PLANSIGHT

PLANSIGHT is a cloud-based software platform that specializes in providing end-to-end RFP (Request for Proposal) solutions for the employee benefits and insurance industry. Founded in 2017 and headquartered in Lehi, Utah, the company focuses on automating various processes such as marketing, distribution, quote analysis, and employer presentations for brokers and carriers. Its platform, known as the Employee Benefits Efficiency Engine, streamlines the entire RFP lifecycle, enhancing efficiency and promoting transparency.

The platform features automation tools that eliminate manual data entry, support collaboration, and facilitate client presentations. It caters to all carriers and insurance types, offering white-glove onboarding and AI-driven automation that saves significant time during employer renewals. PLANSIGHT primarily serves employee benefits brokers, insurance carriers, and general agencies, helping them deliver value to employers and employees across various sectors. Key leaders include Founder and CPO Steve Overton and Founder David Sitterud, who focus on enhancing partnerships within the industry.