PlansightAI helps benefits brokers run RFPs, compare carrier quotes, and prepare renewal presentations.

Plansight
Plansight, a tech firm founded in 2017, specializes in employee benefits solutions.
- 14
- Series A
Plansight, founded in 2017 and headquartered in Midvale, Utah, is a technology company specializing in employee benefits solutions. The company's core mission is to streamline the renewal and marketing processes for insurance brokers and carriers, making them faster, more efficient, and more profitable. Plansight offers an end-to-end RFP (Request for Proposal) software that automates the analysis and formatting of quotes, providing greater transparency and control around bidding and renewals. Their market focus is on top insurance brokers and carriers who seek to optimize their RFP needs.
Notable affiliated individuals include the founders and key executives who have driven the company's vision since its inception. Plansight has attracted significant interest from investors who recognize the value of its innovative approach to employee benefits management. Key achievements include substantial time savings per employer renewal for brokers and enhanced control for carriers, positioning Plansight as a leader in its niche market. The overall impact of Plansight's solutions has been to significantly improve efficiency and profitability in the employee benefits sector.
Products & Services
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Quick Facts
Who are Plansight's competitors?
Companies similar to Plansight include Outmarket, Benefix, Wunderite and Brite.
When was Plansight founded?
Plansight was founded in 2017.
Where is Plansight's headquarters located?
Plansight's headquarters is located in Midvale, UT, US.
When was Plansight's last funding round?
Plansight's most recent funding round was for $7.4M (USD) in February 2023.
How much disclosed funding has Plansight raised?
As of Feb 16, 2023, Plansight has disclosed funding of $8.5M (USD). Undisclosed round amounts are excluded.
How many employees does Plansight have?
Plansight has 14 employees as of Feb 5, 2024.
Classification
- Ownership
- Technology
- Geographic Exposure
- Model
- Customer
- NAICS
- 540000Professional, Scientific, and Technical Services
- 541618Other Management Consulting Services
- 541000Professional, Scientific, and Technical Services
- 541600Management, Scientific, and Technical Consulting Services
- 541610Management Consulting Services
- SIC
- 8748Business Consulting Services, Not Elsewhere Classified
- 8700Engineering, Accounting, Research, Management, And Related Services
- 8740Management And Public Relations Services
Show 7 more industry codes
- NAICS
- 513200Software Publishers
- 510000Information
- 513000Publishing Industries
- 513210Software Publishers
- SIC
- 7300Business Services
- 7370Computer Programming, Data Processing, And Other Computer Related
- 7372Prepackaged Software