USI Employee Benefits  ·  Marketing Vendor Demo  ·  July 7, 2026

Where would you like to start?

Two ways through the same story, whichever fits the room. Pick one now, and you can switch anytime from the menu button inside either deck.
Their plan, mapped to Plansight

The Agenda

Walk the meeting exactly as USI laid it out: the 12-item demo checklist, then capabilities, Q&A, and next steps. Best when you want to follow their agenda line by line.

Open the agenda →
17 steps, end to end

The Workflow

Walk USI's full As-Is renewal marketing workflow, step by step, and how Plansight handles each one. Best for the deep dive through their day-to-day process.

Open the workflow →
Tip: press the ⌂ menu button in either deck to come back here.