COMPANY PROFILE

Plansight

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A technology platform to compare various insurance plans.

Pleasant Grove, United StatesFounded 2017Health Tech & Medtech

Valuation $25–50M Last recorded · 2024

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Plansight

Plansight operates in the insurance industry, providing a comprehensive Request for Proposal (RFP) software solution tailored for insurance brokers and carriers. The platform streamlines the RFP process, saving users 8-10 hours per renewal by eliminating manual tasks and duplicate steps. Plansight's real-time collaboration feature enhances efficiency and effectiveness, allowing users to win more business. The company serves top insurance brokers and carriers, offering a competitive edge by enabling users to see how they stack up against competitors. The business model is subscription-based, generating revenue through software licenses and service fees. Plansight's team, with deep industry knowledge, understands the challenges of RFPs and provides strategic insights to optimize operations. The market it operates in includes insurance brokers, carriers, and agencies seeking to improve their RFP processes and client consultations.

MoreLess Source: Dealroom company data

At a glance

Status: Operational
Founded: 2017
Headquarters: Pleasant Grove, United States
Employees: 32
Open positions: None listed
Dealroom signal: 82.3/100
Industry: Health, Fintech
Sub-industry: Health Platform, Insurance
Sector: Health Tech & Medtech, Insurtech Distribution and Brokerage, Health Insurance, LandH Insurance, Hard Tech
Business model: Marketplace & ecommerce, SaaS
Client focus: b2b
Links: Website LinkedIn

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Funding history

4 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
SERIES C✓Equity / VC	Mar 2024	$5M	$37M	Undisclosed	↗
EARLY VC✓Equity / VC	Feb 2023	$7.4M	$30M	Undisclosed	↗

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Growth signals

Plansight website traffic

Latest recorded traffic for Plansight is 2.6K monthly website visits, up 165.3% over the last three months. Plansight's team grew 0% over the past year.

Latest monthly visits2.6K 3-month web change+165.3% 1-year team growth0%

Monthly website visitsJun 2018–Jul 2026

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