You can use Plansight to manage the employee benefits renewal and RFP process from start to finish. It reaches out to insurance carriers, drafts RFPs, collects quotes, and normalizes them into side-by-side comparison tables. You can click on any extracted number to trace it directly back to the carrier document for quick verification. It also builds client-ready presentation slides, models what-if benefit scenarios during meetings, audits final policies against original proposals, and syncs data directly with your agency management systems.
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