Plansight

06/02/2026

In this clip, Justin Burgess joins the Benefits Broker Boost to deliver an inspiring and practical perspective on the true purpose of employee benefits: driving down the actual cost of healthcare. As a forward-thinking industry professional, Justin shares how designing strategic plans allows brokers to unlock massive savings for employers while creating life-changing perks for their employees.

Justin breaks down his philosophy on why fixing health insurance goes beyond just growing a business. He explains how intentional plan design can free up enough capital for employers to fund game-changing initiatives, from complementary direct primary care to completely free generic medications and zero-cost procedures.

Plansight provides the digital infrastructure and efficiency brokers need to stay ahead of the curve. Streamline your RFP process, unlock administrative savings, and give your clients the financial freedom to build better, more affordable benefits plans.

👉 Schedule a discovery call with Plansight: https://plansight.com/demo

HealthcareSavings InsuranceInnovation JustinBurgess DirectPrimaryCare PlanDesign

05/29/2026

The New Rules of Prospecting: Building Brand Awareness to Win Clients

In this clip, Andy Neary tackles the disconnect between legacy sales tactics and modern insurance prospecting on the Benefits Broker Boost podcast. At the same time, traditional methods built incredible books of business decades ago, relying solely on outdated playbooks of cold calling and quoting, which are holding producers back today.

To successfully book appointments in the current market, agency leaders must help their producers build strong personal brands and drive strategic awareness before ever asking for a meeting.

Plansight provides the digital infrastructure and efficiency brokers need to stay ahead of the curve. Streamline your RFP process, elevate your market presence, and give your producers the modern tools they need to win the modern employer.

👉 Schedule a discovery call with Plansight: https://plansight.com/demo

InsuranceInnovation B2BSales PersonalBranding InsuranceMarketing ProspectingStrategies

05/22/2026

The Best Social Media Metric for Closing Deals

In this clip, Sims Tillirson tackles the disconnect between surface-level social media metrics and actual revenue generation on the Benefits Broker Boost podcast. While traditional marketing relies heavily on vanity metrics like impressions, modern insurance producers need to look deeper to see what content is actually driving business.

To gauge prospect intent effectively in the current market, Sims explains why he focuses heavily on saves and sends. When a prospect engages deeply enough to save your content or share it with a peer, it is the strongest indicator that you are about to close a deal.

Plansight provides the digital infrastructure and efficiency brokers need to stay ahead of the curve. Streamline your RFP process, elevate your market presence, and give your producers the modern tools they need to win the modern employer.

👉 Schedule a discovery call with Plansight: https://plansight.com/demo

InsuranceInnovation B2BSales PersonalBranding InsuranceMarketing ProspectingStrategies

05/15/2026

Are you paying for 5 different vendors when you only need one streamlined workflow?

Many brokers are juggling a quote aggregator, an AMS, an ACA tool, and multiple carrier portals just to generate a single quote. This system fragmentation is cumbersome and makes scaling your agency nearly impossible. Efficiency is the engine of profitability, and it's time to consolidate your tech stack to recover 8+ hours of labor per renewal.

Join us for a live webinar to learn how to ditch the shuffle and reclaim hours of productivity.

🗓️ When: May 13 at 11:00 AM MT
👉 Register here: https://plansight.wistia.com/live/events/jsdjho6jk9

05/15/2026

05/14/2026

Is your outreach getting lost in the "noise of sameness?"

On the latest episode of the Benefits Broker Boost Podcast, Adam Smith and Dennis Walker discuss why 300 "personalized" emails all look exactly the same to a prospect. To stand out, brokers must move beyond the automated script and start acting as strategic consultants.

From identifying the 14 areas of carrier profit padding to implementing Direct Primary Care subscriptions, it is time to change the conversation.

Watch the full episode to learn how to reclaim your human advantage: https://youtu.be/3IWeZm9wKUA

Reach out to us to see how Plansight can help you automate the busywork so you can focus on strategy.

Is your outreach being ignored because it sounds like everyone else?In this episode of the Benefits Broker Boost Podcast, Dennis Walker of USI joins Plansigh...

05/12/2026

Is your team stuck in the "5-System Shuffle?" 🔀

Most benefit brokerages are trapped in a manual loop: jumping between AMS platforms, quote aggregators, carrier portals, and endless Excel grids just to generate a single RFP.

The result? 10+ hours of labor "tax" per renewal and a massive risk for data entry errors.

Join Plansight CMO Adam Smith and our special guest, Scott Millson, for a live webinar where we pull back the curtain on how top agencies are recovering a full day of labor per renewal.

We’re discussing:

✅ The "Why Now" Factor: Why 2026 demands a more aggressive market strategy than ever before.
✅ Eliminating the Manual Build: How to stop rebuilding plan designs from scratch.
✅ Scaling Capacity, Not Stress: How automation allowed one user to manage a massive book of business while maintaining 98% retention and 30% product expansion.

It’s time to move your team from "data entry" to "strategic consulting."

🗓️ When: May 13, 2026 | 11:00 AM MST
🔗 Save your seat here: https://plansight.wistia.com/live/events/jsdjho6jk9

05/08/2026

How accurate is your data entry process?

In the latest episode of the Benefits Broker Boost Podcast, Adam Smith and Brent Combs break down the "Plansight AI Engine." We are not just using AI for the sake of a buzzword; we are using it to eliminate the 40% of time teams waste on manual spreadsheeting.

From "shape accuracy" to the "breadcrumb trail" of our new Annotations feature, see how we are building a high-trust environment for benefits professionals.

🎥 Watch the full episode here: https://youtu.be/CbHP3DRzsDY

If you are ready to see how Plansight can streamline your RFP process, send us a message today.

Can you trust AI to handle the nuances of complex insurance plan designs?In this episode of the Benefits Broker Boost Podcast, Adam Smith, CMO at Plansight, ...

05/08/2026

Can you build high-trust technology using a tool you don’t naturally trust?

In this clip, Brent Combs, the engineer behind Plansight, shares his personal “origin story” regarding artificial intelligence. As a former underwriter with a background in deterministic math and calculus, Brent was originally the biggest detractor of moving away from black and white machine learning models.

He breaks down his “Guilty Until Proven Innocent” philosophy, explaining why he starts every day with the assumption that AI is inaccurate, inconsistent, and slow. By holding the Plansight engine to a higher standard than human data entry, Brent ensures that every professional using the platform has a tool that carries a true “stamp of approval”.

Insights from this clip:

🔹 The Detractor’s Perspective: Why a background in underwriting makes you the toughest critic of general-purpose AI.
🔹 The “It’s Wrong, Make It Right” Philosophy: How starting with a default of failure leads to more robust technology.
🔹 Avoiding the Trick: The responsibility of a builder to never “trick” themselves or their users into trusting unreliable outputs.
🔹 Professional Standards: Why industry domain knowledge is the only way to build tools that experts will actually use.

👉 Learn more and schedule a discovery call: https://plansight.com/demo

04/30/2026

Is your team inadvertently creating a security risk by using public AI tools for client data?

In this clip from the Benefits Broker Boost Podcast, Weston Lunsford and Adam Smith discuss the high-stakes intersection of AI innovation and data privacy in the insurance space. While many companies treat security as a "check the box" exercise, Weston explains why the rapid rise of Large Language Models (LLMs) requires a much more rigorous approach than standard certifications provide.

Key strategies they discuss:

🔹 Beyond SOC 2: While SOC 2 Type 2 is a baseline, a truly secure system must prioritize both data security and privacy to protect sensitive employer and census information.
🔹 The "Secure Box" Strategy: Using enterprise AI models allows technology to be "boxed in," ensuring that when you feed it information, that data cannot bleed out to train public models.
🔹 The Self-Provisioning Trap: Many teams are already using public AI tools to analyze quotes and plan documents, which can lead to inadvertent violations of privacy acts.
🔹 Deliberate Vetting: New technology should only be integrated once there is definitive knowledge of its security controls, rather than relying on assumptions.
🔹 Enterprise vs. Commercial AI: Understanding the difference between public-facing AI and secure, enterprise-grade environments is critical for agency leaders.

Innovation is moving fast, but in the world of employee benefits, security cannot be an afterthought.

🎥 Check the clip out: https://youtu.be/G35Zytkh7qQ

AI and Data Security: Beyond the Bare Minimum in Insurance Tech