What Plansight does

Plansight, Inc. is a private US-based insurtech company headquartered in Pleasant Grove, Utah, founded in 2017 and operating with 11 to 50 employees. The company builds an AI-powered employee benefits marketing platform that automates the end-to-end RFP-to-employer-presentation workflow for insurance brokers, general agencies, and carriers. Its core product is a cloud-based platform covering RFP creation, carrier distribution, AI-powered quote extraction, side-by-side comparison, client presentation building, and benefits package design in a single shared workspace. The company's key proprietary technology is SmartSheetingAI™, an AI engine that extracts and normalizes data from carrier proposals, rate summaries, and certificates of coverage with reported 92%+ accuracy and hover-to-source QA verification; the platform also includes Scout, a domain-trained AI assistant launched in June 2026 that answers customer questions in real time using Plansight's own knowledge base.

Plansight's business model is a hybrid SaaS and usage-based subscription. The company offers tiered per-seat pricing for SmartSheetingAI (Professional at $25/user/month, Small Business at $20/user/month, Mid-Size at $15/user/month) alongside a $2 per benefit product extraction usage fee, with custom enterprise pricing for 11+ seat accounts. All plans are billed annually and include a 30-day free trial (20 documents, no credit card required) for self-serve adoption. The company runs a multi-motion go-to-market: product-led growth through self-serve signup, sales-led enterprise acquisition through 30-minute discovery calls, and channel-led distribution via General Agencies who deploy Plansight across their retail broker networks. Named enterprise customers include AssuredPartners, Lockton, Trucordia, Hilb Group, Intrepid, and OVD Insurance, and Plansight maintains a bidirectional integration with the BenefitPoint agency management system as well as a technology partnership with Brite for downstream benefits guide creation.

Plansight has raised capital through repeated SEC Form D exempt securities offerings, with filings in 2018, 2019, 2023, and 2024 totaling approximately $18.5 million across rounds (the most recent 2024 filing shows a $5.3M total offering with $4.99M already sold). The company maintains SOC 2 Type 2, ISO 27001 alignment, HIPAA compliance with an available Business Associate Agreement, and EU-U.S. Privacy Shield/GDPR compliance, supporting its handling of protected health information and sensitive benefits data for US-domiciled customers only.

Name

Plansight

Legal name

Plansight, Inc.

Website

https://plansight.com

Company type

Private

Founded year

2017

Operating status

Operating

Headcount range

11–50 employees

Short description

Plansight is a US-based insurtech company that provides an AI-powered, end-to-end RFP-to-presentation platform for employee benefits brokers, general agencies, and carriers, automating carrier proposal extraction, comparison, and client presentation workflows.

Ownership category

akta.pro rank

Product category

Insurance Technology / Employee Benefits Marketing Software

NAICS

Pharmacy Benefit Management and Other Third Party Administration of Insurance and Pension Funds (524292), Industrial Design Services (54142)

SIC

Services-Computer Programming, Data Processing, Etc. (7370), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Vision Benefit Administration (VBA) / Vision TPA (ASO) (HLAEAJAI)

akta.pro secondary industry

Vision Discount Plans (Non-Insurance) (HLAEAJAH)

Keywords

• Employee benefits software
• RFP automation
• Insurance brokerage platform
• Benefits marketing software
• AI document extraction

Headquarters

HQ city

Midvale

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. SaaS Subscription - SmartSheeting AI: Per-user monthly subscription with tiered pricing based on team size. Professional plan at $25/user/month, Small business at $20/user/month, Mid-size at $15/user/month, Enterprise at custom pricing. All plans include 30-day free trial.
2. Usage-Based Extraction Fees: $2.00 USD per benefit product extracted, billed monthly. A product is defined as a specific line of coverage such as medical, dental, STD, LTD, etc. This consumption-based model supplements the subscription revenue.
3. Enterprise Platform Subscription: Custom pricing for enterprise accounts with 11+ users, billed annually. Includes full platform access beyond SmartSheeting AI standalone.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels5 records

Core offering

Plansight is an AI-powered employee benefits marketing platform that automates the full RFP-to-employer-presentation workflow for insurance brokers, general agencies, and carriers. It combines RFP creation, carrier distribution, AI-powered quote extraction (SmartSheetingAI™), side-by-side comparison, client presentation building, and benefits package design in a single cloud-based system, sold primarily via per-seat subscriptions plus usage-based extraction fees.

Product overview

Plansight offers a unified AI-powered employee benefits marketing platform with a modular architecture. The core Plansight Platform serves as the central system, handling end-to-end RFP-to-employer-presentation workflows. SmartSheetingAI™ is a key add-on module that provides AI-driven document extraction and normalization, processing carrier proposals into structured data. Scout is an AI assistant module that answers user questions in real time using the platform's knowledge base. Pricing is available through tiered subscription plans for SmartSheetingAI™ and custom enterprise agreements for the full platform.

Differentiator

Problem solved

Functional benefit

Brands

• SmartSheetingAI™: AI-powered document extraction engine that extracts and normalizes carrier proposals, rate summaries, and benefit summaries into structured spreadsheet data with 92%+ accuracy.
• Scout

Products and services

• Plansight Platform AI-powered employee benefits marketing platform that automates the entire RFP-to-employer-presentation workflow for insurance brokers and general agencies. Handles RFP creation, carrier distribution, AI-powered quote extraction, side-by-side comparison, client presentation building, and benefits package design in a single cloud-based system.
• SmartSheetingAI™ AI-powered document extraction engine that extracts and normalizes plan data from carrier documents (proposals, rate summaries, certificates of coverage) into structured spreadsheet formats with 92%+ accuracy and hover-to-source QA verification for traceability. Sold as a standalone product via tiered per-seat subscriptions plus $2 per benefit product extraction fee, and also available as part of the Plansight Platform.
• Scout Real-time benefits-specific AI assistant embedded in the Plansight platform that answers customer questions directly within the product. Trained on Plansight's knowledge base to deliver precise answers, video walkthroughs, and article resources, helping benefits teams navigate the quoting process.

Quantifiable outcome

• Saves 8+ hours per RFP event on average
• +3 more outcomes

Named customers6 records

Segments3 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability5 records

Feature4 records

Partnerships

Six partnerships are on record, tiered core and minor.

• BritecoreTechnology or IntegrationBrite partnered with Plansight to eliminate manual data entry and streamline the employee learning experience from days to just ten minutes. Brite's digital benefit guides integrate with Plansight's platform, leveraging structured data from Plansight's extraction capabilities.
• OneDigitalminorStrategic or Co-development PartnerChris Vanderwolk, Director of Compliance and Innovation at OneDigital, appeared on Plansight's podcast discussing how to vet AI vendors and protect clients in a market with many new entrants.
• USIminorStrategic or Co-development PartnerDennis Walker from USI appeared on Plansight's Benefits Broker Boost podcast discussing the 'Human Advantage' in an increasingly automated brokerage world.
• McGriffminorStrategic or Co-development PartnerRyan Wiggins, Strategist at McGriff, discussed the 'Broker 3.0' model on Plansight's podcast, exploring strategic approaches to health plan design.
• Hub InternationalminorStrategic or Co-development PartnerMichelle Jukoski from Hub International appeared on Plansight's podcast discussing the evolution of benefits technology from manual processes to AI-driven workflows.
• WellyfeminorStrategic or Co-development PartnerDr. Jonathon Harrison, CEO of Wellyfe, discussed direct pharmacy care and local PBM strategy on Plansight's podcast, exploring broker opportunities.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• BenefitPoint: Agency management system used by benefits brokers and the integration partner named in Plansight's product docs. Overlaps with Plansight in the broker workflow and represents the incumbent stack Plansight layers on top of.
• Employee Navigator: Benefits administration and enrollment platform widely used by benefits brokers. Competes for the same broker wallet on the enrollment/renewal workflow that Plansight targets.
• Ease: Benefits administration and HR software for brokers and small employers. Targets the same broker-led benefits ecosystem and overlaps on enrollment, renewal, and plan comparison workflows.
• AgencyBloc: Agency management platform for health and life insurance agencies. Competes for broker workflow dollars including renewals, CRM, and reporting—adjacent to Plansight's RFP-to-presentation pipeline.
• Benelogic: Benefits decision-support and enrollment platform built for benefits brokers and employers. Competes on plan comparison, modeling, and decision tools that overlap with Plansight's comparison and presentation capabilities.
• NowCerts: Insurance agency management and comparative rater for health, life, and supplemental lines. Overlaps with Plansight on broker workflow automation and multi-carrier quote comparison.

Broad incumbents

• Applied Systems: Largest insurance agency management system provider (Epic, TAM, Applied Epic). Serves commercial and benefits lines; could embed RFP/quote automation into its suite, competing directly with Plansight's workflow.
• Vertafore: Insurance industry software suite serving agencies and carriers across benefits and P&C. Broad incumbent with the scale to add AI-driven RFP and comparison tools that would compete with Plansight.

Emerging players

• Planck: AI-powered commercial insurance data extraction and underwriting platform. Shares the AI document-extraction DNA with SmartSheeting AI but targets underwriting workflows; represents a potential horizontal AI competitor if expanded into benefits.
• SuranceBay: Sales and underwriting platform for life insurance and annuity distribution. Adjacent in applying workflow automation and AI to insurance distribution, with potential to extend into group benefits broker workflows.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/plansight
• Xx.com/plansightinc

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds4 records

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plansight