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Plansight
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What is Plansight?

Plansight is a cloud-based RFP software designed specifically for insurance brokers and carriers, aiming to streamline the renewal and marketing process, save time, and increase profitability. The platform offers features such as automatic quote analysis, real-time collaboration, and white glove onboarding, making the creation, distribution, and comparison of quotes more efficient and facilitating better client presentations.

Advantages

  • Project management
  • Task tracking
  • Collaboration tools
  • Time tracking
  • Custom dashboards
  • Reporting features
  • Resource management
  • Integration options

Company

location
San Francisco, California
founded year
2015
employee size
100-200
parent company
Plansight Inc.

Reviews

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