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Plansight has filed a notice of an exempt offering of securities to raise $5,300,000.00 in New Equity Investment.

Plansight has filed a notice of an exempt offering of securities to raise $5,300,000.00 in New Equity Investment.

March 22, 2024 Craig Etkin

According to filings with the U.S. Securities and Exchange Commission, Plansight is raising up to $5,300,000.00 in new funding. Sources indicate that as part of senior management Chief Executive Officer, Weston Lunsford played a key role in securing the recent investment.

About Plansight
Changing The Way You See Benefits. Coming from the insurance industry, our team understands the challenges of RFPs better than anyone. Brokers spend their days in spreadsheets manually entering data and building formulas. There’s no fast or easy way to collaborate with their teams. And there’s less and less time to consult with clients and find new business opportunities. Carriers have little insight into the bidding and renewals process. They don’t know if their quotes are being seen, if their rates are competitive, or what they need to do in order to retain and win more business. Plansight is designed to solve these challenges – and more – by helping brokers become more efficient, providing transparency for carriers, and ultimately, delivering more value for employers. We’re On a mission to make the employee benefits renewal process simple & transparent for Employee Benefit Agencies & Carriers. This is the foundation of everything we do. It drives our customer interactions as much as it drives our business decisions.

To learn more about Plansight, visit http://www.plansight.com/

Contact:
Weston Lunsford, Chief Executive Officer
202-683-7866
https://www.linkedin.com/in/weston-lunsford-a518837/

SOURCE: http://www.intelligence360.io
Copyright (c) 2024 SI360 Inc. All rights reserved.


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