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Plansight
AddedFeb 15, 2024
UpdatedJun 18, 2026
Plansight

Plansight

Series A

Plansight, a tech firm founded in 2017, specializes in employee benefits solutions.

HQ
Midvale, UT, US
Founded
2017
Overview
Compare
Fundraising
Employees
Website

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.

Plansight - Quick Facts

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 has Plansight raised to-date?

As of Feb 16, 2023, Plansight has raised a total of $8.5M (USD).

How many employees does Plansight have?

Plansight has 14 employees as of Feb 5, 2024.

Plansight - Classification

Ownership
  • Venture Capital
Technology
  • Analytics
  • Automation
Geographic Exposure
  • United States
Model
  • Platform
Revenue
  • Recurring
  • Software
  • Transactional
Customer
  • Enterprise
  • Small Business
Main Product
  • Insurance Software
Tags
  • Insurtech
  • SaaS
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