Plansight

How to Turn 3 Hours of Proposal Prep into 10 Minutes

In this clip, Andy Neary joins the Benefits Broker Boost to deliver a powerful wake-up call about how benefits professionals manage their most valuable asset: time. As an industry expert and coach, Andy highlights why a broker’s most meaningful work happens when they are face-to-face with clients and prospects, not buried under hours of administrative tasks.

Andy breaks down a game-changing workflow from his recent workshop, explaining how to master the discovery meeting to gather the right information. He shares how modern producers are ditching the traditional 2- to 3-hour proposal prep process and instead leveraging AI to turn raw client data into a world-class presentation in just 10 minutes.

Plansight provides the digital infrastructure and efficiency brokers need to stay ahead of the curve. Streamline your RFP process, automate the heavy lifting, and free up your time to focus on what matters most: winning and retaining business.

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

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How do you stay agile when your company is growing at lightning speed?

At PLANSIGHT, it comes down to two core values that might seem contradictory at first: Humility and Innovation.

In this episode of the Benefits Broker Boost Podcast, Weston Lunsford and Adam Smith share how these values shape the way we build technology for the insurance industry. In a space where every broker has a unique way of doing things, listening is just as important as building.

Key strategies they discuss:

🔹 Customer-Led Direction: Why we evaluate every piece of customer feedback weekly to ensure we aren’t building in a vacuum.
🔹 The Ego-Free Product Team: Why engineers must be humble enough to pivot when feedback suggests a better way to solve a problem.
🔹 Preserving the Competitive Edge: Building flexible technology that allows brokers to maintain their unique "secret sauce" rather than forcing them into a rigid box.
🔹 Identifying Limiting Factors: Constantly searching for the small points of friction that keep a team from reaching full efficiency.
🔹 Culture as a Moat: How a culture of listening helps us win by helping our customers win first.

When tech companies stop listening, they start building "Frankenstein" products. We’re committed to staying humble, staying innovative, and staying focused on the broker.

👇 Check out the full clip below.

The Manufacturing Secret to Building a Better Employee Benefits Plan

Many employers treat their employee benefits plans with an “easy button” mentality, simply asking whether they can afford the premium increase and, if not, raising deductibles and moving on. In this clip, we dive into why this broken system fails both employers and employees, and why we need to treat benefits design with the same meticulous attention to detail a manufacturer uses when perfecting a product.

Discover why modern brokers must look at the entire lifecycle of a patient rather than just the premium renewal. We break down the shift toward proactive healthcare management, including implementing smart incentives for preventive care to catch illnesses early and using strategic care navigation to route members to high-quality, cost-effective doctors, rather than letting them wander blindly through a costly PPO network.

Don’t let clunky, reactive workflows get in the way of your agency’s growth. Plansight automates the heavy lifting of the RFP and benefits design process, giving you the tools to build highly optimized, data-driven plans that actually control costs for your clients.

👉 Book your personalized Plansight demo today: https://plansight.com/demo

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

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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

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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