Plansight

09/21/2026

How long does it take you to present five community-rated plan groups to a small-group client? Not the quote. Five plan groups, three options each, priced against the client's current plan, ready to present.

For most brokers, that's an afternoon of side-by-side, save, close, reopen the presentation to see what it costs, start over if the numbers don't work.

PLANSIGHT rebuilt it. All five at once, with the cost impact visible while you build. Under two minutes.

🎥 Join us for a webinar where we will discuss "The Two-Minute Quote: Five Community-Rated Plan Groups, Built Live"

🗓️ When: September 30, 11:00 am MDT.

👉 Register Here: https://plansight.wistia.com/live/events/b5tt9mda02

And if you can already do this in under two minutes, come anyway. We want to know how.

Can't make it live? Register anyway, and we'll send you the recording.

If you have a small employer group on a community-rated plan and want to shop alternatives, how long does it take you to put five plan groups, with three options each, in front of that client? For most brokers, it's an afternoon. You pick two plans, open them side by side, confirm, save, close, then...

09/04/2026

To all the HR leaders, brokers, and benefits teams working tirelessly behind the scenes to keep organizations running smoothly, this weekend is for you.

Building, designing, and managing benefit plans takes immense dedication, strategy, and hard work. At Plansight, our mission is to make that labor simpler, smarter, and more efficient so you can spend less time wrestling with complex processes and more time driving real value.

This weekend, we honor the incredible effort and dedication of workers across every industry.

Wishing our clients, partners, and community a restful, well-deserved Labor Day break! ☀️

08/10/2026

There’s a simple filter for what to post on LinkedIn.

In this clip from Benefits Broker Boost, Andy Neary breaks down the four pillars he teaches for prospecting on LinkedIn:

1️⃣ Profile: make it prospect-friendly, like a personal website
2️⃣ Connections: proactively connect with your ideal client profile and welcome them in; don’t sell right away
3️⃣ Content: filter everything through one question: would my ideal client find this useful?
4️⃣ Pulling them off the platform: engage in DMs to turn connections into sales conversations

His filter for content is simple: would your ideal client find this useful? If yes, post it. That one question keeps your content focused on the people who actually matter for your business.

Consistency across all four pillars is what generates real activity, and real activity is what turns into pipeline. The hard part is finding the time actually to do it. Plansight takes manual RFP and renewal work off your plate, so brokers get that time back to invest in the profile, connections, and content that build their business.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

08/10/2026

There's a simple filter for what to post on LinkedIn.

In this clip from Benefits Broker Boost, Andy Neary breaks down the four pillars he teaches for prospecting on LinkedIn:

1️⃣ Profile: make it prospect-friendly, like a personal website
2️⃣ Connections: proactively connect with your ideal client profile and welcome them in; don't sell right away
3️⃣ Content: filter everything through one question: would my ideal client find this useful?
4️⃣ Pulling them off the platform: engage in DMs to turn connections into sales conversations

His filter for content is simple: would your ideal client find this useful? If yes, post it. That one question keeps your content focused on the people who actually matter for your business.

Consistency across all four pillars is what generates real activity, and real activity is what turns into pipeline. The hard part is finding the time actually to do it. Plansight takes manual RFP and renewal work off your plate, so brokers get that time back to invest in the profile, connections, and content that build their business.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

08/06/2026

Nobody wants to tell a client the rates they saw were wrong.

In this clip from Benefits Broker Boost, Whitney Williamson talks about being on both sides of that mistake, from catching formula errors on spreadsheets early in her career to now knowing exactly what it takes to avoid that conversation altogether.

Her take: having the source documents and the populated data side by side makes double-checking simple. No searching around, no jumping between files. If something looks off, it’s easy to pull up the carrier documents and fix it fast.

This is exactly why we built Plansight the way we did. Carrier documents and populated data live together in one place, so brokers can verify every rate with confidence before it ever reaches a client. No more digging through folders or cross-referencing five different files, just accurate numbers, right in front of you, every time.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

08/06/2026

Nobody wants to tell a client the rates they saw were wrong.

In this clip from Benefits Broker Boost, Whitney Williamson talks about being on both sides of that mistake, from catching formula errors on spreadsheets early in her career to now knowing exactly what it takes to avoid that conversation altogether.

Her take: having the source documents and the populated data side by side makes double-checking simple. No searching around, no jumping between files. If something looks off, it's easy to pull up the carrier documents and fix it fast.

This is exactly why we built Plansight the way we did. Carrier documents and populated data live together in one place, so brokers can verify every rate with confidence before it ever reaches a client. No more digging through folders or cross-referencing five different files, just accurate numbers, right in front of you, every time.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

08/03/2026

Building a book of business the traditional way takes grit.

That’s what Talia Carbah talks about in this clip from Benefits Broker Boost: the commission-only grind, the delayed gratification, and the reality that a lot of sales organizations don’t train new brokers well enough to set them up for success.

Her advice is simple: bet on yourself. Find the mentorship, courses, and conferences your organization isn’t providing, and keep investing in your own growth.

Plansight helps brokers spend less time buried in manual RFP and renewal work and more time on the relationship-building and self-development that actually moves a career forward.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

08/03/2026

Building a book of business the traditional way takes grit.

That's what Talia Carbah talks about in this clip from Benefits Broker Boost: the commission-only grind, the delayed gratification, and the reality that a lot of sales organizations don't train new brokers well enough to set them up for success.

Her advice is simple: bet on yourself. Find the mentorship, courses, and conferences your organization isn't providing, and keep investing in your own growth.

Plansight helps brokers spend less time buried in manual RFP and renewal work and more time on the relationship-building and self-development that actually moves a career forward.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

07/27/2026

Our industry sells a promise.

That’s the idea Chris Vanderwolk digs into in this clip from Benefits Broker Boost: clients aren’t buying a plan; they’re buying trust that when they need help, someone’s actually going to show up for them.

It’s a good reminder of what’s really on the line in this business. Service and follow-through are what make the sale mean something after the ink dries.

Plansight helps brokers spend less time buried in manual RFP and renewal work and more time on the relationships that build that trust in the first place.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo

07/27/2026

Our industry sells a promise.

That's the idea Chris Vanderwolk digs into in this clip from Benefits Broker Boost: clients aren't only buying a plan; they're buying trust that when they need help, someone's actually going to show up for them.

It's a good reminder of what's really on the line in this business. Service and follow-through are what make the sale mean something after the ink dries.

Plansight helps brokers spend less time buried in manual RFP and renewal work and more time on the relationships that build that trust in the first place.

To learn more about Plansight, 👉 schedule a discovery call with us: https://plansight.com/demo