Getting your book into Plansight
How your existing plan data becomes live data in the platform
How your existing plan data becomes live data in the platform
Internal note, remove nothing else before presenting
This page is written to be shown to a prospect. It carries no pricing, no internal system names, and no vendor dependencies. It is gated behind Plansight sign-in, so present it by screen share rather than sending a link. Everything below is safe to say out loud.
Your book already exists. It lives in the plan documents your teams collect every year, in the systems your offices run today, and in the spreadsheets in between. Plansight converts that into live data in the platform, and the work of doing it sits with us.
The short list is yours. Everything else is ours.
Four things
Everything else
The point of the split
Your team's contribution is access, confirmation, and judgment. Your team does not key plan data, and does not work through the documents one at a time. The volume work is ours, and it is the part we have built the technology to absorb.
Most brokerages use more than one, and they combine cleanly.
Carrier plan summaries, rate sheets, benefit summaries, and renewal packets, wherever your teams already keep them. This is the richest source, because a plan document carries the actual plan design rather than a summary of it. It is also the one that works everywhere, since it does not depend on any other vendor's cooperation.
Where a system you run holds structured plan and account data and offers a way to read it, we connect to it directly and use it to organize and cross-check the document set. Access is read-only and scoped to what the conversion needs.
Employer lists, group counts, effective dates, and the tracking spreadsheets your teams maintain. These are excellent for establishing the shape of the book quickly, and they anchor everything the documents fill in.
Medical, dental, vision, group life, voluntary life, short term disability, long term disability, accident, critical illness, hospital indemnity, and stop loss. A line outside that list still lives in Plansight with its documents attached, and we extend the reader as needed.
Four controls, and you hold the last one.
| Control | What it does |
|---|---|
| Every value traces to its source | Each extracted value carries a link back to the document and the exact place on the page it came from. When someone asks why a copay reads what it reads, the answer is one click, not a research project. |
| Confidence drives review | The conversion records how certain it is about every value. Anything below our threshold goes to a person before it is loaded, rather than landing quietly and being discovered later. |
| Cross-checking between sources | Where both a document and a structured record describe the same plan, they are compared against each other, and disagreements are flagged rather than silently resolved. |
| You verify a sample | Before any portion of the book is signed off, we hand-verify a set of plans on every line of coverage, and your team checks that sample against what you know. Nothing is declared converted on our word alone. |
For context on the underlying extraction: Plansight measured 93.09 percent field-level accuracy in Q1 2026 against human-verified ground truth. The controls above exist because that number is not 100, and a conversion should be designed around that fact rather than around a hope.
Value shows up early, and it compounds.
Your employer groups and plan records appear in Plansight with carriers, lines of coverage, plan years, and policy details. At the end of this step you can open the platform and see your book.
Rates by tier, rate guarantees, and fees attach to those plans, which is the point where renewal and marketing work becomes possible on converted data.
Benefit-level detail fills in, with the review queue working through anything uncertain and your sample checks confirming each line of coverage as it completes.
Once a plan is in your library it is available to your whole organization, it is searchable by name, and it stays available. Adding a plan by hand remains available to any user at any time, and a plan added that way behaves exactly like a converted one.
Your plans arrive as a package, not as a pile of records.
This is the part that makes a conversion worth more than a data transfer. Each employer's plans land as a coherent set that your team can pick up and act on, and Plansight treats that set as a reusable thing rather than as rows attached to one account.
A converted employer can go out as an RFP as it stands. Your team selects carriers, sends it, and the quotes come back into the same record. There is no step in between where somebody re-enters the plans in order to start marketing them.
Save an employer's plan set as a template and apply it to the next group that looks similar. It is not tied to the employer it came from, and it is available to your whole organization rather than to the person who built it.
Individual plans can be saved to your plan library with your own naming, searchable by plan name, visible across the brokerage. A plan you load once stays available to everyone, and it is not bound to a single plan year.
Anything your team wants to add directly, including a local or regional carrier plan, can be entered and saved to the library by any user. It then behaves exactly like a converted plan and is available to the whole team the same way.
The short version
The conversion is the starting line, not the finish. Your book arrives ready to work, and every plan that goes in stays available to your whole team going forward.
The agenda for a working session on implementation.
The commitment
The conversion work is ours to carry. What we need from your team is access, a few confirmations, and the judgment of people who know the book. We would rather spend the setup effort on our side than ask your teams to spend it on theirs.
Presenting this: screen share it. Do not name other vendors or characterize a prospect's current tooling. The argument is entirely capability-forward and it does not need a comparison to land. Internal economics and dependencies are on the executive version.