The benefits renewal season doesn’t have to be chaos, it can be your biggest growth opportunity. In this episode, Weston Lunsford, CEO of Plansight, joins the VIP Podcast to show how brokers are transforming the RFP process from manual madness into a modern, strategic advantage. With automation, clean data, and smart integrations, brokers are doubling client count, increasing revenue per client, and delivering high-touch service without the burnout. If you’re still managing renewals in spreadsheets and inboxes, this is your wake-up call to level up.
Click play on this one and you will discover how to :
Deliver faster, cleaner RFPs that convert, and impress the employer.
Automate low-value tasks to free you up for more value add tasks.
Double your client volume, without hiring new staff.
Push plan data directly into BenefitPoint, with no re-entry required.
Win by blending automation with high-touch, relationship-driven service.
Get your pen and paper ready; you'll want to take notes on this one.