Sales Toolkit

ROI calculators, pricing proposals, and leave-behind guides

Prospect demos

Baldwin Demo · August 6, 2026

Finalist presentation, Tampa. Ninety minutes in five segments, run on ancillary, mostly live in the product. Presenter pace HUD, click-to-enlarge product pages, and the companion 8-step workflow deck.

Prospect 2 decks Upcoming

Archive 2 past demos

USI Demo · July 30, 2026

Capabilities Meeting, Round 2. Two-hour agenda deck mapped to USI's condensed 8-step workflow, with the medical deep dive, reporting, implementation, and integrations.

Prospect 2 decks

USI Demo · July 7, 2026

Agenda and workflow walkthrough built for USI's marketing platform demo. Start page lets you pick their agenda or the full 17-step As-Is workflow.

Prospect 2 decks

Implementation

The Book Importer

How a brokerage's entire book of business gets into Plansight without re-keying. Three versions of the same plan: engineering detail with source-verified file paths, the executive bet with economics and timeline, and a client-facing version safe to present to a prospect.

Conversion 3 versions Planning

Customer-facing

ROI Calculator

Hours and labor-cost recovered by automating renewals and marketing

Interactive

Pricing Tool

Per-group / per-user pricing side-by-side for customer conversations

Interactive

True Cost of Renewals

Leave-behind guide on where broker time goes during renewal season

Guide

Internal — sales reps

Sales Demo Training

End-to-end demo walkthrough, scripts, and downloadable assets — train new reps on the full Plansight demo.

7-step timeline

Live Demo

Run a sequenced demo with a prospect. Sticky step nav, Scout on the call, questions tagged by session.

Internal 2 tracks

Demo Q&A Sessions

QR code your prospects scan during the demo — Scout answers their questions live, and you get the full report afterward.

Internal Powered by Scout

Demo Link Builder

Build a personalized Supademo link for a prospect: pick the demo, type their name, copy a ready outreach email. Adding their email turns on view tracking in HubSpot.

Internal Powered by Supademo

Proposal Generator

Personalized ROI and pricing proposal for a specific customer

Internal