PLANSIGHT posted the live webinar recap from Weston Lunsford, Steve Overton, and Cole Herman breaking down the three-step call structure Case Open, Needs Audit, and Solution Presentation.

Plansight is the only AI application that manages your benefits renewal and marketing workflow. We give brokers and their teams purpose built AI that runs the entire quoting, marketing, and renewal workflow, from the first request out the door to the final analysis, so more of the day goes to strategy and client relationships. Because Plansight consolidates data across every carrier you market to, your team can see where premium is being won and lost by carrier and bring that insight directly into client conversations. Plansight connects with the applications brokers already use, bringing quoting, marketing, and renewal together in one experience. Our Mission To provide benefit brokers and their teams with purpose built AI and modern technology that simplifies and strengthens every part of the renewal and marketing workflow. Our Vision To become the most trusted and widely adopted application in the benefits industry by transforming how brokers market benefits, manage data, and serve clients. Our Purpose To remove complexity from employee benefits renewals and marketing so brokers can focus on relationships, strategy, and delivering real value to their clients. Our Brand Promise Plansight gives brokers the time, clarity, consistency, and insight they need to serve clients better, win more business, and operate with confidence. Our Values Integrity: We act with honesty, strong character, and genuine respect in every decision, and interaction. Hard Work: We put in the effort required to achieve meaningful results and grow through challenges and setbacks. Goal Focused: We stay clear on our mission, vision, and purpose, measure our progress, and take responsibility for moving toward results. Innovation: We remain humble, curious, and open to new ideas while creating solutions that are impactful for our team and our customers.