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Pleasant Grove Today
By the People, for the People
Plansight Unveils 'Transparent AI' to Automate Benefits Data Entry
New capabilities eliminate manual data extraction, offer 100% traceability for brokers.
Mar. 30, 2026 at 6:19pm
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Plansight's new 'transparent AI' platform aims to eliminate the manual data entry that has long plagued the employee benefits industry.Pleasant Grove TodayPlansight, a leading AI platform for employee benefits, has announced a breakthrough update to its purpose-built AI engine. The new 'Point-of-Origin' transparency and expanded multi-line support effectively end the era of manual data entry and 'black box' AI in the benefits renewal and marketing process. The update allows brokers to instantly verify the source of any extracted data, eliminating the need for tedious auditing.
Why it matters
For decades, benefits brokers have struggled with the manual extraction of data from disparate carrier PDFs, a process prone to human error and difficult to scale. Plansight's latest release solves this problem by embedding advanced AI directly into the broker's daily workflow, transforming unstructured documents into actionable intelligence in seconds.
The details
The centerpiece of this release is a new interactive review interface designed to build absolute trust in AI-generated data. Users can hover over any extracted data point to see its exact origin, and the platform will instantly jump to and highlight the specific text within the source PDF. This eliminates the need for 'stare and compare' auditing, allowing brokers to validate entire plan designs with a single click. Plansight has also expanded its sophisticated extraction models beyond medical, now supporting the full spectrum of employee benefits including dental, vision, disability, and life insurance.
- Plansight unveiled the new features on March 30, 2026.
The players
Plansight
The leading vertical AI platform for employee benefits, based in Pleasant Grove, Utah.
Weston Lunsford
The CEO of Plansight.
What they’re saying
“We aren't just giving brokers data; we're giving them the gift of time and certainty.”
— Weston Lunsford, CEO of Plansight
What’s next
The new features are available immediately to all Plansight customers. For more information or to schedule a demo, visit plansight.com.
The takeaway
Plansight's 'transparent AI' update represents a significant step toward automating the complex and time-consuming process of benefits data management. By offering brokers complete visibility and traceability into the AI-generated data, Plansight is empowering them to work with unprecedented speed and accuracy, ultimately improving the overall efficiency of the employee benefits industry.
