlining workflows. Plansight serves both insurance brokers looking to improve efficiency and carriers seeking transparency and control over bidding processes.

Plansight has successfully completed a Type 2 SOC 2 Examination with an unqualified opinion, reporting on Security and Privacy Standards established by AICPA for its Employee Benefits Efficiency Engine.

## Products & services

### RFP Creation & Distribution

Automated RFP creation and distribution platform for employee benefits.

**Key features:**

- Automated RFP creation
- Distribution to carriers
- Real\-time collaboration
- Support for all carrier types, insurance categories, and group sizes

*Target users:* Brokers

### Quote Analysis & Comparison

AI-driven quote analysis and comparison completing in seconds rather than manually.

**Key features:**

- Automated quote analysis
- Side\-by\-side comparison
- Carrier visibility into quote progress
- Competitive positioning insights

*Target users:* Brokers, Carriers

### Employer Presentations

Professional client presentation generation for employee benefits proposals.

**Key features:**

- Customizable presentation templates
- Branded output materials
- Data\-driven visualizations
- Client\-ready deliverables

*Target users:* Brokers

### Renewal Management

End-to-end renewal workflow management for employee benefits.

**Key features:**

- Renewal tracking and automation
- Historical data management
- Workflow optimization
- Team collaboration tools

*Target users:* Brokers

## Category & focus

- Subcategories: Proposal Management, Quote Comparison, Employee Benefits
- Insurance verticals: Employee Benefits, Group Insurance
- Target customers: Brokers, Carriers

## Notable customers

- \[Unknown \- Partners include Vertafore\]

## Links

- Website: <https://www.plansight.com>
- Directory profile: <https://insurtechlist.com/companies/plansight/>
- About: <https://www.plansight.com/about>
- Linkedin: <https://www.linkedin.com/company/plansight>

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*Last updated: 2026\-03\-25*