PLANSIGHT is a software platform designed to streamline the process of marketing, distributing, and managing employee benefits for brokers and carriers. Plansight provides technology that helps professionals in the employee benefits industry automate marketing events, enhance distribution, and promote transparency, making it easier for employers to access high-quality benefits at affordable rates.
What problem does PLANSIGHT solve?
PLANSIGHT addresses the complexity and inefficiencies involved in marketing employee benefit plans. Traditionally, brokers and carriers face manual, time-consuming processes when it comes to presenting, comparing, and distributing benefit options. Plansight's end-to-end solution automates these workflows, reduces administrative burden, and fosters fair transparency between all stakeholders.
How does PLANSIGHT stand out?
Plansight distinguishes itself as the only complete, end-to-end marketing solution tailored for the employee benefits industry. Its advanced technology platform empowers brokers and carriers to:
- Automate benefit marketing events
- Improve distribution efficiency
- Ensure comprehensive plan comparisons
- Promote transparency for both employers and employees
Who uses PLANSIGHT?
Plansight primarily serves employee benefit brokers and insurance carriers, aiming to help employers discover and implement optimal benefits packages. The platform is used by industry professionals supporting organizations and employees across various sectors. Example customers include Alexandra Smith, Raj Patel, Derek Wang, Michael O'Brien, and Linda Torres.
How was PLANSIGHT started and who leads the company?
Founded in Lehi, Utah, PLANSIGHT was established by a team with deep expertise in SaaS, finance, and the employee benefits industry. The leadership team includes:
- Weston Lunsford (CEO): Brings experience as an operator, investor, and SaaS leader, guiding vision and strategy.
- Chris Toyn (CFO): Focuses on financial growth and operational success.
- Steve Overton (Founder, CPO): Oversees the software platform with decades of industry experience.
- David Sitterud (Founder): Works closely with broker and carrier partners to drive mutual success.
- Nick Warner (EVP of Client Success): Leads the client success function, ensuring smooth onboarding and ongoing support.
You can learn more about their team and values on the Plansight About page.
Where is PLANSIGHT located and how big is the company?
PLANSIGHT is privately held and headquartered in Lehi, Utah, United States. The company employs between 11-50 people, focusing on software development for the employee benefits industry.
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