Plansight — Team Training

1

Streamline plan renewals with drag-and-drop simplicity. Upload renewal documents and let AI auto-populate presentations.

PS-8038

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2

Combine multiple presentations into one unified client view. Merge benefit types across teams into a single presentation.

PS-8422

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3

Upload Word and Excel documents for AI extraction, plus hover-to-highlight annotations for instant data verification.

PS-8752 PS-8703

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4

Plan names now wrap in presentations so long names are always fully visible to clients.

PS-8632

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