Plansight Proposal Generator

Build a personalized pricing proposal for your customer.

Proposal Details

Customer / Brokerage Name

Sales Rep

Contact Name

Contact Email

Contract Effective Date

Contract Term

Implementation Fee$

Your Book of Business 400 total groups

Small Group Accounts

Large Group Accounts

Pricing Inputs

Price per Group / Year

Retail price — no discount

Retail: $120/group/yr • Floor: $70/group/yr (42% discount)

Number of Plansight Users

Pricing Comparison

Per Group

Rate —

Discount from Retail —

Monthly Cost —

          Annual Cost
          —
        

Effective $/Group —

Per User

$299/user/month

$3,588 per user annually

Monthly Cost —

          Annual Cost
          —
        

Effective $/Group —

Documents Included —

AI Document Processing: Each user includes 1,500 docs/year. Additional documents $2.50 each — most brokerages stay well within their included volume.