USI Employee Benefits  ·  Marketing Vendor Demo

Built around your agenda.

We structured today exactly around the agenda you sent: a live demo through your marketing workflow, then capabilities, questions, and next steps. Ninety minutes, your checklist, in your order.
July 7, 2026 · 90 minutesDemo · Capabilities · Q&A
Today

Our agenda for the 90 minutes

5 min

Introductions

USI and Plansight. Group level, so we get to the good stuff quickly.

45 min

Demo & Capabilities

Using your workflow, how Plansight matches, improves, and enhances each step. Click any item to jump.

20 min

How can we help USI?

Show & Tell of other capabilities, plus samples built for other brokers and clients.

15 min

Questions & Answers

Open floor for the USI team.

5 min

Wrap up & Next Steps

What makes Plansight a fit for USI, and where we go from here.

Agenda · 20 minutes

How can we help USI?

Show & Tell

Beyond the core loop: the reporting deep-dive, carrier engagement insight, and anything that removes friction from your marketing workflow. Tell us where the pain is and we will show you.

Samples

Yes. We can share real output built for other brokers and clients, so you see finished presentations and spreadsheets, not just a demo environment.

Agenda · 15 minutes

Questions & Answers

Open floor. What would you like to see again, go deeper on, or pressure-test against a live USI scenario, your carriers, your markets, your lines of coverage?
Agenda · 5 minutes

Your workflow, in one platform.

Everything on your checklist, handled in one place, with the work you do along the way becoming the client presentation, always current.

One system

Spread, RFP, carriers, requotes, and the presentation, all in one place. No re-keying between spreadsheets and email.

You stay in control

Full control of the spreadsheet and every quote. Edit any value yourself, no gatekeeper.

Built for your scale

Any carrier, any rep, no logins. Automated follow-ups keep the market moving without you chasing it.