Plansight ROI Proposal Generator

Build a personalized ROI and pricing proposal for your customer.

Internal Sales Tool

Saved Proposals

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Proposal Details

Customer / Brokerage Name

Brokerage website

We’ll fetch their logo for the proposal cover.

Logo URL (override)

No logo

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

Fully Loaded Hourly Cost

Salary + benefits + overhead, per hour

Pricing Inputs

Price per Group / Year

Retail price — no discount

$50/group/yr minimum • $120/group/yr retail

Number of Plansight Users

ROI Summary

—

Hours Recovered

—

Labor Value Recovered

—

Current Manual Hours

—

Months of Capacity Returned

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.