We built this walkthrough around your As-Is renewal marketing workflow: the same seventeen steps, same hand-offs between Analyst, Carriers, and Account Manager. The difference is that in Plansight it all lives in one place, and the work you do is the client presentation.
This is your process, exactly as you spread it today. We'll walk each step and show the Plansight equivalent. Click any step to jump.
AnalystCarriersAccount Manager
Wrap up
That is your workflow. Start to finish, in one platform.
Every step you shared, the same hand-offs between Analyst, Carriers, and Account Manager, handled in one place. The work you do along the way is the client presentation, always current.
Prepare & Build→Go to Market→Evaluate→Client Review→Firm & Final→Close
One system
Spread, RFP, carriers, requotes, and the client 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 and no waiting.
Built for your scale
Any carrier, any rep, no logins required. Automated follow-ups keep the market moving without you chasing it.
Next
A closer look at reporting. As you close each RFP, Plansight captures the activity, so you can see your most engaged carriers, how fast they respond, and how often they decline to quote. Then: how can we help USI?